Blue Rock Wealth Management’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$521K Buy
6,111
+495
+9% +$44.1K 0.33% 52
2025
Q4
$444K Hold
5,616
0.28% 55
2025
Q3
$449K Hold
5,616
0.28% 54
2025
Q2
$510K Hold
5,616
0.36% 48
2025
Q1
$526K Buy
+5,616
New +$503K 0.45% 44

Other funds holding CL

Blue Rock Wealth Management's CL Position: Q1 2026 in Review

Blue Rock Wealth Management increased its Colgate-Palmolive (CL) stake by 8.8% in Q1 2026, buying an estimated $44.1K and bringing the position to 6,111 shares worth $521K. The position accounts for 0.33% of the portfolio, ranked #52.

Blue Rock Wealth Management first reported a position in CL in Q1 2025 and has held it in 5 quarters since. The position peaked at $526K in Q1 2025. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Blue Rock Wealth Management held 6,111 shares of Colgate-Palmolive worth $521K as of Q1 2026.
  • Blue Rock Wealth Management bought 495 Colgate-Palmolive shares in Q1 2026, an estimated $44.1K.
  • Colgate-Palmolive made up 0.33% of Blue Rock Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Blue Rock Wealth Management first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 5 quarters since.
  • Blue Rock Wealth Management's Colgate-Palmolive position peaked at $526K in Q1 2025.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.