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Personal CFO Solutions’s Colgate-Palmolive CL Stock Holding History

Personal CFO Solutions’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 		$266K Buy
3,122
+443
+17% +$39.5K 0.04% 415
2025
Q4 		$212K Buy
+2,679
New +$210K 0.03% 489
2025
Q3 		– Sell
-2,335
Closed -$212K – 499
2025
Q2 		$212K Sell
2,335
-711
-23% -$64.9K 0.04% 454
2025
Q1 		$285K Buy
+3,046
New +$273K 0.06% 329

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

Personal CFO Solutions's CL Position: Q1 2026 in Review

Personal CFO Solutions increased its Colgate-Palmolive (CL) stake by 17% in Q1 2026, buying an estimated $39.5K and bringing the position to 3,122 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #415.

Personal CFO Solutions first reported a position in CL in Q1 2025 and has held it in 4 quarters since. The position peaked at $285K in Q1 2025. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Personal CFO Solutions held 3,122 shares of Colgate-Palmolive worth $266K as of Q1 2026.
  • Personal CFO Solutions bought 443 Colgate-Palmolive shares in Q1 2026, an estimated $39.5K.
  • Colgate-Palmolive made up 0.04% of Personal CFO Solutions's portfolio in Q1 2026, its #415 holding.
  • Personal CFO Solutions first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 4 quarters since.
  • Personal CFO Solutions's Colgate-Palmolive position peaked at $285K in Q1 2025.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.