CWS Financial Advisors
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CWS Financial Advisors’s Colgate-Palmolive CL Stock Holding History

CWS Financial Advisors’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
Q3 		$551K Buy
6,453
+37
+0.6% +$3.35K 0.12% 97
2026
Q2 		$588K Buy
6,416
+819
+15% +$71.7K 0.13% 91
2026
Q1 		$477K Sell
5,597
-711
-11% -$63.4K 0.12% 100
2025
Q4 		$498K Buy
6,308
+1,555
+33% +$122K 0.14% 92
2025
Q3 		$380K Sell
4,753
-762
-14% -$65K 0.11% 104
2025
Q2 		$501K Buy
5,515
+926
+20% +$84.5K 0.15% 82
2025
Q1 		$430K Buy
4,589
+400
+10% +$35.8K 0.14% 85
2024
Q4 		$381K Buy
4,189
+994
+31% +$94.9K 0.12% 91
2024
Q3 		$332K Buy
3,195
+329
+11% +$33.5K 0.12% 90
2024
Q2 		$278K Buy
2,866
+24
+0.8% +$2.21K 0.11% 89
2024
Q1 		$256K Sell
2,842
-6,966
-71% -$590K 0.1% 96
2023
Q4 		$782K Sell
9,808
-1,214
-11% -$91.3K 0.29% 51
2023
Q3 		$784K Sell
11,022
-210
-2% -$15.7K 0.31% 52
2023
Q2 		$865K Sell
11,232
-57
-0.5% -$4.41K 0.33% 49
2023
Q1 		$848K Sell
11,289
-353
-3% -$26.2K 0.34% 45
2022
Q4 		$918K Buy
11,642
+594
+5% +$44.5K 0.4% 42
2022
Q3 		$776K Sell
11,048
-14
-0.1% -$1.1K 0.37% 46
2022
Q2 		$887K Sell
11,062
-667
-6% -$52.2K 0.41% 37
2022
Q1 		$889K Sell
11,729
-5
-0% -$396 0.34% 50
2021
Q4 		$1M Buy
+11,734
New +$916K 0.35% 44
2021
Q2 		$956K Buy
11,751
+109
+0.9% +$8.91K 0.38% 41
2021
Q1 		$918K Buy
11,642
+76
+0.7% +$5.96K 0.4% 42
2020
Q4 		$989K Sell
11,566
-13
-0.1% -$1.08K 0.58% 27
2020
Q3 		$893K Sell
11,579
-112
-1% -$8.54K 0.59% 27
2020
Q2 		$856K Buy
11,691
+2,171
+23% +$154K 0.62% 25
2020
Q1 		$655K Hold
9,520
– – 0.48% 37
2019
Q4 		$655K Buy
+9,520
New +$649K 0.48% 38

Other funds holding CL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

CWS Financial Advisors's CL Position: Q3 2026 in Review

CWS Financial Advisors increased its Colgate-Palmolive (CL) stake by 0.58% in Q3 2026, buying an estimated $3.35K and bringing the position to 6,453 shares worth $551K. The position accounts for 0.12% of the portfolio, ranked #97.

CWS Financial Advisors first reported a position in CL in Q4 2019 and has held it in 27 quarters since. The position peaked at $1M in Q4 2021. 1,712 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • CWS Financial Advisors held 6,453 shares of Colgate-Palmolive worth $551K as of Q3 2026.
  • CWS Financial Advisors bought 37 Colgate-Palmolive shares in Q3 2026, an estimated $3.35K.
  • Colgate-Palmolive made up 0.12% of CWS Financial Advisors's portfolio in Q3 2026, its #97 holding.
  • CWS Financial Advisors first reported a position in Colgate-Palmolive in Q4 2019 and has held it in 27 quarters since.
  • CWS Financial Advisors's Colgate-Palmolive position peaked at $1M in Q4 2021.
  • 1,712 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.