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Live Oak Private Wealth’s Colgate-Palmolive CL Stock Holding History

Live Oak Private Wealth’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 		$259K Sell
3,034
-3
-0.1% -$267 0.04% 180
2025
Q4 		$240K Hold
3,037
– – 0.03% 180
2025
Q3 		$243K Buy
3,037
+3
+0.1% +$256 0.03% 175
2025
Q2 		$276K Sell
3,034
-20
-0.7% -$1.83K 0.04% 162
2025
Q1 		$286K Hold
3,054
– – 0.05% 149
2024
Q4 		$278K Hold
3,054
– – 0.05% 152
2024
Q3 		$317K Buy
3,054
+66
+2% +$6.73K 0.05% 138
2024
Q2 		$290K Sell
2,988
-60
-2% -$5.54K 0.05% 137
2024
Q1 		$274K Sell
3,048
-86
-3% -$7.29K 0.05% 145
2023
Q4 		$250K Sell
3,134
-135
-4% -$10.2K 0.05% 142
2023
Q3 		$232K Sell
3,269
-28
-0.8% -$2.09K 0.05% 136
2023
Q2 		$254K Buy
3,297
+78
+2% +$6.04K 0.05% 136
2023
Q1 		$242K Sell
3,219
-1,191
-27% -$88.6K 0.05% 138
2022
Q4 		$347K Hold
4,410
– – 0.07% 125
2022
Q3 		$310K Hold
4,410
– – 0.07% 130
2022
Q2 		$353K Buy
+4,410
New +$345K 0.07% 130
2020
Q1 		– Sell
-4,000
Closed -$275K – 76
2019
Q4 		$275K Buy
+4,000
New +$273K 0.27% 63

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

Live Oak Private Wealth's CL Position: Q1 2026 in Review

Live Oak Private Wealth reduced its Colgate-Palmolive (CL) stake by 0.1% in Q1 2026, selling an estimated $267 and leaving 3,034 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #180.

Live Oak Private Wealth first reported a position in CL in Q4 2019 and has held it in 17 quarters since. The position peaked at $353K in Q2 2022. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Live Oak Private Wealth held 3,034 shares of Colgate-Palmolive worth $259K as of Q1 2026.
  • Live Oak Private Wealth sold 3 Colgate-Palmolive shares in Q1 2026, an estimated $267.
  • Colgate-Palmolive made up 0.04% of Live Oak Private Wealth's portfolio in Q1 2026, its #180 holding.
  • Live Oak Private Wealth first reported a position in Colgate-Palmolive in Q4 2019 and has held it in 17 quarters since.
  • Live Oak Private Wealth's Colgate-Palmolive position peaked at $353K in Q2 2022.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.