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

Modern 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 		$565K Sell
6,164
-510
-8% -$44.6K 0.01% 680
2026
Q1 		$570K Buy
6,674
+678
+11% +$60.4K 0.01% 546
2025
Q4 		$474K Buy
5,996
+678
+13% +$53.2K 0.01% 546
2025
Q3 		$425K Sell
5,318
-1,709
-24% -$146K 0.01% 547
2025
Q2 		$639K Sell
7,027
-1,179
-14% -$108K 0.02% 438
2025
Q1 		$769K Buy
8,206
+5,973
+267% +$535K 0.02% 344
2024
Q4 		$203K Buy
+2,233
New +$213K 0.01% 552

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 $3.38T AUM 44.17% 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

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

Modern Wealth Management reduced its Colgate-Palmolive (CL) stake by 7.6% in Q2 2026, selling an estimated $44.6K and leaving 6,164 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #680.

Modern Wealth Management first reported a position in CL in Q4 2024 and has held it in 7 quarters since. The position peaked at $769K in Q1 2025. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Modern Wealth Management held 6,164 shares of Colgate-Palmolive worth $565K as of Q2 2026.
  • Modern Wealth Management sold 510 Colgate-Palmolive shares in Q2 2026, an estimated $44.6K.
  • Colgate-Palmolive made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #680 holding.
  • Modern Wealth Management first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's Colgate-Palmolive position peaked at $769K in Q1 2025.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

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