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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

McCarter Private Wealth Services's CL Position: Q1 2026 in Review

McCarter Private Wealth Services reduced its Colgate-Palmolive (CL) stake by 5% in Q1 2026, selling an estimated $22.3K and leaving 4,734 shares worth $403K. The position accounts for 0.18% of the portfolio, ranked #104.

McCarter Private Wealth Services first reported a position in CL in Q3 2024 and has held it in 7 quarters since. The position peaked at $595K in Q3 2024. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

McCarter Private Wealth Services held 4,734 shares of Colgate-Palmolive worth $403K as of Q1 2026.
McCarter Private Wealth Services sold 250 Colgate-Palmolive shares in Q1 2026, an estimated $22.3K.
Colgate-Palmolive made up 0.18% of McCarter Private Wealth Services's portfolio in Q1 2026, its #104 holding.
McCarter Private Wealth Services first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 7 quarters since.
McCarter Private Wealth Services's Colgate-Palmolive position peaked at $595K in Q3 2024.
1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.