Private Advisory Group
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Private Advisory Group’s Colgate-Palmolive CL Stock Holding History

Private Advisory Group’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
Q3 		– Sell
-3,713
Closed -$340K – 332
2026
Q2 		$340K Buy
3,713
+120
+3% +$10.5K 0.02% 249
2026
Q1 		$306K Sell
3,593
-3,422
-49% -$305K 0.02% 241
2025
Q4 		$554K Buy
7,015
+3,622
+107% +$284K 0.04% 155
2025
Q3 		$271K Buy
3,393
+268
+9% +$22.9K 0.02% 193
2025
Q2 		$284K Buy
+3,125
New +$285K 0.03% 181

Other funds holding CL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Private Advisory Group's CL Position: Q3 2026 in Review

Private Advisory Group sold out of Colgate-Palmolive (CL) in Q3 2026, closing a stake of 3,713 shares — an estimated $340K sold.

Private Advisory Group first reported a position in CL in Q2 2025 and held it in 5 quarters. The position peaked at $554K in Q4 2025. 1,565 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Private Advisory Group reported no remaining Colgate-Palmolive position as of Q3 2026 after selling out during the quarter.
  • Private Advisory Group sold 3,713 Colgate-Palmolive shares in Q3 2026, an estimated $340K.
  • Private Advisory Group first reported a position in Colgate-Palmolive in Q2 2025 and held it in 5 quarters.
  • Private Advisory Group's Colgate-Palmolive position peaked at $554K in Q4 2025.
  • 1,565 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.