Legacy Edge Advisors
CL icon

Legacy Edge Advisors’s Colgate-Palmolive CL Stock Holding History

Legacy Edge 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
Q3 		$235K Hold
2,749
– – 0.02% 232
2026
Q2 		$252K Buy
2,749
+40
+1% +$3.5K 0.02% 212
2026
Q1 		$231K Buy
2,709
+73
+3% +$6.51K 0.02% 210
2025
Q4 		$208K Sell
2,636
-133
-5% -$10.4K 0.02% 210
2025
Q3 		$221K Buy
+2,769
New +$236K 0.03% 195

Other funds holding CL

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Vanguard Capital Management
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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

Legacy Edge Advisors's CL Position: Q3 2026 in Review

Legacy Edge Advisors held its Colgate-Palmolive (CL) position steady in Q3 2026 at 2,749 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #232.

Legacy Edge Advisors first reported a position in CL in Q3 2025 and has held it in 5 quarters since. The position peaked at $252K in Q2 2026. 1,712 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Legacy Edge Advisors held 2,749 shares of Colgate-Palmolive worth $235K as of Q3 2026.
  • Legacy Edge Advisors left its Colgate-Palmolive share count unchanged in Q3 2026.
  • Colgate-Palmolive made up 0.02% of Legacy Edge Advisors's portfolio in Q3 2026, its #232 holding.
  • Legacy Edge Advisors first reported a position in Colgate-Palmolive in Q3 2025 and has held it in 5 quarters since.
  • Legacy Edge Advisors's Colgate-Palmolive position peaked at $252K in Q2 2026.
  • 1,712 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.