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

Perigon 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
Q1 		$1.68M Buy
19,740
+1,033
+6% +$92.1K 0.03% 410
2025
Q4 		$1.48M Buy
18,707
+813
+5% +$63.7K 0.03% 442
2025
Q3 		$1.43M Buy
17,894
+1,926
+12% +$164K 0.03% 423
2025
Q2 		$1.45M Sell
15,968
-4,524
-22% -$413K 0.03% 397
2025
Q1 		$1.92M Sell
20,492
-13,185
-39% -$1.18M 0.05% 309
2024
Q4 		$2.98M Buy
33,677
+1,184
+4% +$113K 0.07% 245
2024
Q3 		$3.37M Buy
32,493
+812
+3% +$82.8K 0.09% 210
2024
Q2 		$3.07M Sell
31,681
-662
-2% -$61.1K 0.09% 197
2024
Q1 		$2.91M Sell
32,343
-6,489
-17% -$550K 0.09% 203
2023
Q4 		$3.1M Buy
38,832
+3,900
+11% +$293K 0.1% 175
2023
Q3 		$2.48M Sell
34,932
-186
-0.5% -$13.9K 0.1% 183
2023
Q2 		$2.71M Buy
35,118
+14,515
+70% +$1.12M 0.11% 177
2023
Q1 		$1.55M Buy
20,603
+893
+5% +$66.4K 0.09% 205
2022
Q4 		$1.55M Buy
19,710
+5,182
+36% +$389K 0.1% 198
2022
Q3 		$1.02M Buy
14,528
+3,630
+33% +$285K 0.09% 201
2022
Q2 		$873K Buy
10,898
+140
+1% +$10.9K 0.07% 227
2022
Q1 		$816K Buy
10,758
+169
+2% +$13.4K 0.06% 267
2021
Q4 		$904K Buy
10,589
+778
+8% +$60.8K 0.06% 236
2021
Q3 		$742K Sell
9,811
-478
-5% -$38K 0.06% 237
2021
Q2 		$837K Buy
10,289
+1
+0% +$82 0.07% 224
2021
Q1 		$811K Sell
10,288
-77
-0.7% -$6.04K 0.08% 206
2020
Q4 		$886K Buy
10,365
+264
+3% +$21.8K 0.1% 159
2020
Q3 		$779K Buy
10,101
+656
+7% +$50K 0.11% 152
2020
Q2 		$692K Sell
9,445
-29
-0.3% -$2.06K 0.11% 149
2020
Q1 		$662K Buy
9,474
+1,291
+16% +$91K 0.12% 137
2019
Q4 		$560K Buy
8,183
+794
+11% +$54.1K 0.11% 132
2019
Q3 		$505K Sell
7,389
-185
-2% -$13.4K 0.12% 119
2019
Q2 		$543K Sell
7,574
-2,435
-24% -$173K 0.13% 120
2019
Q1 		$692K Hold
10,009
– – 0.16% 99
2018
Q4 		$623K Sell
10,009
-1,838
-16% -$115K 0.16% 106
2018
Q3 		$793K Sell
11,847
-2,219
-16% -$148K 0.2% 87
2018
Q2 		$912K Buy
14,066
+5,680
+68% +$372K 0.27% 82
2018
Q1 		$601K Buy
8,386
+15
+0.2% +$1.08K 0.22% 77
2017
Q4 		$632K Sell
8,371
-5,646
-40% -$412K 0.24% 69
2017
Q3 		$1.02M Sell
14,017
-22,551
-62% -$1.63M 0.33% 67
2017
Q2 		$2.71M Sell
36,568
-23
-0.1% -$1.71K 0.59% 48
2017
Q1 		$2.68M Buy
36,591
+113
+0.3% +$7.91K 0.57% 50
2016
Q4 		$2.68M Buy
36,478
+2,990
+9% +$205K 0.59% 50
2016
Q3 		$2.48M Buy
33,488
+270
+0.8% +$20K 0.64% 48
2016
Q2 		$2.43M Buy
33,218
+2,462
+8% +$175K 0.65% 44
2016
Q1 		$2.26M Hold
30,756
– – 0.71% 41
2015
Q4 		$2.05M Buy
30,756
+17,653
+135% +$1.17M 0.57% 49
2015
Q3 		$832K Buy
13,103
+268
+2% +$17.5K 0.25% 103
2015
Q2 		$840K Hold
12,835
– – 0.22% 106
2015
Q1 		$890K Buy
12,835
+5,715
+80% +$395K 0.24% 98
2014
Q4 		$493K Buy
7,120
+65
+0.9% +$4.39K 0.15% 131
2014
Q3 		$460K Sell
7,055
-4,381
-38% -$289K 0.14% 126
2014
Q2 		$780K Buy
11,436
+180
+2% +$12.1K 0.22% 97
2014
Q1 		$730K Hold
11,256
– – 0.4% 55
2013
Q4 		$734K Buy
+11,256
New +$720K 0.41% 49

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

Perigon Wealth Management's CL Position: Q1 2026 in Review

Perigon Wealth Management increased its Colgate-Palmolive (CL) stake by 5.5% in Q1 2026, buying an estimated $92.1K and bringing the position to 19,740 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #410.

Perigon Wealth Management first reported a position in CL in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.37M in Q3 2024. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Perigon Wealth Management held 19,740 shares of Colgate-Palmolive worth $1.68M as of Q1 2026.
  • Perigon Wealth Management bought 1,033 Colgate-Palmolive shares in Q1 2026, an estimated $92.1K.
  • Colgate-Palmolive made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #410 holding.
  • Perigon Wealth Management first reported a position in Colgate-Palmolive in Q4 2013 and has held it in 50 quarters since.
  • Perigon Wealth Management's Colgate-Palmolive position peaked at $3.37M in Q3 2024.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.