Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Colgate-Palmolive CL Stock Holding History

Carson Wealth (CWM LLC)’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 		$4.05M Buy
47,549
+2,204
+5% +$196K 0.01% 900
2025
Q4 		$3.58M Buy
45,345
+7,665
+20% +$601K 0.01% 916
2025
Q3 		$3.01M Buy
37,680
+4,735
+14% +$404K 0.01% 914
2025
Q2 		$3M Sell
32,945
-364
-1% -$33.2K 0.01% 789
2025
Q1 		$3.12M Sell
33,309
-17
-0.1% -$1.52K 0.01% 667
2024
Q4 		$3.03M Sell
33,326
-1,890
-5% -$180K 0.01% 621
2024
Q3 		$3.66M Buy
35,216
+7,861
+29% +$801K 0.02% 521
2024
Q2 		$2.65M Buy
27,355
+4,177
+18% +$385K 0.01% 571
2024
Q1 		$2.09M Buy
23,178
+889
+4% +$75.3K 0.01% 610
2023
Q4 		$1.78M Buy
22,289
+2,126
+11% +$160K 0.01% 603
2023
Q3 		$1.43M Buy
20,163
+1,099
+6% +$82.2K 0.01% 620
2023
Q2 		$1.47M Buy
19,064
+2,418
+15% +$187K 0.01% 593
2023
Q1 		$1.25M Buy
16,646
+567
+4% +$42.2K 0.01% 593
2022
Q4 		$1.27M Sell
16,079
-3,428
-18% -$257K 0.01% 543
2022
Q3 		$1.37M Buy
19,507
+1,893
+11% +$148K 0.01% 479
2022
Q2 		$1.41M Buy
17,614
+5,232
+42% +$409K 0.01% 471
2022
Q1 		$939K Sell
12,382
-260,377
-95% -$20.6M 0.01% 577
2021
Q4 		$23.3M Buy
+272,759
New +$21.3M 0.16% 129
2021
Q2 		$21.1M Hold
259,736
– – 0.17% 127
2021
Q1 		$21.1M Hold
259,736
– – 0.17% 127
2020
Q4 		$21.1M Hold
259,736
– – 0.17% 127
2020
Q3 		$21.1M Hold
259,736
– – 0.17% 127
2020
Q2 		$21.1M Hold
259,736
– – 0.17% 127
2020
Q1 		$21.1M Hold
259,736
– – 0.17% 127
2019
Q4 		$21.1M Hold
259,736
– – 0.17% 127
2019
Q3 		$21.1M Hold
259,736
– – 0.17% 127
2019
Q2 		$21.1M Hold
259,736
– – 0.17% 127
2019
Q1 		$21.1M Buy
259,736
+217,305
+512% +$14M 0.17% 127
2018
Q4 		$2.52M Buy
42,431
+32,387
+322% +$2.03M 0.06% 253
2018
Q3 		$672K Buy
10,044
+6,274
+166% +$418K 0.02% 349
2018
Q2 		$244K Buy
3,770
+62
+2% +$4.06K 0.01% 393
2018
Q1 		$266K Sell
3,708
-361
-9% -$26K 0.01% 340
2017
Q4 		$307K Buy
4,069
+833
+26% +$60.8K 0.01% 310
2017
Q3 		$236K Sell
3,236
-30
-0.9% -$2.16K 0.01% 310
2017
Q2 		$242K Buy
3,266
+88
+3% +$6.53K 0.01% 295
2017
Q1 		$233K Sell
3,178
-396
-11% -$27.7K 0.01% 280
2016
Q4 		$234K Buy
3,574
+2,306
+182% +$158K 0.01% 260
2016
Q3 		$94K Hold
1,268
– – 0.01% 342
2016
Q2 		$93K Buy
1,268
+100
+9% +$7.12K 0.01% 310
2016
Q1 		$83K Sell
1,168
-24
-2% -$1.6K 0.01% 299
2015
Q4 		$79K Buy
1,192
+24
+2% +$1.6K 0.01% 279
2015
Q3 		$74K Buy
+1,168
New +$76.3K 0.01% 259
2014
Q1 		– Sell
-1,255
Closed -$82K – 211
2013
Q4 		$82K Buy
1,255
+656
+110% +$42K 0.01% 213
2013
Q3 		$36K Buy
+599
New +$35.5K 0.01% 215

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

Carson Wealth (CWM LLC)'s CL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Colgate-Palmolive (CL) stake by 4.9% in Q1 2026, buying an estimated $196K and bringing the position to 47,549 shares worth $4.05M. The position accounts for 0.01% of the portfolio, ranked #900.

Carson Wealth (CWM LLC) first reported a position in CL in Q3 2013 and has held it in 44 quarters since. The position peaked at $23.3M in Q4 2021. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 47,549 shares of Colgate-Palmolive worth $4.05M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,204 Colgate-Palmolive shares in Q1 2026, an estimated $196K.
  • Colgate-Palmolive made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #900 holding.
  • Carson Wealth (CWM LLC) first reported a position in Colgate-Palmolive in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s Colgate-Palmolive position peaked at $23.3M in Q4 2021.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.