Daymark Wealth Partners
CL icon

Daymark Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Daymark Wealth Partners’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 		$2.26M Sell
26,516
-41
-0.2% -$3.71K 0.05% 243
2026
Q2 		$2.43M Buy
26,557
+4,510
+20% +$395K 0.06% 222
2026
Q1 		$1.88M Buy
22,047
+29
+0.1% +$2.58K 0.06% 214
2025
Q4 		$1.74M Sell
22,018
-107
-0.5% -$8.39K 0.06% 212
2025
Q3 		$1.77M Sell
22,125
-822
-4% -$70.1K 0.06% 209
2025
Q2 		$2.09M Sell
22,947
-158
-0.7% -$14.4K 0.08% 178
2025
Q1 		$2.16M Sell
23,105
-545
-2% -$48.8K 0.09% 161
2024
Q4 		$2.15M Sell
23,650
-459
-2% -$43.8K 0.09% 161
2024
Q3 		$2.5M Sell
24,109
-444
-2% -$45.3K 0.11% 148
2024
Q2 		$2.38M Buy
24,553
+1,945
+9% +$179K 0.11% 144
2024
Q1 		$2.04M Buy
22,608
+164
+0.7% +$13.9K 0.11% 130
2023
Q4 		$1.79M Buy
22,444
+378
+2% +$28.4K 0.11% 134
2023
Q3 		$1.57M Buy
22,066
+9,967
+82% +$745K 0.11% 136
2023
Q2 		$932K Buy
12,099
+377
+3% +$29.2K 0.07% 176
2023
Q1 		$881K Buy
11,722
+1,384
+13% +$103K 0.12% 141
2022
Q4 		$815K Buy
+10,338
New +$775K 0.14% 111

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

Daymark Wealth Partners's CL Position: Q3 2026 in Review

Daymark Wealth Partners reduced its Colgate-Palmolive (CL) stake by 0.15% in Q3 2026, selling an estimated $3.71K and leaving 26,516 shares worth $2.26M. The position accounts for 0.05% of the portfolio, ranked #243.

Daymark Wealth Partners first reported a position in CL in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.5M in Q3 2024. 1,712 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Daymark Wealth Partners held 26,516 shares of Colgate-Palmolive worth $2.26M as of Q3 2026.
  • Daymark Wealth Partners sold 41 Colgate-Palmolive shares in Q3 2026, an estimated $3.71K.
  • Colgate-Palmolive made up 0.05% of Daymark Wealth Partners's portfolio in Q3 2026, its #243 holding.
  • Daymark Wealth Partners first reported a position in Colgate-Palmolive in Q4 2022 and has held it in 16 quarters since.
  • Daymark Wealth Partners's Colgate-Palmolive position peaked at $2.5M in Q3 2024.
  • 1,712 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.