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Lifeworks Advisors’s Colgate-Palmolive CL Stock Holding History

Lifeworks 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
Q1 		$620K Sell
7,271
-1,484
-17% -$132K 0.08% 167
2025
Q4 		$692K Buy
8,755
+1,322
+18% +$104K 0.09% 175
2025
Q3 		$594K Sell
7,433
-26
-0.3% -$2.22K 0.08% 188
2025
Q2 		$678K Sell
7,459
-891
-11% -$81.3K 0.1% 162
2025
Q1 		$782K Buy
8,350
+784
+10% +$70.2K 0.13% 142
2024
Q4 		$688K Sell
7,566
-817
-10% -$78K 0.12% 142
2024
Q3 		$870K Sell
8,383
-624
-7% -$63.6K 0.17% 125
2024
Q2 		$874K Sell
9,007
-657
-7% -$60.6K 0.24% 91
2024
Q1 		$870K Sell
9,664
-1,475
-13% -$125K 0.24% 96
2023
Q4 		$888K Sell
11,139
-1,104
-9% -$83K 0.31% 85
2023
Q3 		$871K Buy
12,243
+3,703
+43% +$277K 0.34% 84
2023
Q2 		$658K Buy
8,540
+3,476
+69% +$269K 0.28% 90
2023
Q1 		$381K Buy
+5,064
New +$377K 0.18% 116
2022
Q4 		– Sell
-3,371
Closed -$249K – 116
2022
Q3 		$249K Buy
3,371
+395
+13% +$31K 0.14% 113
2022
Q2 		$238K Buy
+2,976
New +$233K 0.15% 117

Other funds holding CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Lifeworks Advisors's CL Position: Q1 2026 in Review

Lifeworks Advisors reduced its Colgate-Palmolive (CL) stake by 17% in Q1 2026, selling an estimated $132K and leaving 7,271 shares worth $620K. The position accounts for 0.08% of the portfolio, ranked #167.

Lifeworks Advisors first reported a position in CL in Q2 2022 and has held it in 15 quarters since. The position peaked at $888K in Q4 2023. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Lifeworks Advisors held 7,271 shares of Colgate-Palmolive worth $620K as of Q1 2026.
  • Lifeworks Advisors sold 1,484 Colgate-Palmolive shares in Q1 2026, an estimated $132K.
  • Colgate-Palmolive made up 0.08% of Lifeworks Advisors's portfolio in Q1 2026, its #167 holding.
  • Lifeworks Advisors first reported a position in Colgate-Palmolive in Q2 2022 and has held it in 15 quarters since.
  • Lifeworks Advisors's Colgate-Palmolive position peaked at $888K in Q4 2023.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.