Journey Strategic Wealth’s Colgate-Palmolive CL Stock Holding History

Journey Strategic Wealth’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	$915K	Buy	10,732 +1,663	+18%	+$148K	0.02%	201
2025 Q4	$717K	Buy	+9,069	New	+$711K	0.02%	233
2025 Q3	–	Sell	-7,728	Closed	-$702K	–	721
2025 Q2	$702K	Buy	+7,728	New	+$706K	0.02%	223
2024 Q4	–	Sell	-2,280	Closed	-$237K	–	512
2024 Q3	$237K	Buy	+2,280	New	+$232K	0.01%	413
2022 Q2	–	Sell	-2,810	Closed	-$213K	–	143
2022 Q1	$213K	Buy	2,810 +26	+0.9%	+$2.06K	0.02%	152
2021 Q4	$238K	Buy	+2,784	New	+$217K	0.02%	160

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

Journey Strategic Wealth's CL Position: Q1 2026 in Review

Journey Strategic Wealth increased its Colgate-Palmolive (CL) stake by 18% in Q1 2026, buying an estimated $148K and bringing the position to 10,732 shares worth $915K. The position accounts for 0.02% of the portfolio, ranked #201.

Journey Strategic Wealth first reported a position in CL in Q4 2021 and has held it in 6 quarters since. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Journey Strategic Wealth held 10,732 shares of Colgate-Palmolive worth $915K as of Q1 2026.
Journey Strategic Wealth bought 1,663 Colgate-Palmolive shares in Q1 2026, an estimated $148K.
Colgate-Palmolive made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #201 holding.
Journey Strategic Wealth first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 6 quarters since.
1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.