HWA
CL icon

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

Heartwood 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
Q3 		$395K Hold
4,626
– – 0.03% 152
2026
Q2 		$424K Sell
4,626
-21
-0.5% -$1.84K 0.03% 155
2026
Q1 		$396K Hold
4,647
– – 0.03% 145
2025
Q4 		$367K Buy
4,647
+21
+0.5% +$1.65K 0.03% 142
2025
Q3 		$370K Hold
4,626
– – 0.03% 143
2025
Q2 		$421K Hold
4,626
– – 0.04% 117
2025
Q1 		$433K Hold
4,626
– – 0.05% 108
2024
Q4 		$421K Hold
4,626
– – 0.05% 101
2024
Q3 		$480K Hold
4,626
– – 0.05% 96
2024
Q2 		$449K Hold
4,626
– – 0.05% 103
2024
Q1 		$417K Hold
4,626
– – 0.05% 96
2023
Q4 		$369K Buy
4,626
+1,208
+35% +$90.8K 0.05% 98
2023
Q3 		$243K Sell
3,418
-1,208
-26% -$90.3K 0.04% 117
2023
Q2 		$356K Hold
4,626
– – 0.05% 99
2023
Q1 		$348K Hold
4,626
– – 0.05% 94
2022
Q4 		$364K Buy
4,626
+10
+0.2% +$750 0.06% 92
2022
Q3 		$324K Sell
4,616
-20
-0.4% -$1.57K 0.06% 88
2022
Q2 		$372K Sell
4,636
-2,000
-30% -$156K 0.06% 86
2022
Q1 		$503K Buy
6,636
+3,991
+151% +$316K 0.07% 74
2021
Q4 		$226K Buy
+2,645
New +$207K 0.03% 97
2021
Q3 		– Sell
-2,616
Closed -$213K – 99
2021
Q2 		$213K Hold
2,616
– – 0.03% 92
2021
Q1 		$206K Hold
2,616
– – 0.03% 81
2020
Q4 		$224K Hold
2,616
– – 0.04% 77
2020
Q3 		$202K Buy
+2,616
New +$199K 0.04% 75

Other funds holding CL

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

Heartwood Wealth Advisors's CL Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Colgate-Palmolive (CL) position steady in Q3 2026 at 4,626 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #152.

Heartwood Wealth Advisors first reported a position in CL in Q3 2020 and has held it in 24 quarters since. The position peaked at $503K in Q1 2022. 106 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Heartwood Wealth Advisors held 4,626 shares of Colgate-Palmolive worth $395K as of Q3 2026.
  • Heartwood Wealth Advisors left its Colgate-Palmolive share count unchanged in Q3 2026.
  • Colgate-Palmolive made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #152 holding.
  • Heartwood Wealth Advisors first reported a position in Colgate-Palmolive in Q3 2020 and has held it in 24 quarters since.
  • Heartwood Wealth Advisors's Colgate-Palmolive position peaked at $503K in Q1 2022.
  • 106 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.