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HB Wealth Management’s Colgate-Palmolive CL Stock Holding History

HB Wealth 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
Q1 		$6.77M Sell
79,403
-3,524
-4% -$314K 0.04% 209
2025
Q4 		$6.55M Buy
82,927
+708
+0.9% +$55.5K 0.04% 218
2025
Q3 		$6.57M Buy
82,219
+1,077
+1% +$91.9K 0.04% 213
2025
Q2 		$7.38M Buy
81,142
+5,370
+7% +$490K 0.06% 171
2025
Q1 		$7.1M Buy
75,772
+4,001
+6% +$358K 0.06% 175
2024
Q4 		$6.52M Buy
71,771
+798
+1% +$76.1K 0.07% 137
2024
Q3 		$7.37M Sell
70,973
-1,553
-2% -$158K 0.08% 122
2024
Q2 		$7.04M Buy
72,526
+1,959
+3% +$181K 0.08% 115
2024
Q1 		$6.35M Buy
70,567
+3,149
+5% +$267K 0.08% 129
2023
Q4 		$5.37M Buy
67,418
+7,602
+13% +$572K 0.08% 133
2023
Q3 		$4.25M Buy
59,816
+1,725
+3% +$129K 0.07% 141
2023
Q2 		$4.48M Buy
58,091
+807
+1% +$62.5K 0.07% 137
2023
Q1 		$4.3M Buy
57,284
+646
+1% +$48K 0.07% 134
2022
Q4 		$4.46M Buy
56,638
+1,283
+2% +$96.2K 0.08% 118
2022
Q3 		$3.89M Buy
55,355
+4,996
+10% +$392K 0.08% 115
2022
Q2 		$4.04M Buy
50,359
+9,738
+24% +$761K 0.08% 117
2022
Q1 		$3.08M Buy
40,621
+6,061
+18% +$480K 0.06% 139
2021
Q4 		$2.95M Buy
+34,560
New +$2.7M 0.06% 127

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

HB Wealth Management's CL Position: Q1 2026 in Review

HB Wealth Management reduced its Colgate-Palmolive (CL) stake by 4.2% in Q1 2026, selling an estimated $314K and leaving 79,403 shares worth $6.77M. The position accounts for 0.04% of the portfolio, ranked #209.

HB Wealth Management first reported a position in CL in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.38M in Q2 2025. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • HB Wealth Management held 79,403 shares of Colgate-Palmolive worth $6.77M as of Q1 2026.
  • HB Wealth Management sold 3,524 Colgate-Palmolive shares in Q1 2026, an estimated $314K.
  • Colgate-Palmolive made up 0.04% of HB Wealth Management's portfolio in Q1 2026, its #209 holding.
  • HB Wealth Management first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Colgate-Palmolive position peaked at $7.38M in Q2 2025.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.