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Capstone Wealth Management Group (Pennsylvania)’s Colgate-Palmolive CL Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$413K Buy
4,843
+26
+0.5% +$2.32K 0.17% 68
2025
Q4 		$381K Sell
4,817
-110
-2% -$8.62K 0.16% 59
2025
Q3 		$394K Sell
4,927
-12
-0.2% -$1.02K 0.17% 58
2025
Q2 		$449K Sell
4,939
-5
-0.1% -$456 0.43% 36
2025
Q1 		$463K Sell
4,944
-4,364
-47% -$391K 0.26% 51
2024
Q4 		$846K Sell
9,308
-212
-2% -$20.2K 0.45% 51
2024
Q3 		$988K Buy
9,520
+292
+3% +$29.8K 0.59% 38
2024
Q2 		$895K Sell
9,228
-22
-0.2% -$2.03K 0.59% 41
2024
Q1 		$833K Buy
9,250
+1,670
+22% +$141K 0.6% 43
2023
Q4 		$604K Buy
7,580
+3,019
+66% +$227K 0.57% 35
2023
Q3 		$324K Buy
4,561
+28
+0.6% +$2.09K 0.34% 47
2023
Q2 		$349K Buy
4,533
+27
+0.6% +$2.09K 0.36% 46
2023
Q1 		$339K Buy
4,506
+28
+0.6% +$2.08K 0.38% 44
2022
Q4 		$353K Buy
4,478
+28
+0.6% +$2.1K 0.38% 47
2022
Q3 		$313K Buy
4,450
+25
+0.6% +$1.96K 0.4% 46
2022
Q2 		$355K Buy
4,425
+27
+0.6% +$2.11K 0.43% 45
2022
Q1 		$334K Buy
4,398
+24
+0.5% +$1.9K 0.33% 49
2021
Q4 		$373K Buy
+4,374
New +$342K 0.3% 56

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

Capstone Wealth Management Group (Pennsylvania)'s CL Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Colgate-Palmolive (CL) stake by 0.54% in Q1 2026, buying an estimated $2.32K and bringing the position to 4,843 shares worth $413K. The position accounts for 0.17% of the portfolio, ranked #68.

Capstone Wealth Management Group (Pennsylvania) first reported a position in CL in Q4 2021 and has held it in 18 quarters since. The position peaked at $988K in Q3 2024. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 4,843 shares of Colgate-Palmolive worth $413K as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 26 Colgate-Palmolive shares in Q1 2026, an estimated $2.32K.
  • Colgate-Palmolive made up 0.17% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #68 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 18 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Colgate-Palmolive position peaked at $988K in Q3 2024.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.