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

Dynasty 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 		$482K Buy
5,254
+85
+2% +$7.44K ﹤0.01% 262
2026
Q1 		$441K Sell
5,169
-1,662
-24% -$148K ﹤0.01% 248
2025
Q4 		$540K Buy
+6,831
New +$536K 0.01% 235

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

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

Dynasty Wealth Management increased its Colgate-Palmolive (CL) stake by 1.6% in Q2 2026, buying an estimated $7.44K and bringing the position to 5,254 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Dynasty Wealth Management first reported a position in CL in Q4 2025 and has held it in 3 quarters since. The position peaked at $540K in Q4 2025. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Dynasty Wealth Management held 5,254 shares of Colgate-Palmolive worth $482K as of Q2 2026.
  • Dynasty Wealth Management bought 85 Colgate-Palmolive shares in Q2 2026, an estimated $7.44K.
  • Colgate-Palmolive made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Dynasty Wealth Management first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Colgate-Palmolive position peaked at $540K in Q4 2025.
  • 2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

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