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Legacy Wealth Management (Idaho)’s Colgate-Palmolive CL Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-17
Closed -$1.45K – 322
2026
Q1 		$1.45K Buy
17
+8
+89% +$713 ﹤0.01% 822
2025
Q4 		$712 Buy
+9
New +$706 ﹤0.01% 788

Other funds holding CL

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Vanguard Capital Management
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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

Legacy Wealth Management (Idaho)'s CL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Colgate-Palmolive (CL) in Q2 2026, closing a stake of 17 shares — an estimated $1.45K sold.

Legacy Wealth Management (Idaho) first reported a position in CL in Q4 2025 and held it in 2 quarters. The position peaked at $1.45K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Colgate-Palmolive position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 17 Colgate-Palmolive shares in Q2 2026, an estimated $1.45K.
  • Legacy Wealth Management (Idaho) first reported a position in Colgate-Palmolive in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Colgate-Palmolive position peaked at $1.45K in Q1 2026.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.