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Concord Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Concord Wealth 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 		$1.57M Buy
18,466
+1,162
+7% +$104K 0.2% 106
2025
Q4 		$1.37M Buy
17,304
+792
+5% +$62.1K 0.18% 111
2025
Q3 		$1.32M Buy
16,512
+2,008
+14% +$171K 0.18% 108
2025
Q2 		$1.32M Sell
14,504
-1,681
-10% -$153K 0.19% 113
2025
Q1 		$1.52M Sell
16,185
-1,629
-9% -$146K 0.25% 94
2024
Q4 		$1.62M Buy
17,814
+6,196
+53% +$591K 0.27% 80
2024
Q3 		$1.21M Buy
11,618
+872
+8% +$88.9K 0.2% 87
2024
Q2 		$1.04M Buy
10,746
+3,650
+51% +$337K 0.18% 98
2024
Q1 		$639K Buy
7,096
+1,163
+20% +$98.5K 0.12% 126
2023
Q4 		$473K Buy
5,933
+5,754
+3,215% +$433K 0.09% 133
2023
Q3 		$12.7K Sell
179
-133
-43% -$9.94K ﹤0.01% 581
2023
Q2 		$24K Buy
312
+107
+52% +$8.28K 0.01% 476
2023
Q1 		$15.4K Sell
205
-493
-71% -$36.7K ﹤0.01% 531
2022
Q4 		$55K Buy
+698
New +$52.3K 0.02% 363
2022
Q3 		– Sell
-2,609
Closed -$209K – 324
2022
Q2 		$209K Sell
2,609
-101
-4% -$7.9K 0.06% 157
2022
Q1 		$205K Buy
2,710
+151
+6% +$12K 0.05% 177
2021
Q4 		$218K Buy
2,559
+1,606
+169% +$125K 0.05% 174
2021
Q3 		$72K Sell
953
-1,323
-58% -$105K 0.03% 168
2021
Q2 		$185K Sell
2,276
-136
-6% -$11.1K 0.05% 147
2021
Q1 		$190K Buy
2,412
+2,145
+803% +$168K 0.06% 137
2020
Q4 		$23K Buy
+267
New +$22.1K 0.02% 292

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

Concord Wealth Partners's CL Position: Q1 2026 in Review

Concord Wealth Partners increased its Colgate-Palmolive (CL) stake by 6.7% in Q1 2026, buying an estimated $104K and bringing the position to 18,466 shares worth $1.57M. The position accounts for 0.2% of the portfolio, ranked #106.

Concord Wealth Partners first reported a position in CL in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.62M in Q4 2024. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Concord Wealth Partners held 18,466 shares of Colgate-Palmolive worth $1.57M as of Q1 2026.
  • Concord Wealth Partners bought 1,162 Colgate-Palmolive shares in Q1 2026, an estimated $104K.
  • Colgate-Palmolive made up 0.2% of Concord Wealth Partners's portfolio in Q1 2026, its #106 holding.
  • Concord Wealth Partners first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Colgate-Palmolive position peaked at $1.62M in Q4 2024.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

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