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CreativeOne Wealth’s Colgate-Palmolive CL Stock Holding History

CreativeOne Wealth’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 		$1.58M Buy
17,263
+199
+1% +$17.4K 0.03% 425
2026
Q1 		$1.45M Buy
17,064
+977
+6% +$87.1K 0.03% 445
2025
Q4 		$1.27M Buy
16,087
+1,140
+8% +$89.4K 0.03% 463
2025
Q3 		$1.19M Sell
14,947
-312
-2% -$26.6K 0.03% 482
2025
Q2 		$1.39M Buy
15,259
+639
+4% +$58.3K 0.04% 441
2025
Q1 		$1.37M Buy
14,620
+2,568
+21% +$230K 0.04% 394
2024
Q4 		$1.1M Buy
12,052
+1,072
+10% +$102K 0.03% 441
2024
Q3 		$1.14M Buy
10,980
+4,530
+70% +$462K 0.04% 397
2024
Q2 		$626K Sell
6,450
-4,106
-39% -$379K 0.03% 426
2024
Q1 		$950K Sell
10,556
-10,784
-51% -$914K 0.04% 391
2023
Q4 		$1.7M Sell
21,340
-7,382
-26% -$555K 0.11% 178
2023
Q3 		$2.04M Buy
28,722
+14,051
+96% +$1.05M 0.15% 137
2023
Q2 		$1.13M Buy
14,671
+972
+7% +$75.2K 0.05% 310
2023
Q1 		$1.03M Buy
13,699
+5,793
+73% +$431K 0.05% 302
2022
Q4 		$623K Sell
7,906
-3,692
-32% -$277K 0.03% 372
2022
Q3 		$815K Buy
+11,598
New +$909K 0.05% 298

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

CreativeOne Wealth's CL Position: Q2 2026 in Review

CreativeOne Wealth increased its Colgate-Palmolive (CL) stake by 1.2% in Q2 2026, buying an estimated $17.4K and bringing the position to 17,263 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #425.

CreativeOne Wealth first reported a position in CL in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.04M in Q3 2023. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • CreativeOne Wealth held 17,263 shares of Colgate-Palmolive worth $1.58M as of Q2 2026.
  • CreativeOne Wealth bought 199 Colgate-Palmolive shares in Q2 2026, an estimated $17.4K.
  • Colgate-Palmolive made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #425 holding.
  • CreativeOne Wealth first reported a position in Colgate-Palmolive in Q3 2022 and has held it in 16 quarters since.
  • CreativeOne Wealth's Colgate-Palmolive position peaked at $2.04M in Q3 2023.
  • 2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.