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Premier Path Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Premier Path Wealth Partners’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 		$548K Buy
6,433
+1,965
+44% +$175K 0.07% 254
2025
Q4 		$353K Buy
4,468
+1,791
+67% +$140K 0.05% 300
2025
Q3 		$214K Sell
2,677
-564
-17% -$48.1K 0.03% 379
2025
Q2 		$295K Buy
3,241
+310
+11% +$28.3K 0.04% 327
2025
Q1 		$275K Sell
2,931
-309
-10% -$27.7K 0.04% 316
2024
Q4 		$295K Buy
3,240
+332
+11% +$31.7K 0.04% 308
2024
Q3 		$302K Buy
2,908
+52
+2% +$5.3K 0.05% 300
2024
Q2 		$277K Buy
+2,856
New +$263K 0.05% 308

Other funds holding CL

BlackRock
BlackRock New York $5.7T 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