Kestra Private Wealth Services’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.02M Buy
47,178
+7,937
+20% +$707K 0.05% 373
2025
Q4
$3.1M Sell
39,241
-9,294
-19% -$729K 0.04% 418
2025
Q3
$3.88M Buy
48,535
+11,368
+31% +$970K 0.05% 360
2025
Q2
$3.38M Sell
37,167
-333
-0.9% -$30.4K 0.05% 367
2025
Q1
$3.51M Sell
37,500
-1,570
-4% -$141K 0.06% 327
2024
Q4
$3.55M Sell
39,070
-1,251
-3% -$119K 0.06% 304
2024
Q3
$4.19M Sell
40,321
-6,821
-14% -$695K 0.08% 264
2024
Q2
$4.57M Buy
47,142
+1,678
+4% +$155K 0.09% 234
2024
Q1
$4.09M Sell
45,464
-181
-0.4% -$15.3K 0.09% 233
2023
Q4
$3.64M Buy
45,645
+15,721
+53% +$1.18M 0.09% 233
2023
Q3
$2.13M Buy
29,924
+6,739
+29% +$504K 0.07% 298
2023
Q2
$1.79M Buy
23,185
+7,734
+50% +$599K 0.06% 319
2023
Q1
$1.16M Buy
15,451
+285
+2% +$21.2K 0.05% 379
2022
Q4
$1.19M Buy
15,166
+1,973
+15% +$148K 0.06% 331
2022
Q3
$927K Buy
13,193
+358
+3% +$28.1K 0.05% 345
2022
Q2
$1.03M Buy
12,835
+339
+3% +$26.5K 0.06% 343
2022
Q1
$948K Sell
12,496
-118
-0.9% -$9.35K 0.05% 389
2021
Q4
$1.08M Buy
12,614
+372
+3% +$29K 0.05% 366
2021
Q3
$925K Buy
12,242
+908
+8% +$72.1K 0.05% 370
2021
Q2
$922K Buy
11,334
+75
+0.7% +$6.13K 0.06% 348
2021
Q1
$888K Sell
11,259
-81
-0.7% -$6.35K 0.06% 314
2020
Q4
$961K Buy
11,340
+1,609
+17% +$133K 0.07% 281
2020
Q3
$751K Buy
+9,731
New +$742K 0.07% 298

Other funds holding CL

Kestra Private Wealth Services's CL Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Colgate-Palmolive (CL) stake by 20% in Q1 2026, buying an estimated $707K and bringing the position to 47,178 shares worth $4.02M. The position accounts for 0.05% of the portfolio, ranked #373.

Kestra Private Wealth Services first reported a position in CL in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.57M in Q2 2024. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Kestra Private Wealth Services held 47,178 shares of Colgate-Palmolive worth $4.02M as of Q1 2026.
  • Kestra Private Wealth Services bought 7,937 Colgate-Palmolive shares in Q1 2026, an estimated $707K.
  • Colgate-Palmolive made up 0.05% of Kestra Private Wealth Services's portfolio in Q1 2026, its #373 holding.
  • Kestra Private Wealth Services first reported a position in Colgate-Palmolive in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Colgate-Palmolive position peaked at $4.57M in Q2 2024.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.