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Centric Wealth Management’s Colgate-Palmolive CL Stock Holding History

Centric Wealth Management’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 		$1.68M Hold
19,634
– – 0.26% 83
2026
Q1 		$1.68M Sell
19,634
-4
-0% -$357 0.33% 81
2025
Q4 		$1.8M Buy
19,638
+27
+0.1% +$2.12K 0.38% 73
2025
Q3 		$1.51M Hold
19,611
– – 0.34% 78
2025
Q2 		$1.66M Buy
19,611
+19
+0.1% +$1.74K 0.4% 73
2025
Q1 		$1.84M Hold
19,592
– – 0.48% 72
2024
Q4 		$1.78M Hold
19,592
– – 0.48% 64
2024
Q3 		$1.77M Hold
19,592
– – 0.47% 67
2024
Q2 		$1.95M Hold
19,592
– – 0.56% 54
2024
Q1 		$1.8M Hold
19,592
– – 0.57% 56
2023
Q4 		$1.65M Hold
19,592
– – 0.54% 55
2023
Q3 		$1.39M Hold
19,592
– – 0.58% 51
2023
Q2 		$1.49M Sell
19,592
-18
-0.1% -$1.39K 0.59% 46
2023
Q1 		$1.47M Hold
19,610
– – 0.64% 41
2022
Q4 		$1.55M Hold
19,610
– – 0.78% 35
2022
Q3 		$1.38M Sell
19,610
-8
-0% -$627 0.55% 44
2022
Q2 		$1.57M Sell
19,618
-12
-0.1% -$938 0.58% 45
2022
Q1 		$1.49M Hold
19,630
– – 0.47% 57
2021
Q4 		$1.68M Buy
19,630
+18
+0.1% +$1.41K 0.55% 46
2021
Q3 		$1.48M Hold
19,612
– – 0.55% 44
2021
Q2 		$1.59M Sell
19,612
-195
-1% -$15.9K 0.55% 42
2021
Q1 		$1.56M Hold
19,807
– – 0.45% 58
2020
Q4 		$1.69M Sell
19,807
-38
-0.2% -$3.14K 0.53% 51
2020
Q3 		$1.4M Sell
19,845
-65
-0.3% -$4.96K 1.05% 16
2020
Q2 		$1.46M Buy
19,910
+65
+0.3% +$4.62K 0.76% 33
2020
Q1 		$1.4M Buy
19,845
+103
+0.5% +$7.26K 1.05% 16
2019
Q4 		$1.36M Sell
19,742
-103
-0.5% -$7.02K 1.08% 21
2019
Q3 		$1.4M Hold
19,845
– – 1.05% 16
2019
Q2 		$1.42M Buy
19,845
+103
+0.5% +$7.31K 1.24% 13
2019
Q1 		$1.35M Sell
19,742
-10
-0.1% -$646 1.25% 15
2018
Q4 		$1.18M Buy
+19,752
New +$1.24M 1.03% 16

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

Centric Wealth Management's CL Position: Q2 2026 in Review

Centric Wealth Management held its Colgate-Palmolive (CL) position steady in Q2 2026 at 19,634 shares worth $1.68M. The position accounts for 0.26% of the portfolio, ranked #83.

Centric Wealth Management first reported a position in CL in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.95M in Q2 2024. 2,011 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Centric Wealth Management held 19,634 shares of Colgate-Palmolive worth $1.68M as of Q2 2026.
  • Centric Wealth Management left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up 0.26% of Centric Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Centric Wealth Management first reported a position in Colgate-Palmolive in Q4 2018 and has held it in 31 quarters since.
  • Centric Wealth Management's Colgate-Palmolive position peaked at $1.95M in Q2 2024.
  • 2,011 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Centric Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.