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 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 $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

Opal Wealth Advisors's CL Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Colgate-Palmolive (CL) in Q1 2026: 2,574 shares worth $219K. The stake represents 0.05% of the portfolio and ranks #191 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in CL as recently as Q2 2025.

Opal Wealth Advisors first reported a position in CL in Q4 2021 and has held it in 11 quarters since. The position peaked at $250K in Q3 2024. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Opal Wealth Advisors held 2,574 shares of Colgate-Palmolive worth $219K as of Q1 2026.
Colgate-Palmolive was a new Opal Wealth Advisors position in Q1 2026.
Colgate-Palmolive made up 0.05% of Opal Wealth Advisors's portfolio in Q1 2026, its #191 holding.
Opal Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 11 quarters since.
Opal Wealth Advisors's Colgate-Palmolive position peaked at $250K in Q3 2024.
1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.