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

Lyell 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 		$731K Buy
+7,970
New +$697K 0.04% 141

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

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

Lyell Wealth Management opened a new position in Colgate-Palmolive (CL) in Q2 2026: 7,970 shares worth $731K. The stake represents 0.04% of the portfolio and ranks #141 among its holdings.

2,011 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Lyell Wealth Management held 7,970 shares of Colgate-Palmolive worth $731K as of Q2 2026.
  • Colgate-Palmolive was a new Lyell Wealth Management position in Q2 2026.
  • Colgate-Palmolive made up 0.04% of Lyell Wealth Management's portfolio in Q2 2026, its #141 holding.
  • 2,011 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.