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ORG Wealth Partners’s Colgate-Palmolive CL Stock Holding History

ORG 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 		$216K Buy
2,538
+11
+0.4% +$980 0.04% 216
2025
Q4 		$200K Buy
2,527
+1,311
+108% +$103K 0.05% 203
2025
Q3 		$97.2K Sell
1,216
-59
-5% -$5.03K 0.02% 276
2025
Q2 		$117K Sell
1,275
-43
-3% -$3.93K 0.03% 223
2025
Q1 		$124K Sell
1,318
-2,536
-66% -$227K 0.04% 230
2024
Q4 		$350K Sell
3,854
-227
-6% -$21.7K 0.11% 89
2024
Q3 		$424K Buy
+4,081
New +$416K 0.14% 76

Other funds holding CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ORG Wealth Partners's CL Position: Q1 2026 in Review

ORG Wealth Partners increased its Colgate-Palmolive (CL) stake by 0.44% in Q1 2026, buying an estimated $980 and bringing the position to 2,538 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #216.

ORG Wealth Partners first reported a position in CL in Q3 2024 and has held it in 7 quarters since. The position peaked at $424K in Q3 2024. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • ORG Wealth Partners held 2,538 shares of Colgate-Palmolive worth $216K as of Q1 2026.
  • ORG Wealth Partners bought 11 Colgate-Palmolive shares in Q1 2026, an estimated $980.
  • Colgate-Palmolive made up 0.04% of ORG Wealth Partners's portfolio in Q1 2026, its #216 holding.
  • ORG Wealth Partners first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's Colgate-Palmolive position peaked at $424K in Q3 2024.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.