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Confluence Wealth Services’s Colgate-Palmolive CL Stock Holding History

Confluence Wealth Services’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 		$1.89M Buy
20,599
+8,551
+71% +$748K 0.05% 162
2026
Q1 		$1.03M Buy
12,048
+6,176
+105% +$550K 0.04% 190
2025
Q4 		$464K Buy
5,872
+192
+3% +$15.1K 0.02% 262
2025
Q3 		$454K Sell
5,680
-55
-1% -$4.69K 0.02% 260
2025
Q2 		$521K Buy
5,735
+35
+0.6% +$3.19K 0.03% 239
2025
Q1 		$535K Buy
+5,700
New +$510K 0.03% 226
2024
Q4 		– Sell
-4,783
Closed -$497K – 335
2024
Q3 		$497K Sell
4,783
-3,045
-39% -$310K 0.04% 222
2024
Q2 		$760K Buy
7,828
+2,841
+57% +$262K 0.06% 186
2024
Q1 		$449K Buy
+4,987
New +$423K 0.04% 217
2022
Q1 		– Sell
-910
Closed -$77K – 400
2021
Q4 		$77K Buy
+910
New +$71.1K 0.02% 375

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

Confluence Wealth Services's CL Position: Q2 2026 in Review

Confluence Wealth Services increased its Colgate-Palmolive (CL) stake by 71% in Q2 2026, buying an estimated $748K and bringing the position to 20,599 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #162.

Confluence Wealth Services first reported a position in CL in Q4 2021 and has held it in 10 quarters since. 2,011 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Confluence Wealth Services held 20,599 shares of Colgate-Palmolive worth $1.89M as of Q2 2026.
  • Confluence Wealth Services bought 8,551 Colgate-Palmolive shares in Q2 2026, an estimated $748K.
  • Colgate-Palmolive made up 0.05% of Confluence Wealth Services's portfolio in Q2 2026, its #162 holding.
  • Confluence Wealth Services first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 10 quarters since.
  • 2,011 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.