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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
Q2 		$1.84M Buy
20,034
+1,568
+8% +$137K 0.21% 103
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 $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 $3.38T AUM 44.17% 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

Concord Wealth Partners's CL Position: Q2 2026 in Review

Concord Wealth Partners increased its Colgate-Palmolive (CL) stake by 8.5% in Q2 2026, buying an estimated $137K and bringing the position to 20,034 shares worth $1.84M. The position accounts for 0.21% of the portfolio, ranked #103.

Concord Wealth Partners first reported a position in CL in Q4 2020 and has held it in 22 quarters since. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Concord Wealth Partners held 20,034 shares of Colgate-Palmolive worth $1.84M as of Q2 2026.
  • Concord Wealth Partners bought 1,568 Colgate-Palmolive shares in Q2 2026, an estimated $137K.
  • Colgate-Palmolive made up 0.21% of Concord Wealth Partners's portfolio in Q2 2026, its #103 holding.
  • Concord Wealth Partners first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 22 quarters since.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.