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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Modern Wealth Management's CL Position: Q1 2026 in Review

Modern Wealth Management increased its Colgate-Palmolive (CL) stake by 11% in Q1 2026, buying an estimated $60.4K and bringing the position to 6,674 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #546.

Modern Wealth Management first reported a position in CL in Q4 2024 and has held it in 6 quarters since. The position peaked at $769K in Q1 2025. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Modern Wealth Management held 6,674 shares of Colgate-Palmolive worth $570K as of Q1 2026.
  • Modern Wealth Management bought 678 Colgate-Palmolive shares in Q1 2026, an estimated $60.4K.
  • Colgate-Palmolive made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #546 holding.
  • Modern Wealth Management first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 6 quarters since.
  • Modern Wealth Management's Colgate-Palmolive position peaked at $769K in Q1 2025.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.