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Beacon Pointe Advisors’s Colgate-Palmolive CL Stock Holding History

Beacon Pointe Advisors’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
Q1 		$14.3M Buy
167,291
+74,473
+80% +$6.64M 0.08% 238
2025
Q4 		$7.33M Sell
92,818
-53,766
-37% -$4.22M 0.05% 313
2025
Q3 		$11.7M Buy
146,584
+10,557
+8% +$901K 0.1% 192
2025
Q2 		$12.4M Buy
136,027
+1,351
+1% +$123K 0.13% 155
2025
Q1 		$12.6M Buy
134,676
+13,251
+11% +$1.19M 0.14% 146
2024
Q4 		$11M Sell
121,425
-10,439
-8% -$996K 0.12% 155
2024
Q3 		$13.7M Sell
131,864
-3,924
-3% -$400K 0.16% 133
2024
Q2 		$13.2M Sell
135,788
-575
-0.4% -$53K 0.16% 139
2024
Q1 		$12.3M Sell
136,363
-616
-0.4% -$52.2K 0.14% 155
2023
Q4 		$10.9M Buy
136,979
+32,529
+31% +$2.45M 0.13% 157
2023
Q3 		$7.43M Buy
104,450
+6,114
+6% +$457K 0.09% 202
2023
Q2 		$7.58M Sell
98,336
-15,268
-13% -$1.18M 0.12% 161
2023
Q1 		$8.54M Buy
113,604
+22,955
+25% +$1.71M 0.15% 145
2022
Q4 		$7.14M Buy
90,649
+17,388
+24% +$1.3M 0.14% 150
2022
Q3 		$5.14M Sell
73,261
-1,153
-2% -$90.4K 0.12% 169
2022
Q2 		$5.96M Sell
74,414
-18,135
-20% -$1.42M 0.13% 160
2022
Q1 		$7.02M Buy
92,549
+23,918
+35% +$1.89M 0.1% 202
2021
Q4 		$5.86M Sell
68,631
-1,351
-2% -$105K 0.15% 125
2021
Q3 		$5.29M Buy
69,982
+28,071
+67% +$2.23M 0.13% 165
2021
Q2 		$3.41M Buy
41,911
+34,807
+490% +$2.85M 0.12% 157
2021
Q1 		$561K Buy
7,104
+10
+0.1% +$784 0.03% 279
2020
Q4 		$607K Buy
7,094
+2,038
+40% +$169K 0.04% 249
2020
Q3 		$390K Sell
5,056
-234
-4% -$17.8K 0.04% 259
2020
Q2 		$389K Buy
5,290
+373
+8% +$26.5K 0.04% 268
2020
Q1 		$326K Buy
+4,917
New +$347K 0.05% 225

Other funds holding CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Beacon Pointe Advisors's CL Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Colgate-Palmolive (CL) stake by 80% in Q1 2026, buying an estimated $6.64M and bringing the position to 167,291 shares worth $14.3M. The position accounts for 0.08% of the portfolio, ranked #238.

Beacon Pointe Advisors first reported a position in CL in Q1 2020 and has held it in 25 quarters since. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Beacon Pointe Advisors held 167,291 shares of Colgate-Palmolive worth $14.3M as of Q1 2026.
  • Beacon Pointe Advisors bought 74,473 Colgate-Palmolive shares in Q1 2026, an estimated $6.64M.
  • Colgate-Palmolive made up 0.08% of Beacon Pointe Advisors's portfolio in Q1 2026, its #238 holding.
  • Beacon Pointe Advisors first reported a position in Colgate-Palmolive in Q1 2020 and has held it in 25 quarters since.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.