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Kingswood Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Kingswood Wealth Advisors’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
Q2 		$249K Buy
+2,714
New +$237K 0.01% 864
2024
Q4 		– Sell
-14,267
Closed -$1.48M – 810
2024
Q3 		$1.48M Buy
14,267
+186
+1% +$19K 0.11% 222
2024
Q2 		$1.37M Buy
14,081
+496
+4% +$45.8K 0.12% 181
2024
Q1 		$1.22M Sell
13,585
-375
-3% -$31.8K 0.14% 169
2023
Q4 		$1.11M Buy
13,960
+1,584
+13% +$119K 0.13% 177
2023
Q3 		$880K Buy
+12,376
New +$925K 0.15% 161

Other funds holding CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kingswood Wealth Advisors's CL Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Colgate-Palmolive (CL) in Q2 2026: 2,714 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in CL as recently as Q3 2024.

Kingswood Wealth Advisors first reported a position in CL in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.48M in Q3 2024. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Kingswood Wealth Advisors held 2,714 shares of Colgate-Palmolive worth $249K as of Q2 2026.
  • Colgate-Palmolive was a new Kingswood Wealth Advisors position in Q2 2026.
  • Colgate-Palmolive made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #864 holding.
  • Kingswood Wealth Advisors first reported a position in Colgate-Palmolive in Q3 2023 and has held it in 6 quarters since.
  • Kingswood Wealth Advisors's Colgate-Palmolive position peaked at $1.48M in Q3 2024.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.