Mission Wealth Management’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.91M | Buy |
+20,832
| New | +$1.82M | 0.02% | 324 |
|
|
2026
Q1 | – | Sell |
-3,944
| Closed | -$312K | – | 734 |
|
|
2025
Q4 | $312K | Sell |
3,944
-621
| -14% | -$48.7K | 0.01% | 606 |
|
|
2025
Q3 | $365K | Sell |
4,565
-1,897
| -29% | -$162K | 0.01% | 557 |
|
|
2025
Q2 | $587K | Sell |
6,462
-8
| -0.1% | -$730 | 0.01% | 437 |
|
|
2025
Q1 | $606K | Sell |
6,470
-22
| -0.3% | -$1.97K | 0.01% | 410 |
|
|
2024
Q4 | $590K | Sell |
6,492
-13
| -0.2% | -$1.24K | 0.01% | 389 |
|
|
2024
Q3 | $675K | Buy |
6,505
+2,227
| +52% | +$227K | 0.02% | 369 |
|
|
2024
Q2 | $415K | Buy |
4,278
+116
| +3% | +$10.7K | 0.01% | 453 |
|
|
2024
Q1 | $375K | Buy |
4,162
+973
| +31% | +$82.4K | 0.01% | 504 |
|
|
2023
Q4 | $254K | Buy |
+3,189
| New | +$240K | 0.01% | 509 |
|
|
2023
Q2 | – | Sell |
-3,496
| Closed | -$263K | – | 552 |
|
|
2023
Q1 | $263K | Sell |
3,496
-152
| -4% | -$11.3K | 0.01% | 461 |
|
|
2022
Q4 | $287K | Buy |
3,648
+232
| +7% | +$17.4K | 0.01% | 431 |
|
|
2022
Q3 | $240K | Sell |
3,416
-1,010
| -23% | -$79.2K | 0.01% | 434 |
|
|
2022
Q2 | $355K | Sell |
4,426
-5
| -0.1% | -$391 | 0.02% | 366 |
|
|
2022
Q1 | $336K | Sell |
4,431
-129
| -3% | -$10.2K | 0.02% | 393 |
|
|
2021
Q4 | $389K | Buy |
4,560
+134
| +3% | +$10.5K | 0.02% | 375 |
|
|
2021
Q3 | $334K | Buy |
4,426
+106
| +2% | +$8.42K | 0.02% | 385 |
|
|
2021
Q2 | $351K | Sell |
4,320
-327
| -7% | -$26.7K | 0.02% | 360 |
|
|
2021
Q1 | $366K | Sell |
4,647
-341
| -7% | -$26.7K | 0.02% | 319 |
|
|
2020
Q4 | $426K | Buy |
4,988
+760
| +18% | +$62.8K | 0.03% | 273 |
|
|
2020
Q3 | $326K | Sell |
4,228
-5
| -0.1% | -$381 | 0.02% | 264 |
|
|
2020
Q2 | $310K | Sell |
4,233
-15
| -0.4% | -$1.07K | 0.03% | 250 |
|
|
2020
Q1 | $282K | Buy |
4,248
+312
| +8% | +$22K | 0.03% | 219 |
|
|
2019
Q4 | $271K | Buy |
3,936
+227
| +6% | +$15.5K | 0.03% | 272 |
|
|
2019
Q3 | $273K | Sell |
3,709
-263
| -7% | -$19.1K | 0.03% | 251 |
|
|
2019
Q2 | $285K | Buy |
3,972
+6
| +0.2% | +$426 | 0.03% | 244 |
|
|
2019
Q1 | $272K | Buy |
+3,966
| New | +$256K | 0.03% | 243 |
|
|
2018
Q2 | – | Sell |
-3,370
| Closed | -$242K | – | 270 |
|
|
2018
Q1 | $242K | Buy |
3,370
+41
| +1% | +$2.95K | 0.04% | 193 |
|
|
2017
Q4 | $251K | Buy |
+3,329
| New | +$243K | 0.04% | 173 |
|
Other funds holding CL
Mission Wealth Management's CL Position: Q2 2026 in Review
Mission Wealth Management opened a new position in Colgate-Palmolive (CL) in Q2 2026: 20,832 shares worth $1.91M. The stake represents 0.02% of the portfolio and ranks #324 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in CL as recently as Q4 2025.
Mission Wealth Management first reported a position in CL in Q4 2017 and has held it in 29 quarters since. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.
- Mission Wealth Management held 20,832 shares of Colgate-Palmolive worth $1.91M as of Q2 2026.
- Colgate-Palmolive was a new Mission Wealth Management position in Q2 2026.
- Colgate-Palmolive made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #324 holding.
- Mission Wealth Management first reported a position in Colgate-Palmolive in Q4 2017 and has held it in 29 quarters since.
- 2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.
Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.