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Beacon Financial Advisory’s Colgate-Palmolive CL Stock Holding History

Beacon Financial Advisory’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 		– Sell
-10,774
Closed -$918K – 420
2026
Q1 		$918K Sell
10,774
-67
-0.6% -$5.97K 0.21% 130
2025
Q4 		$857K Sell
10,841
-871
-7% -$68.3K 0.2% 138
2025
Q3 		$936K Sell
11,712
-129
-1% -$11K 0.22% 129
2025
Q2 		$1.08M Buy
11,841
+738
+7% +$67.4K 0.28% 96
2025
Q1 		$1.04M Buy
11,103
+197
+2% +$17.6K 0.32% 90
2024
Q4 		$991K Sell
10,906
-124
-1% -$11.8K 0.32% 86
2024
Q3 		$1.15M Sell
11,030
-415
-4% -$42.3K 0.39% 63
2024
Q2 		$1.11M Buy
11,445
+1,241
+12% +$114K 0.41% 58
2024
Q1 		$919K Buy
10,204
+630
+7% +$53.4K 0.45% 61
2023
Q4 		$763K Buy
9,574
+61
+0.6% +$4.59K 0.37% 81
2023
Q3 		$676K Buy
9,513
+360
+4% +$26.9K 0.37% 89
2023
Q2 		$705K Buy
9,153
+150
+2% +$11.6K 0.4% 78
2023
Q1 		$677K Buy
9,003
+803
+10% +$59.7K 0.43% 75
2022
Q4 		$646K Buy
8,200
+500
+6% +$37.5K 0.46% 68
2022
Q3 		$541K Sell
7,700
-1,262
-14% -$99K 0.39% 85
2022
Q2 		$718K Sell
8,962
-82
-0.9% -$6.41K 0.41% 77
2022
Q1 		$686K Buy
9,044
+79
+0.9% +$6.26K 0.33% 95
2021
Q4 		$765K Buy
8,965
+107
+1% +$8.36K 0.35% 87
2021
Q3 		$669K Hold
8,858
– – 0.35% 91
2021
Q2 		$721K Sell
8,858
-389
-4% -$31.8K 0.39% 85
2021
Q1 		$729K Buy
9,247
+2,665
+40% +$209K 0.42% 84
2020
Q4 		$562K Buy
6,582
+647
+11% +$53.5K 0.37% 85
2020
Q3 		$457K Buy
+5,935
New +$453K 0.4% 80

Other funds holding CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beacon Financial Advisory's CL Position: Q2 2026 in Review

Beacon Financial Advisory sold out of Colgate-Palmolive (CL) in Q2 2026, closing a stake of 10,774 shares — an estimated $918K sold.

Beacon Financial Advisory first reported a position in CL in Q3 2020 and held it in 23 quarters. The position peaked at $1.15M in Q3 2024. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Beacon Financial Advisory reported no remaining Colgate-Palmolive position as of Q2 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 10,774 Colgate-Palmolive shares in Q2 2026, an estimated $918K.
  • Beacon Financial Advisory first reported a position in Colgate-Palmolive in Q3 2020 and held it in 23 quarters.
  • Beacon Financial Advisory's Colgate-Palmolive position peaked at $1.15M in Q3 2024.
  • 2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.