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

Fiduciary 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
Q2 		$209K Buy
+2,283
New +$200K 0.12% 68
2026
Q1 		– Sell
-2,628
Closed -$208K – 67
2025
Q4 		$208K Sell
2,628
-103
-4% -$8.08K 0.09% 86
2025
Q3 		$218K Buy
2,731
+2,123
+349% +$181K 0.09% 84
2025
Q2 		$55.3K Sell
608
-1,678
-73% -$153K 0.05% 62
2025
Q1 		$214K Buy
+2,286
New +$205K 0.19% 41

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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

Fiduciary Wealth Partners's CL Position: Q2 2026 in Review

Fiduciary Wealth Partners opened a new position in Colgate-Palmolive (CL) in Q2 2026: 2,283 shares worth $209K. The stake represents 0.12% of the portfolio and ranks #68 among its holdings. This is a return to the name: Fiduciary Wealth Partners previously reported a position in CL as recently as Q4 2025.

Fiduciary Wealth Partners first reported a position in CL in Q1 2025 and has held it in 5 quarters since. The position peaked at $218K in Q3 2025. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Fiduciary Wealth Partners held 2,283 shares of Colgate-Palmolive worth $209K as of Q2 2026.
  • Colgate-Palmolive was a new Fiduciary Wealth Partners position in Q2 2026.
  • Colgate-Palmolive made up 0.12% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #68 holding.
  • Fiduciary Wealth Partners first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 5 quarters since.
  • Fiduciary Wealth Partners's Colgate-Palmolive position peaked at $218K in Q3 2025.
  • 2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.