Pinnacle Wealth Planning Services’s Colgate-Palmolive CL Stock Holding History

Pinnacle Wealth Planning Services’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	$131K	Sell	1,541 -111	-7%	-$9.89K	0.01%	658
2025 Q4	$131K	Buy	+1,652	New	+$130K	0.01%	646
2024 Q4	–	Sell	-2,118	Closed	-$220K	–	421
2024 Q3	$220K	Sell	2,118 -9	-0.4%	-$917	0.03%	429
2024 Q2	$206K	Buy	+2,127	New	+$196K	0.03%	418
2023 Q2	–	Sell	-2,855	Closed	-$215K	–	468
2023 Q1	$215K	Sell	2,855 -159	-5%	-$11.8K	0.04%	366
2022 Q4	$237K	Sell	3,014 -1,424	-32%	-$107K	0.04%	312
2022 Q3	$312K	Buy	4,438 +29	+0.7%	+$2.27K	0.06%	227
2022 Q2	$353K	Buy	4,409 +211	+5%	+$16.5K	0.06%	208
2022 Q1	$318K	Sell	4,198 -82	-2%	-$6.5K	0.06%	259
2021 Q4	$365K	Buy	4,280 +713	+20%	+$55.7K	0.07%	224
2021 Q3	$270K	Buy	3,567 +248	+7%	+$19.7K	0.06%	258
2021 Q2	$270K	Buy	3,319 +24	+0.7%	+$1.96K	0.06%	253
2021 Q1	$260K	Buy	3,295 +666	+25%	+$52.2K	0.07%	238
2020 Q4	$224K	Buy	+2,629	New	+$217K	0.05%	258

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

Pinnacle Wealth Planning Services's CL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Colgate-Palmolive (CL) stake by 6.7% in Q1 2026, selling an estimated $9.89K and leaving 1,541 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #658.

Pinnacle Wealth Planning Services first reported a position in CL in Q4 2020 and has held it in 14 quarters since. The position peaked at $365K in Q4 2021. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Pinnacle Wealth Planning Services held 1,541 shares of Colgate-Palmolive worth $131K as of Q1 2026.
Pinnacle Wealth Planning Services sold 111 Colgate-Palmolive shares in Q1 2026, an estimated $9.89K.
Colgate-Palmolive made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #658 holding.
Pinnacle Wealth Planning Services first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 14 quarters since.
Pinnacle Wealth Planning Services's Colgate-Palmolive position peaked at $365K in Q4 2021.
1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.