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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
Q2 		$848K Sell
9,246
-1,165
-11% -$102K 0.53% 46
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Center for Wealth Management Advisory's CL Position: Q2 2026 in Review

Center for Wealth Management Advisory reduced its Colgate-Palmolive (CL) stake by 11% in Q2 2026, selling an estimated $102K and leaving 9,246 shares worth $848K. The position accounts for 0.53% of the portfolio, ranked #46.

Center for Wealth Management Advisory first reported a position in CL in Q4 2025 and has held it in 3 quarters since. The position peaked at $887K in Q1 2026. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Center for Wealth Management Advisory held 9,246 shares of Colgate-Palmolive worth $848K as of Q2 2026.
  • Center for Wealth Management Advisory sold 1,165 Colgate-Palmolive shares in Q2 2026, an estimated $102K.
  • Colgate-Palmolive made up 0.53% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #46 holding.
  • Center for Wealth Management Advisory first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 3 quarters since.
  • Center for Wealth Management Advisory's Colgate-Palmolive position peaked at $887K in Q1 2026.
  • 2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.