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

Compass 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	$329K	Buy	+3,586	New	+$314K	0.06%	146
2025 Q4	–	Sell	-3,221	Closed	-$257K	–	88
2025 Q3	$257K	Hold	3,221	–	–	0.06%	139
2025 Q2	$293K	Buy	3,221 +8	+0.2%	+$730	0.07%	134
2025 Q1	$301K	Hold	3,213	–	–	0.08%	130
2024 Q4	$292K	Hold	3,213	–	–	0.07%	136
2024 Q3	$334K	Hold	3,213	–	–	0.08%	135
2024 Q2	$312K	Hold	3,213	–	–	0.08%	134
2024 Q1	$289K	Hold	3,213	–	–	0.07%	137
2023 Q4	$256K	Hold	3,213	–	–	0.07%	139
2023 Q3	$228K	Hold	3,213	–	–	0.07%	148
2023 Q2	$248K	Hold	3,213	–	–	0.07%	146
2023 Q1	$241K	Hold	3,213	–	–	0.08%	146
2022 Q4	$253K	Buy	+3,213	New	+$241K	0.08%	141

Other funds holding CL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Compass Wealth Management opened a new position in Colgate-Palmolive (CL) in Q2 2026: 3,586 shares worth $329K. The stake represents 0.06% of the portfolio and ranks #146 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in CL as recently as Q3 2025.

Compass Wealth Management first reported a position in CL in Q4 2022 and has held it in 13 quarters since. The position peaked at $334K in Q3 2024. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Compass Wealth Management held 3,586 shares of Colgate-Palmolive worth $329K as of Q2 2026.
Colgate-Palmolive was a new Compass Wealth Management position in Q2 2026.
Colgate-Palmolive made up 0.06% of Compass Wealth Management's portfolio in Q2 2026, its #146 holding.
Compass Wealth Management first reported a position in Colgate-Palmolive in Q4 2022 and has held it in 13 quarters since.
Compass Wealth Management's Colgate-Palmolive position peaked at $334K in Q3 2024.
2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.