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 Q2	$278K	Hold	3,034	–	–	0.03%	180
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Live Oak Private Wealth's CL Position: Q2 2026 in Review

Live Oak Private Wealth held its Colgate-Palmolive (CL) position steady in Q2 2026 at 3,034 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #180.

Live Oak Private Wealth first reported a position in CL in Q4 2019 and has held it in 18 quarters since. The position peaked at $353K in Q2 2022. 2,015 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Live Oak Private Wealth held 3,034 shares of Colgate-Palmolive worth $278K as of Q2 2026.
Live Oak Private Wealth left its Colgate-Palmolive share count unchanged in Q2 2026.
Colgate-Palmolive made up 0.03% of Live Oak Private Wealth's portfolio in Q2 2026, its #180 holding.
Live Oak Private Wealth first reported a position in Colgate-Palmolive in Q4 2019 and has held it in 18 quarters since.
Live Oak Private Wealth's Colgate-Palmolive position peaked at $353K in Q2 2022.
2,015 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.