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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
Q2 		$862K Buy
9,399
+2,128
+29% +$186K 0.09% 148
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 $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 $3.37T AUM 44.26% 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

Lifeworks Advisors's CL Position: Q2 2026 in Review

Lifeworks Advisors increased its Colgate-Palmolive (CL) stake by 29% in Q2 2026, buying an estimated $186K and bringing the position to 9,399 shares worth $862K. The position accounts for 0.09% of the portfolio, ranked #148.

Lifeworks Advisors first reported a position in CL in Q2 2022 and has held it in 16 quarters since. The position peaked at $888K in Q4 2023. 2,020 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Lifeworks Advisors held 9,399 shares of Colgate-Palmolive worth $862K as of Q2 2026.
  • Lifeworks Advisors bought 2,128 Colgate-Palmolive shares in Q2 2026, an estimated $186K.
  • Colgate-Palmolive made up 0.09% of Lifeworks Advisors's portfolio in Q2 2026, its #148 holding.
  • Lifeworks Advisors first reported a position in Colgate-Palmolive in Q2 2022 and has held it in 16 quarters since.
  • Lifeworks Advisors's Colgate-Palmolive position peaked at $888K in Q4 2023.
  • 2,020 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.