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GeoWealth Management’s Colgate-Palmolive CL Stock Holding History

GeoWealth Management’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 		$240K Sell
2,615
-6
-0.2% -$525 0.01% 720
2026
Q1 		$223K Buy
2,621
+122
+5% +$10.9K 0.01% 692
2025
Q4 		$197K Buy
2,499
+575
+30% +$45.1K 0.01% 671
2025
Q3 		$154K Buy
1,924
+5
+0.3% +$427 0.01% 710
2025
Q2 		$174K Sell
1,919
-295
-13% -$26.9K 0.01% 701
2025
Q1 		$207K Sell
2,214
-2,978
-57% -$267K 0.01% 651
2024
Q4 		$472K Sell
5,192
-1,389
-21% -$133K 0.02% 481
2024
Q3 		$683K Sell
6,581
-1,941
-23% -$198K 0.02% 398
2024
Q2 		$827K Buy
8,522
+2,697
+46% +$249K 0.04% 307
2024
Q1 		$525K Buy
5,825
+3,244
+126% +$275K 0.02% 424
2023
Q4 		$206K Buy
+2,581
New +$194K 0.02% 500

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

GeoWealth Management's CL Position: Q2 2026 in Review

GeoWealth Management reduced its Colgate-Palmolive (CL) stake by 0.23% in Q2 2026, selling an estimated $525 and leaving 2,615 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #720.

GeoWealth Management first reported a position in CL in Q4 2023 and has held it in 11 quarters since. The position peaked at $827K in Q2 2024. 2,025 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • GeoWealth Management held 2,615 shares of Colgate-Palmolive worth $240K as of Q2 2026.
  • GeoWealth Management sold 6 Colgate-Palmolive shares in Q2 2026, an estimated $525.
  • Colgate-Palmolive made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #720 holding.
  • GeoWealth Management first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's Colgate-Palmolive position peaked at $827K in Q2 2024.
  • 2,025 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.