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

Kingsview 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
2018
Q2 		– Sell
-1,500
Closed -$1K – 387
2018
Q1 		$1K Buy
+1,500
New +$108K ﹤0.01% 346

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VCM
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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

Kingsview Wealth Management's CL Position: Q1 2026 in Review

Kingsview Wealth Management increased its Colgate-Palmolive (CL) stake by 9.9% in Q1 2026, buying an estimated $109K and bringing the position to 13,554 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #639.

Kingsview Wealth Management first reported a position in CL in Q4 2017 and has held it in 29 quarters since. The position peaked at $3.28M in Q4 2024. 1,948 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Kingsview Wealth Management held 13,554 shares of Colgate-Palmolive worth $1.16M as of Q1 2026.
  • Kingsview Wealth Management bought 1,226 Colgate-Palmolive shares in Q1 2026, an estimated $109K.
  • Colgate-Palmolive made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #639 holding.
  • Kingsview Wealth Management first reported a position in Colgate-Palmolive in Q4 2017 and has held it in 29 quarters since.
  • Kingsview Wealth Management's Colgate-Palmolive position peaked at $3.28M in Q4 2024.
  • 1,948 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.