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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
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 $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

Dynasty Wealth Management's CL Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Colgate-Palmolive (CL) stake by 24% in Q1 2026, selling an estimated $148K and leaving 5,169 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Dynasty Wealth Management first reported a position in CL in Q4 2025 and has held it in 2 quarters since. The position peaked at $540K in Q4 2025. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Dynasty Wealth Management held 5,169 shares of Colgate-Palmolive worth $441K as of Q1 2026.
  • Dynasty Wealth Management sold 1,662 Colgate-Palmolive shares in Q1 2026, an estimated $148K.
  • Colgate-Palmolive made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #248 holding.
  • Dynasty Wealth Management first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 2 quarters since.
  • Dynasty Wealth Management's Colgate-Palmolive position peaked at $540K in Q4 2025.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.