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

BKM 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 Q1	–	Sell	-10,929	Closed	-$864K	–	149
2025 Q4	$864K	Buy	10,929 +1,035	+10%	+$81.1K	0.32%	77
2025 Q3	$791K	Buy	9,894 +42	+0.4%	+$3.58K	0.29%	79
2025 Q2	$896K	Sell	9,852 -339	-3%	-$30.9K	0.35%	76
2025 Q1	$955K	Buy	10,191 +1,900	+23%	+$170K	0.39%	64
2024 Q4	$754K	Sell	8,291 -710	-8%	-$67.8K	0.31%	81
2024 Q3	$934K	Sell	9,001 -542	-6%	-$55.2K	0.38%	70
2024 Q2	$926K	Buy	9,543 +1,162	+14%	+$107K	0.45%	68
2024 Q1	$755K	Buy	8,381 +1,354	+19%	+$115K	0.32%	81
2023 Q4	$560K	Buy	+7,027	New	+$528K	0.24%	94

Other funds holding CL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BKM Wealth Management's CL Position: Q1 2026 in Review

BKM Wealth Management sold out of Colgate-Palmolive (CL) in Q1 2026, closing a stake of 10,929 shares — an estimated $864K sold.

BKM Wealth Management first reported a position in CL in Q4 2023 and held it in 9 quarters. The position peaked at $955K in Q1 2025. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

BKM Wealth Management reported no remaining Colgate-Palmolive position as of Q1 2026 after selling out during the quarter.
BKM Wealth Management sold 10,929 Colgate-Palmolive shares in Q1 2026, an estimated $864K.
BKM Wealth Management first reported a position in Colgate-Palmolive in Q4 2023 and held it in 9 quarters.
BKM Wealth Management's Colgate-Palmolive position peaked at $955K in Q1 2025.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.