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

HighMark 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	$256K	Sell	3,000 -22	-0.7%	-$1.96K	0.1%	65
2025 Q4	$239K	Buy	3,022 +22	+0.7%	+$1.73K	0.1%	69
2025 Q3	$240K	Hold	3,000	–	–	0.11%	71
2025 Q2	$273K	Buy	+3,000	New	+$274K	0.13%	60
2024 Q4	–	Sell	-3,000	Closed	-$311K	–	583
2024 Q3	$311K	Hold	3,000	–	–	0.17%	49
2024 Q2	$291K	Buy	+3,000	New	+$277K	0.18%	52

Other funds holding CL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

HighMark Wealth Management reduced its Colgate-Palmolive (CL) stake by 0.73% in Q1 2026, selling an estimated $1.96K and leaving 3,000 shares worth $256K. The position accounts for 0.1% of the portfolio, ranked #65.

HighMark Wealth Management first reported a position in CL in Q2 2024 and has held it in 6 quarters since. The position peaked at $311K in Q3 2024. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

HighMark Wealth Management held 3,000 shares of Colgate-Palmolive worth $256K as of Q1 2026.
HighMark Wealth Management sold 22 Colgate-Palmolive shares in Q1 2026, an estimated $1.96K.
Colgate-Palmolive made up 0.1% of HighMark Wealth Management's portfolio in Q1 2026, its #65 holding.
HighMark Wealth Management first reported a position in Colgate-Palmolive in Q2 2024 and has held it in 6 quarters since.
HighMark Wealth Management's Colgate-Palmolive position peaked at $311K in Q3 2024.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.