KFG Wealth Management
CL icon

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

KFG 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
Q3 		$540K Sell
6,326
-2,468
-28% -$223K 0.06% 129
2026
Q2 		$806K Sell
8,794
-121
-1% -$10.6K 0.09% 100
2026
Q1 		$760K Sell
8,915
-38
-0.4% -$3.39K 0.1% 96
2025
Q4 		$708K Sell
8,953
-650
-7% -$51K 0.09% 95
2025
Q3 		$768K Sell
9,603
-1,023
-10% -$87.3K 0.11% 92
2025
Q2 		$966K Buy
10,626
+1,791
+20% +$164K 0.16% 74
2025
Q1 		$828K Buy
8,835
+131
+2% +$11.7K 0.15% 77
2024
Q4 		$791K Buy
8,704
+564
+7% +$53.8K 0.15% 74
2024
Q3 		$845K Sell
8,140
-1,310
-14% -$134K 0.18% 75
2024
Q2 		$917K Buy
9,450
+1,069
+13% +$98.6K 0.36% 54
2024
Q1 		$755K Buy
8,381
+384
+5% +$32.5K 0.31% 61
2023
Q4 		$637K Sell
7,997
-1
-0% -$75 0.29% 61
2023
Q3 		$569K Buy
7,998
+915
+13% +$68.4K 0.31% 61
2023
Q2 		$546K Buy
7,083
+3,813
+117% +$295K 0.32% 58
2023
Q1 		$250K Buy
+3,270
New +$243K 0.17% 74

Other funds holding CL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

KFG Wealth Management's CL Position: Q3 2026 in Review

KFG Wealth Management reduced its Colgate-Palmolive (CL) stake by 28% in Q3 2026, selling an estimated $223K and leaving 6,326 shares worth $540K. The position accounts for 0.06% of the portfolio, ranked #129.

KFG Wealth Management first reported a position in CL in Q1 2023 and has held it in 15 quarters since. The position peaked at $966K in Q2 2025. 1,712 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • KFG Wealth Management held 6,326 shares of Colgate-Palmolive worth $540K as of Q3 2026.
  • KFG Wealth Management sold 2,468 Colgate-Palmolive shares in Q3 2026, an estimated $223K.
  • Colgate-Palmolive made up 0.06% of KFG Wealth Management's portfolio in Q3 2026, its #129 holding.
  • KFG Wealth Management first reported a position in Colgate-Palmolive in Q1 2023 and has held it in 15 quarters since.
  • KFG Wealth Management's Colgate-Palmolive position peaked at $966K in Q2 2025.
  • 1,712 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.