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 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%	+$2.87K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Opal Wealth Advisors's CL Position: Q2 2026 in Review

Opal Wealth Advisors increased its Colgate-Palmolive (CL) stake by 0.47% in Q2 2026, buying an estimated $1.05K and bringing the position to 2,586 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #196.

Opal Wealth Advisors first reported a position in CL in Q4 2021 and has held it in 12 quarters since. The position peaked at $250K in Q3 2024. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Opal Wealth Advisors held 2,586 shares of Colgate-Palmolive worth $237K as of Q2 2026.
Opal Wealth Advisors bought 12 Colgate-Palmolive shares in Q2 2026, an estimated $1.05K.
Colgate-Palmolive made up 0.05% of Opal Wealth Advisors's portfolio in Q2 2026, its #196 holding.
Opal Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 12 quarters since.
Opal Wealth Advisors's Colgate-Palmolive position peaked at $250K in Q3 2024.
2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.