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Dakota Wealth Management’s Colgate-Palmolive CL Stock Holding History

Dakota Wealth Management’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 		$328K Sell
3,581
-439
-11% -$38.4K 0.01% 647
2026
Q1 		$343K Buy
4,020
+1
+0% +$89 0.01% 621
2025
Q4 		$318K Sell
4,019
-2,088
-34% -$164K 0.01% 637
2025
Q3 		$488K Sell
6,107
-1,312
-18% -$112K 0.01% 483
2025
Q2 		$674K Sell
7,419
-281
-4% -$25.7K 0.01% 465
2025
Q1 		$721K Sell
7,700
-1,014
-12% -$90.8K 0.02% 436
2024
Q4 		$792K Sell
8,714
-220
-2% -$21K 0.02% 405
2024
Q3 		$927K Buy
8,934
+8
+0.1% +$815 0.02% 385
2024
Q2 		$866K Sell
8,926
-715
-7% -$66K 0.02% 393
2024
Q1 		$868K Sell
9,641
-2
-0% -$169 0.02% 387
2023
Q4 		$769K Buy
9,643
+1,070
+12% +$80.5K 0.03% 353
2023
Q3 		$610K Buy
8,573
+3,627
+73% +$271K 0.03% 367
2023
Q2 		$381K Buy
+4,946
New +$383K 0.02% 434
2022
Q1 		– Sell
-2,768
Closed -$236K – 459
2021
Q4 		$236K Sell
2,768
-76
-3% -$5.93K 0.02% 335
2021
Q3 		$214K Buy
2,844
+63
+2% +$5K 0.02% 319
2021
Q2 		$226K Buy
2,781
+4
+0.1% +$327 0.03% 305
2021
Q1 		$219K Buy
+2,777
New +$218K 0.03% 285
2019
Q4 		– Sell
-2,757
Closed -$203K – 310
2019
Q3 		$203K Buy
+2,757
New +$200K 0.03% 284
2018
Q1 		– Sell
-2,719
Closed -$205K – 93
2017
Q4 		$205K Buy
+2,719
New +$199K 0.11% 75
2017
Q3 		– Sell
-2,719
Closed -$202K – 62
2017
Q2 		$202K Buy
+2,719
New +$202K 0.11% 62
2016
Q4 		– Sell
-2,719
Closed -$202K – 53
2016
Q3 		$202K Buy
+2,719
New +$201K 0.13% 50

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

Dakota Wealth Management's CL Position: Q2 2026 in Review

Dakota Wealth Management reduced its Colgate-Palmolive (CL) stake by 11% in Q2 2026, selling an estimated $38.4K and leaving 3,581 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #647.

Dakota Wealth Management first reported a position in CL in Q3 2016 and has held it in 21 quarters since. The position peaked at $927K in Q3 2024. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Dakota Wealth Management held 3,581 shares of Colgate-Palmolive worth $328K as of Q2 2026.
  • Dakota Wealth Management sold 439 Colgate-Palmolive shares in Q2 2026, an estimated $38.4K.
  • Colgate-Palmolive made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #647 holding.
  • Dakota Wealth Management first reported a position in Colgate-Palmolive in Q3 2016 and has held it in 21 quarters since.
  • Dakota Wealth Management's Colgate-Palmolive position peaked at $927K in Q3 2024.
  • 2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.