Institute for Wealth Management’s Colgate-Palmolive CL Stock Holding History

Institute for 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 Q2	$170K	Buy	+1,849	New	+$162K	0.02%	555
2019 Q3	–	Sell	-6,447	Closed	-$462K	–	433
2019 Q2	$462K	Sell	6,447 -5	-0.1%	-$355	0.1%	270
2019 Q1	$442K	Buy	+6,452	New	+$417K	0.1%	262
2018 Q1	–	Sell	-6,594	Closed	-$498K	–	277
2017 Q4	$498K	Buy	+6,594	New	+$481K	0.11%	221
2017 Q3	–	Sell	-7,939	Closed	-$587K	–	271
2017 Q2	$587K	Buy	+7,939	New	+$589K	0.16%	196

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's CL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Colgate-Palmolive (CL) in Q2 2026: 1,849 shares worth $170K. The stake represents 0.02% of the portfolio and ranks #555 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in CL as recently as Q2 2019.

Institute for Wealth Management first reported a position in CL in Q2 2017 and has held it in 5 quarters since. The position peaked at $587K in Q2 2017. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Institute for Wealth Management held 1,849 shares of Colgate-Palmolive worth $170K as of Q2 2026.
Colgate-Palmolive was a new Institute for Wealth Management position in Q2 2026.
Colgate-Palmolive made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #555 holding.
Institute for Wealth Management first reported a position in Colgate-Palmolive in Q2 2017 and has held it in 5 quarters since.
Institute for Wealth Management's Colgate-Palmolive position peaked at $587K in Q2 2017.
2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.