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Medallion Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Medallion Wealth 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
Q2 		$39K Sell
425
-60
-12% -$5.25K 0.01% 512
2026
Q1 		$41.3K Hold
485
– – 0.01% 507
2025
Q4 		$38.3K Hold
485
– – 0.01% 510
2025
Q3 		$38.8K Hold
485
– – 0.01% 509
2025
Q2 		$44.6K Hold
485
– – 0.02% 481
2025
Q1 		$45.5K Buy
485
+25
+5% +$2.24K 0.02% 444
2024
Q4 		$42K Buy
+460
New +$43.9K 0.02% 441

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

Medallion Wealth Advisors's CL Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Colgate-Palmolive (CL) stake by 12% in Q2 2026, selling an estimated $5.25K and leaving 425 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #512.

Medallion Wealth Advisors first reported a position in CL in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.5K in Q1 2025. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Medallion Wealth Advisors held 425 shares of Colgate-Palmolive worth $39K as of Q2 2026.
  • Medallion Wealth Advisors sold 60 Colgate-Palmolive shares in Q2 2026, an estimated $5.25K.
  • Colgate-Palmolive made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #512 holding.
  • Medallion Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Colgate-Palmolive position peaked at $45.5K in Q1 2025.
  • 2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.