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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
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 $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

CreativeOne Wealth's CL Position: Q1 2026 in Review

CreativeOne Wealth increased its Colgate-Palmolive (CL) stake by 6.1% in Q1 2026, buying an estimated $87.1K and bringing the position to 17,064 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #445.

CreativeOne Wealth first reported a position in CL in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.04M in Q3 2023. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • CreativeOne Wealth held 17,064 shares of Colgate-Palmolive worth $1.45M as of Q1 2026.
  • CreativeOne Wealth bought 977 Colgate-Palmolive shares in Q1 2026, an estimated $87.1K.
  • Colgate-Palmolive made up 0.03% of CreativeOne Wealth's portfolio in Q1 2026, its #445 holding.
  • CreativeOne Wealth first reported a position in Colgate-Palmolive in Q3 2022 and has held it in 15 quarters since.
  • CreativeOne Wealth's Colgate-Palmolive position peaked at $2.04M in Q3 2023.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.