Mosaic Family Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Mosaic Family Wealth Partners’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	$366K	Buy	4,290 +1,728	+67%	+$154K	0.04%	209
2025 Q4	$202K	Buy	+2,562	New	+$201K	0.02%	229
2024 Q4	–	Sell	-2,055	Closed	-$213K	–	215
2024 Q3	$213K	Buy	+2,055	New	+$209K	0.03%	194
2024 Q2	–	Sell	-2,287	Closed	-$206K	–	197
2024 Q1	$206K	Buy	+2,287	New	+$194K	0.03%	197

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

Mosaic Family Wealth Partners's CL Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Colgate-Palmolive (CL) stake by 67% in Q1 2026, buying an estimated $154K and bringing the position to 4,290 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #209.

Mosaic Family Wealth Partners first reported a position in CL in Q1 2024 and has held it in 4 quarters since. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Mosaic Family Wealth Partners held 4,290 shares of Colgate-Palmolive worth $366K as of Q1 2026.
Mosaic Family Wealth Partners bought 1,728 Colgate-Palmolive shares in Q1 2026, an estimated $154K.
Colgate-Palmolive made up 0.04% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #209 holding.
Mosaic Family Wealth Partners first reported a position in Colgate-Palmolive in Q1 2024 and has held it in 4 quarters since.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.