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

OneAscent 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	$316K	Sell	3,703 -117	-3%	-$10.4K	0.1%	107
2025 Q4	$302K	Sell	3,820 -144	-4%	-$11.3K	0.1%	112
2025 Q3	$317K	Sell	3,964 -37	-0.9%	-$3.16K	0.11%	118
2025 Q2	$364K	Buy	4,001 +209	+6%	+$19.1K	0.13%	87
2025 Q1	$355K	Buy	3,792 +67	+2%	+$6K	0.15%	78
2024 Q4	$339K	Buy	3,725 +149	+4%	+$14.2K	0.14%	93
2024 Q3	$371K	Buy	+3,576	New	+$364K	0.14%	100

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

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

OneAscent Wealth Management reduced its Colgate-Palmolive (CL) stake by 3.1% in Q1 2026, selling an estimated $10.4K and leaving 3,703 shares worth $316K. The position accounts for 0.1% of the portfolio, ranked #107.

OneAscent Wealth Management first reported a position in CL in Q3 2024 and has held it in 7 quarters since. The position peaked at $371K in Q3 2024. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

OneAscent Wealth Management held 3,703 shares of Colgate-Palmolive worth $316K as of Q1 2026.
OneAscent Wealth Management sold 117 Colgate-Palmolive shares in Q1 2026, an estimated $10.4K.
Colgate-Palmolive made up 0.1% of OneAscent Wealth Management's portfolio in Q1 2026, its #107 holding.
OneAscent Wealth Management first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 7 quarters since.
OneAscent Wealth Management's Colgate-Palmolive position peaked at $371K in Q3 2024.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on OneAscent Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.