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Lodestone Wealth Management’s Colgate-Palmolive CL Stock Holding History

Lodestone Wealth Management’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 		$52.9K Hold
577
– – 0.02% 308
2026
Q1 		$49.2K Hold
577
– – 0.02% 297
2025
Q4 		$45.6K Buy
+577
New +$45.2K 0.02% 304

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

Lodestone Wealth Management's CL Position: Q2 2026 in Review

Lodestone Wealth Management held its Colgate-Palmolive (CL) position steady in Q2 2026 at 577 shares worth $52.9K. The position accounts for 0.02% of the portfolio, ranked #308.

Lodestone Wealth Management first reported a position in CL in Q4 2025 and has held it in 3 quarters since. 2,011 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Lodestone Wealth Management held 577 shares of Colgate-Palmolive worth $52.9K as of Q2 2026.
  • Lodestone Wealth Management left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Lodestone Wealth Management first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 3 quarters since.
  • 2,011 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.