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Principia Wealth Advisory’s Colgate-Palmolive CL Stock Holding History

Principia Wealth Advisory’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 		$9.08K Buy
99
+42
+74% +$3.67K ﹤0.01% 269
2026
Q1 		$4.86K Buy
57
+10
+21% +$891 ﹤0.01% 305
2025
Q4 		$3.71K Buy
47
+31
+194% +$2.43K ﹤0.01% 329
2025
Q3 		$1.28K Sell
16
-19
-54% -$1.62K ﹤0.01% 556
2025
Q2 		$3.18K Buy
35
+18
+106% +$1.64K ﹤0.01% 298
2025
Q1 		$1.53K Sell
17
-8
-32% -$716 ﹤0.01% 327
2024
Q4 		$2.27K Buy
+25
New +$2.39K ﹤0.01% 229

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

Principia Wealth Advisory's CL Position: Q2 2026 in Review

Principia Wealth Advisory increased its Colgate-Palmolive (CL) stake by 74% in Q2 2026, buying an estimated $3.67K and bringing the position to 99 shares worth $9.08K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Principia Wealth Advisory first reported a position in CL in Q4 2024 and has held it in 7 quarters since. 2,013 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Principia Wealth Advisory held 99 shares of Colgate-Palmolive worth $9.08K as of Q2 2026.
  • Principia Wealth Advisory bought 42 Colgate-Palmolive shares in Q2 2026, an estimated $3.67K.
  • Colgate-Palmolive made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #269 holding.
  • Principia Wealth Advisory first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 7 quarters since.
  • 2,013 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.