Opal Wealth Advisors
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Opal Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Opal Wealth Advisors’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
Q3 		$220K Sell
2,573
-13
-0.5% -$1.18K 0.05% 195
2026
Q2 		$237K Buy
2,586
+12
+0.5% +$1.05K 0.05% 196
2026
Q1 		$219K Buy
+2,574
New +$229K 0.05% 191
2025
Q3 		– Sell
-2,445
Closed -$222K – 263
2025
Q2 		$222K Buy
2,445
+5
+0.2% +$456 0.06% 177
2025
Q1 		$229K Buy
2,440
+32
+1% +$2.86K 0.07% 161
2024
Q4 		$219K Hold
2,408
– – 0.07% 178
2024
Q3 		$250K Hold
2,408
– – 0.08% 152
2024
Q2 		$234K Sell
2,408
-64
-3% -$5.9K 0.08% 154
2024
Q1 		$223K Buy
+2,472
New +$209K 0.08% 162
2023
Q3 		– Sell
-2,601
Closed -$200K – 144
2023
Q2 		$200K Buy
+2,601
New +$201K 0.1% 142
2023
Q1 		– Sell
-2,567
Closed -$202K – 118
2022
Q4 		$202K Buy
+2,567
New +$192K 0.11% 119
2022
Q3 		– Sell
-2,504
Closed -$201K – 103
2022
Q2 		$201K Buy
+2,504
New +$196K 0.13% 106
2022
Q1 		– Sell
-2,497
Closed -$213K – 109
2021
Q4 		$213K Buy
+2,497
New +$195K 0.13% 115

Other funds holding CL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Avity Investment Management
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Opal Wealth Advisors's CL Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Colgate-Palmolive (CL) stake by 0.5% in Q3 2026, selling an estimated $1.18K and leaving 2,573 shares worth $220K. The position accounts for 0.05% of the portfolio, ranked #195.

Opal Wealth Advisors first reported a position in CL in Q4 2021 and has held it in 13 quarters since. The position peaked at $250K in Q3 2024. 389 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Opal Wealth Advisors held 2,573 shares of Colgate-Palmolive worth $220K as of Q3 2026.
  • Opal Wealth Advisors sold 13 Colgate-Palmolive shares in Q3 2026, an estimated $1.18K.
  • Colgate-Palmolive made up 0.05% of Opal Wealth Advisors's portfolio in Q3 2026, its #195 holding.
  • Opal Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 13 quarters since.
  • Opal Wealth Advisors's Colgate-Palmolive position peaked at $250K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.