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Evergreen Wealth Solutions’s Colgate-Palmolive CL Stock Holding History

Evergreen Wealth Solutions’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 		$508K Buy
5,462
+149
+3% +$13K 0.03% 321
2026
Q1 		$453K Buy
+5,313
New +$474K 0.03% 265

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

Evergreen Wealth Solutions's CL Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Colgate-Palmolive (CL) stake by 2.8% in Q2 2026, buying an estimated $13K and bringing the position to 5,462 shares worth $508K. The position accounts for 0.03% of the portfolio, ranked #321.

Evergreen Wealth Solutions first reported a position in CL in Q1 2026 and has held it in 2 quarters since. 2,017 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Evergreen Wealth Solutions held 5,462 shares of Colgate-Palmolive worth $508K as of Q2 2026.
  • Evergreen Wealth Solutions bought 149 Colgate-Palmolive shares in Q2 2026, an estimated $13K.
  • Colgate-Palmolive made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #321 holding.
  • Evergreen Wealth Solutions first reported a position in Colgate-Palmolive in Q1 2026 and has held it in 2 quarters since.
  • 2,017 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.