McCarter Private Wealth Services’s Colgate-Palmolive CL Stock Holding History

McCarter Private Wealth Services’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	$364K	Sell	3,969 -765	-16%	-$66.9K	0.13%	127
2026 Q1	$403K	Sell	4,734 -250	-5%	-$22.3K	0.18%	104
2025 Q4	$394K	Hold	4,984	–	–	0.18%	107
2025 Q3	$398K	Sell	4,984 -285	-5%	-$24.3K	0.2%	91
2025 Q2	$479K	Hold	5,269	–	–	0.27%	68
2025 Q1	$494K	Sell	5,269 -280	-5%	-$25.1K	0.32%	58
2024 Q4	$504K	Sell	5,549 -180	-3%	-$17.2K	0.32%	57
2024 Q3	$595K	Buy	+5,729	New	+$584K	0.38%	54

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

McCarter Private Wealth Services's CL Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Colgate-Palmolive (CL) stake by 16% in Q2 2026, selling an estimated $66.9K and leaving 3,969 shares worth $364K. The position accounts for 0.13% of the portfolio, ranked #127.

McCarter Private Wealth Services first reported a position in CL in Q3 2024 and has held it in 8 quarters since. The position peaked at $595K in Q3 2024. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

McCarter Private Wealth Services held 3,969 shares of Colgate-Palmolive worth $364K as of Q2 2026.
McCarter Private Wealth Services sold 765 Colgate-Palmolive shares in Q2 2026, an estimated $66.9K.
Colgate-Palmolive made up 0.13% of McCarter Private Wealth Services's portfolio in Q2 2026, its #127 holding.
McCarter Private Wealth Services first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Colgate-Palmolive position peaked at $595K in Q3 2024.
2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.