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Foundations Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Foundations Investment 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
Q2 		$399K Sell
4,348
-999
-19% -$87.4K ﹤0.01% 852
2026
Q1 		$456K Buy
5,347
+390
+8% +$34.8K 0.01% 746
2025
Q4 		$392K Sell
4,957
-1,400
-22% -$110K 0.01% 797
2025
Q3 		$508K Buy
6,357
+1,375
+28% +$117K 0.01% 644
2025
Q2 		$453K Buy
4,982
+2,107
+73% +$192K 0.01% 614
2025
Q1 		$269K Buy
2,875
+384
+15% +$34.4K 0.01% 743
2024
Q4 		$226K Buy
2,491
+81
+3% +$7.73K ﹤0.01% 760
2024
Q3 		$250K Buy
2,410
+94
+4% +$9.58K 0.01% 688
2024
Q2 		$225K Buy
+2,316
New +$214K 0.01% 692
2024
Q1 		– Sell
-3,124
Closed -$269K – 709
2023
Q4 		$269K Buy
3,124
+275
+10% +$20.7K 0.01% 577
2023
Q3 		$203K Buy
+2,849
New +$213K 0.01% 614

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

Foundations Investment Advisors's CL Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Colgate-Palmolive (CL) stake by 19% in Q2 2026, selling an estimated $87.4K and leaving 4,348 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Foundations Investment Advisors first reported a position in CL in Q3 2023 and has held it in 11 quarters since. The position peaked at $508K in Q3 2025. 2,013 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Foundations Investment Advisors held 4,348 shares of Colgate-Palmolive worth $399K as of Q2 2026.
  • Foundations Investment Advisors sold 999 Colgate-Palmolive shares in Q2 2026, an estimated $87.4K.
  • Colgate-Palmolive made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #852 holding.
  • Foundations Investment Advisors first reported a position in Colgate-Palmolive in Q3 2023 and has held it in 11 quarters since.
  • Foundations Investment Advisors's Colgate-Palmolive position peaked at $508K in Q3 2025.
  • 2,013 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.