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Center for Wealth Management Advisory’s Colgate-Palmolive CL Stock Holding History

Center for Wealth Management Advisory’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 		$887K Hold
10,411
– – 0.64% 43
2025
Q4 		$823K Buy
+10,411
New +$816K 0.61% 44

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

Center for Wealth Management Advisory's CL Position: Q1 2026 in Review

Center for Wealth Management Advisory held its Colgate-Palmolive (CL) position steady in Q1 2026 at 10,411 shares worth $887K. The position accounts for 0.64% of the portfolio, ranked #43.

Center for Wealth Management Advisory first reported a position in CL in Q4 2025 and has held it in 2 quarters since. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Center for Wealth Management Advisory held 10,411 shares of Colgate-Palmolive worth $887K as of Q1 2026.
  • Center for Wealth Management Advisory left its Colgate-Palmolive share count unchanged in Q1 2026.
  • Colgate-Palmolive made up 0.64% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #43 holding.
  • Center for Wealth Management Advisory first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 2 quarters since.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.