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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
Q2 		$150K Buy
1,634
+93
+6% +$8.14K 0.01% 666
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pinnacle Wealth Planning Services's CL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Colgate-Palmolive (CL) stake by 6% in Q2 2026, buying an estimated $8.14K and bringing the position to 1,634 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #666.

Pinnacle Wealth Planning Services first reported a position in CL in Q4 2020 and has held it in 15 quarters since. The position peaked at $365K in Q4 2021. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,634 shares of Colgate-Palmolive worth $150K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 93 Colgate-Palmolive shares in Q2 2026, an estimated $8.14K.
  • Colgate-Palmolive made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #666 holding.
  • Pinnacle Wealth Planning Services first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 15 quarters since.
  • Pinnacle Wealth Planning Services's Colgate-Palmolive position peaked at $365K in Q4 2021.
  • 2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.