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

Partnership 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 Q3	$1.47M	Hold	17,254	–	–	1.05%	19
2026 Q2	$1.58M	Hold	17,254	–	–	1.07%	19
2026 Q1	$1.47M	Hold	17,254	–	–	1.12%	18
2025 Q4	$1.36M	Hold	17,254	–	–	0.98%	25
2025 Q3	$1.38M	Hold	17,254	–	–	1.06%	23
2025 Q2	$1.57M	Hold	17,254	–	–	1.27%	15
2025 Q1	$1.62M	Hold	17,254	–	–	1.37%	18
2024 Q4	$1.57M	Hold	17,254	–	–	1.31%	18
2024 Q3	$1.79M	Hold	17,254	–	–	1.26%	17
2024 Q2	$1.67M	Hold	17,254	–	–	1.24%	16
2024 Q1	$1.55M	Hold	17,254	–	–	1.09%	34
2023 Q4	$1.45M	Buy	+17,254	New	+$1.3M	1.1%	31

Other funds holding CL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Partnership Wealth Management's CL Position: Q3 2026 in Review

Partnership Wealth Management held its Colgate-Palmolive (CL) position steady in Q3 2026 at 17,254 shares worth $1.47M. The position accounts for 1.05% of the portfolio, ranked #19.

Partnership Wealth Management first reported a position in CL in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.79M in Q3 2024. 1,322 funds tracked by Wall St. Rank hold CL as of Q3 2026.

Partnership Wealth Management held 17,254 shares of Colgate-Palmolive worth $1.47M as of Q3 2026.
Partnership Wealth Management left its Colgate-Palmolive share count unchanged in Q3 2026.
Colgate-Palmolive made up 1.05% of Partnership Wealth Management's portfolio in Q3 2026, its #19 holding.
Partnership Wealth Management first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 12 quarters since.
Partnership Wealth Management's Colgate-Palmolive position peaked at $1.79M in Q3 2024.
1,322 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.