LVW Advisors
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LVW Advisors’s Colgate-Palmolive CL Stock Holding History

LVW 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
Q3 		$616K Buy
7,217
+3
+0% +$272 0.05% 219
2026
Q2 		$661K Sell
7,214
-638
-8% -$55.8K 0.06% 183
2026
Q1 		$669K Sell
7,852
-1,924
-20% -$171K 0.06% 163
2025
Q4 		$772K Buy
9,776
+2,230
+30% +$175K 0.08% 120
2025
Q3 		$603K Sell
7,546
-2,746
-27% -$234K 0.06% 163
2025
Q2 		$936K Buy
10,292
+5,224
+103% +$477K 0.1% 118
2025
Q1 		$475K Sell
5,068
-320
-6% -$28.7K 0.06% 177
2024
Q4 		$490K Buy
5,388
+597
+12% +$57K 0.06% 193
2024
Q3 		$497K Buy
4,791
+1,891
+65% +$193K 0.06% 186
2024
Q2 		$281K Buy
+2,900
New +$268K 0.04% 239

Other funds holding CL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LVW Advisors's CL Position: Q3 2026 in Review

LVW Advisors increased its Colgate-Palmolive (CL) stake by 0.04% in Q3 2026, buying an estimated $272 and bringing the position to 7,217 shares worth $616K. The position accounts for 0.05% of the portfolio, ranked #219.

LVW Advisors first reported a position in CL in Q2 2024 and has held it in 10 quarters since. The position peaked at $936K in Q2 2025. 1,712 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • LVW Advisors held 7,217 shares of Colgate-Palmolive worth $616K as of Q3 2026.
  • LVW Advisors bought 3 Colgate-Palmolive shares in Q3 2026, an estimated $272.
  • Colgate-Palmolive made up 0.05% of LVW Advisors's portfolio in Q3 2026, its #219 holding.
  • LVW Advisors first reported a position in Colgate-Palmolive in Q2 2024 and has held it in 10 quarters since.
  • LVW Advisors's Colgate-Palmolive position peaked at $936K in Q2 2025.
  • 1,712 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.