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Flagship Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Flagship Wealth Advisors’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 		$72.7K Hold
800
– – 0.03% 164
2025
Q4 		$63.2K Hold
800
– – 0.02% 200
2025
Q3 		$64K Hold
800
– – 0.02% 202
2025
Q2 		$72.7K Sell
800
-300
-27% -$27.4K 0.03% 177
2025
Q1 		$103K Hold
1,100
– – 0.04% 149
2024
Q4 		$100K Buy
+1,100
New +$105K 0.06% 136

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

Flagship Wealth Advisors's CL Position: Q1 2026 in Review

Flagship Wealth Advisors held its Colgate-Palmolive (CL) position steady in Q1 2026 at 800 shares worth $72.7K. The position accounts for 0.03% of the portfolio, ranked #164.

Flagship Wealth Advisors first reported a position in CL in Q4 2024 and has held it in 6 quarters since. The position peaked at $103K in Q1 2025. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Flagship Wealth Advisors held 800 shares of Colgate-Palmolive worth $72.7K as of Q1 2026.
  • Flagship Wealth Advisors left its Colgate-Palmolive share count unchanged in Q1 2026.
  • Colgate-Palmolive made up 0.03% of Flagship Wealth Advisors's portfolio in Q1 2026, its #164 holding.
  • Flagship Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Colgate-Palmolive position peaked at $103K in Q1 2025.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.