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

HCR 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 Q2	$208K	Buy	+2,265	New	+$198K	0.02%	254
2026 Q1	–	Sell	-2,605	Closed	-$206K	–	245
2025 Q4	$206K	Sell	2,605 -200	-7%	-$15.7K	0.02%	240
2025 Q3	$220K	Buy	2,805 +194	+7%	+$16.5K	0.02%	223
2025 Q2	$237K	Hold	2,611	–	–	0.03%	210
2025 Q1	$245K	Sell	2,611 -125	-5%	-$11.2K	0.03%	201
2024 Q4	$249K	Buy	2,736 +6	+0.2%	+$573	0.03%	197
2024 Q3	$283K	Hold	2,730	–	–	0.04%	184
2024 Q2	$265K	Hold	2,730	–	–	0.04%	183
2024 Q1	$246K	Hold	2,730	–	–	0.04%	190
2023 Q4	$218K	Buy	+2,730	New	+$205K	0.03%	188

Other funds holding CL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HCR Wealth Advisors's CL Position: Q2 2026 in Review

HCR Wealth Advisors opened a new position in Colgate-Palmolive (CL) in Q2 2026: 2,265 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #254 among its holdings. This is a return to the name: HCR Wealth Advisors previously reported a position in CL as recently as Q4 2025.

HCR Wealth Advisors first reported a position in CL in Q4 2023 and has held it in 10 quarters since. The position peaked at $283K in Q3 2024. 2,011 funds tracked by Wall St. Rank hold CL as of Q2 2026.

HCR Wealth Advisors held 2,265 shares of Colgate-Palmolive worth $208K as of Q2 2026.
Colgate-Palmolive was a new HCR Wealth Advisors position in Q2 2026.
Colgate-Palmolive made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #254 holding.
HCR Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 10 quarters since.
HCR Wealth Advisors's Colgate-Palmolive position peaked at $283K in Q3 2024.
2,011 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.