Falcon Wealth Planning’s Colgate-Palmolive CL Stock Holding History

Falcon Wealth Planning’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	$204K	Buy	+2,228	New	+$195K	0.01%	242
2024 Q1	–	Sell	-3,332	Closed	-$266K	–	136
2023 Q4	$266K	Hold	3,332	–	–	0.05%	107
2023 Q3	$237K	Hold	3,332	–	–	0.05%	98
2023 Q2	$257K	Buy	3,332 +15	+0.5%	+$1.16K	0.06%	87
2023 Q1	$249K	Sell	3,317 -558	-14%	-$41.5K	0.06%	81
2022 Q4	$305K	Hold	3,875	–	–	0.09%	71
2022 Q3	$272K	Hold	3,875	–	–	0.09%	75
2022 Q2	$311K	Sell	3,875 -8	-0.2%	-$626	0.11%	66
2022 Q1	$294K	Hold	3,883	–	–	0.09%	65
2021 Q4	$331K	Buy	3,883 +43	+1%	+$3.36K	0.11%	55
2021 Q3	$290K	Sell	3,840 -3,510	-48%	-$279K	0.11%	55
2021 Q2	$598K	Hold	7,350	–	–	0.26%	34
2021 Q1	$579K	Buy	+7,350	New	+$576K	0.28%	32

Other funds holding CL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Falcon Wealth Planning's CL Position: Q2 2026 in Review

Falcon Wealth Planning opened a new position in Colgate-Palmolive (CL) in Q2 2026: 2,228 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #242 among its holdings. This is a return to the name: Falcon Wealth Planning previously reported a position in CL as recently as Q4 2023.

Falcon Wealth Planning first reported a position in CL in Q1 2021 and has held it in 13 quarters since. The position peaked at $598K in Q2 2021. 2,013 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Falcon Wealth Planning held 2,228 shares of Colgate-Palmolive worth $204K as of Q2 2026.
Colgate-Palmolive was a new Falcon Wealth Planning position in Q2 2026.
Colgate-Palmolive made up 0.01% of Falcon Wealth Planning's portfolio in Q2 2026, its #242 holding.
Falcon Wealth Planning first reported a position in Colgate-Palmolive in Q1 2021 and has held it in 13 quarters since.
Falcon Wealth Planning's Colgate-Palmolive position peaked at $598K in Q2 2021.
2,013 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.