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Integrated Wealth Concepts’s Colgate-Palmolive CL Stock Holding History

Integrated Wealth Concepts’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 		$3.75M Buy
+43,960
New +$3.92M 0.03% 515
2025
Q4 		– Sell
-22,869
Closed -$1.83M – 1689
2025
Q3 		$1.83M Sell
22,869
-1,963
-8% -$167K 0.02% 705
2025
Q2 		$2.26M Buy
24,832
+11,882
+92% +$1.08M 0.02% 583
2025
Q1 		$1.21M Sell
12,950
-4,319
-25% -$387K 0.01% 753
2024
Q4 		$1.57M Buy
17,269
+10,584
+158% +$1.01M 0.02% 644
2024
Q3 		$694K Sell
6,685
-396
-6% -$40.4K 0.01% 949
2024
Q2 		$687K Buy
7,081
+347
+5% +$32K 0.01% 915
2024
Q1 		$607K Buy
6,734
+80
+1% +$6.78K 0.01% 964
2023
Q4 		$530K Sell
6,654
-4,612
-41% -$347K 0.01% 973
2023
Q3 		$801K Sell
11,266
-96
-0.8% -$7.18K 0.01% 783
2023
Q2 		$875K Buy
11,362
+5,543
+95% +$429K 0.02% 735
2023
Q1 		$437K Buy
5,819
+1,119
+24% +$83.2K 0.01% 899
2022
Q4 		$370K Sell
4,700
-4,966
-51% -$372K 0.01% 745
2022
Q3 		$679K Buy
9,666
+472
+5% +$37K 0.02% 510
2022
Q2 		$737K Buy
9,194
+652
+8% +$51K 0.02% 490
2022
Q1 		$648K Buy
8,542
+1,149
+16% +$91K 0.02% 509
2021
Q4 		$631K Buy
7,393
+1,522
+26% +$119K 0.02% 560
2021
Q3 		$444K Buy
5,871
+1,469
+33% +$117K 0.01% 606
2021
Q2 		$358K Buy
4,402
+1,178
+37% +$96.3K 0.01% 613
2021
Q1 		$254K Buy
3,224
+386
+14% +$30.3K 0.01% 627
2020
Q4 		$243K Buy
+2,838
New +$235K 0.01% 554

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

Integrated Wealth Concepts's CL Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Colgate-Palmolive (CL) in Q1 2026: 43,960 shares worth $3.75M. The stake represents 0.03% of the portfolio and ranks #515 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CL as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in CL in Q4 2020 and has held it in 21 quarters since. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Integrated Wealth Concepts held 43,960 shares of Colgate-Palmolive worth $3.75M as of Q1 2026.
  • Colgate-Palmolive was a new Integrated Wealth Concepts position in Q1 2026.
  • Colgate-Palmolive made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #515 holding.
  • Integrated Wealth Concepts first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 21 quarters since.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.