BCS Wealth Management’s Colgate-Palmolive CL Stock Holding History

BCS Wealth Management’s Portfolio CL Stock Details CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.17M	Sell	12,780 -38	-0.3%	-$3.33K	0.21%	98
2026 Q1	$1.09M	Sell	12,818 -12,818	-50%	-$1.14M	0.22%	92
2025 Q4	$2.03M	Buy	25,636 +12,856	+101%	+$1.01M	0.2%	98
2025 Q3	$1.02M	Sell	12,780 -66	-0.5%	-$5.63K	0.23%	85
2025 Q2	$1.17M	Buy	12,846 +66	+0.5%	+$6.03K	0.25%	84
2025 Q1	$1.2M	Sell	12,780 -1	-0%	-$90	0.31%	74
2024 Q4	$1.16M	Buy	+12,781	New	+$1.22M	0.29%	76
2024 Q2	–	Sell	-12,791	Closed	-$1.15M	–	160
2024 Q1	$1.15M	Hold	12,791	–	–	0.37%	62
2023 Q4	$1.02M	Hold	12,791	–	–	0.38%	64
2023 Q3	$910K	Buy	+12,791	New	+$956K	0.38%	66
2023 Q1	–	Sell	-12,778	Closed	-$1.01M	–	166
2022 Q4	$1.01M	Hold	12,778	–	–	0.42%	62
2022 Q3	$898K	Sell	12,778 -11	-0.1%	-$863	0.42%	64
2022 Q2	$1.02M	Buy	12,789 +11	+0.1%	+$860	0.46%	53
2022 Q1	$969K	Sell	12,778 -67	-0.5%	-$5.31K	0.4%	61
2021 Q4	$1.1M	Buy	12,845 +77	+0.6%	+$6.01K	0.39%	59
2021 Q3	$965K	Hold	12,768	–	–	0.41%	56
2021 Q2	$1.04M	Hold	12,768	–	–	0.55%	41
2021 Q1	$1.01M	Buy	12,768 +1	+0%	+$78	0.48%	45
2020 Q4	$1.09M	Sell	12,767 -1,418	-10%	-$117K	0.57%	39
2020 Q3	$1.09M	Hold	14,185	–	–	0.62%	34
2020 Q2	$1.04M	Hold	14,185	–	–	0.62%	32
2020 Q1	$941K	Hold	14,185	–	–	0.66%	32
2019 Q4	$977K	Buy	+14,185	New	+$967K	0.65%	33

Other funds holding CL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BCS Wealth Management's CL Position: Q2 2026 in Review

BCS Wealth Management reduced its Colgate-Palmolive (CL) stake by 0.3% in Q2 2026, selling an estimated $3.33K and leaving 12,780 shares worth $1.17M. The position accounts for 0.21% of the portfolio, ranked #98.

BCS Wealth Management first reported a position in CL in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.03M in Q4 2025. 2,013 funds tracked by Wall St. Rank hold CL as of Q2 2026.

BCS Wealth Management held 12,780 shares of Colgate-Palmolive worth $1.17M as of Q2 2026.
BCS Wealth Management sold 38 Colgate-Palmolive shares in Q2 2026, an estimated $3.33K.
Colgate-Palmolive made up 0.21% of BCS Wealth Management's portfolio in Q2 2026, its #98 holding.
BCS Wealth Management first reported a position in Colgate-Palmolive in Q4 2019 and has held it in 23 quarters since.
BCS Wealth Management's Colgate-Palmolive position peaked at $2.03M in Q4 2025.
2,013 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.