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Castleview Partners’s Colgate-Palmolive CL Stock Holding History

Castleview Partners’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 		$387K Buy
+4,537
New +$404K 0.2% 117
2025
Q3 		– Sell
-2,399
Closed -$218K – 180
2025
Q2 		$218K Buy
2,399
+222
+10% +$20.3K 0.14% 163
2025
Q1 		$204K Buy
2,177
+82
+4% +$7.34K 0.14% 168
2024
Q4 		$190K Buy
2,095
+245
+13% +$23.4K 0.1% 190
2024
Q3 		$192K Buy
1,850
+94
+5% +$9.58K 0.11% 178
2024
Q2 		$170K Sell
1,756
-225
-11% -$20.8K 0.1% 185
2024
Q1 		$178K Buy
1,981
+522
+36% +$44.2K 0.1% 192
2023
Q4 		$116K Sell
1,459
-1
-0.1% -$75 0.08% 193
2023
Q3 		$104K Sell
1,460
-148
-9% -$11.1K 0.1% 175
2023
Q2 		$124K Sell
1,608
-1,000
-38% -$77.4K 0.11% 161
2023
Q1 		$196K Buy
2,608
+114
+5% +$8.48K 0.17% 131
2022
Q4 		$196K Buy
2,494
+189
+8% +$14.2K 0.19% 125
2022
Q3 		$162K Sell
2,305
-879
-28% -$68.9K 0.15% 140
2022
Q2 		$125K Buy
3,184
+744
+30% +$58.2K 0.1% 187
2022
Q1 		$185K Sell
2,440
-201,778
-99% -$16M 0.12% 178
2021
Q4 		$2.39K Buy
+204,218
New +$15.9M 0.02% 257
2021
Q2 		$110K Buy
+1,355
New +$111K 0.05% 274

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

Castleview Partners's CL Position: Q1 2026 in Review

Castleview Partners opened a new position in Colgate-Palmolive (CL) in Q1 2026: 4,537 shares worth $387K. The stake represents 0.2% of the portfolio and ranks #117 among its holdings. This is a return to the name: Castleview Partners previously reported a position in CL as recently as Q2 2025.

Castleview Partners first reported a position in CL in Q2 2021 and has held it in 17 quarters since. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Castleview Partners held 4,537 shares of Colgate-Palmolive worth $387K as of Q1 2026.
  • Colgate-Palmolive was a new Castleview Partners position in Q1 2026.
  • Colgate-Palmolive made up 0.2% of Castleview Partners's portfolio in Q1 2026, its #117 holding.
  • Castleview Partners first reported a position in Colgate-Palmolive in Q2 2021 and has held it in 17 quarters since.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.