Private Wealth Asset Management’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.04M Sell
12,166
-6
-0% -$535 0.11% 123
2025
Q4
$962K Hold
12,172
0.1% 127
2025
Q3
$973K Buy
12,172
+218
+2% +$18.6K 0.11% 120
2025
Q2
$1.09M Buy
11,954
+495
+4% +$45.2K 0.14% 106
2025
Q1
$1.07M Buy
+11,459
New +$1.03M 0.15% 103

Other funds holding CL

Private Wealth Asset Management's CL Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Colgate-Palmolive (CL) stake by 0.05% in Q1 2026, selling an estimated $535 and leaving 12,166 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #123.

Private Wealth Asset Management first reported a position in CL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q2 2025. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Private Wealth Asset Management held 12,166 shares of Colgate-Palmolive worth $1.04M as of Q1 2026.
  • Private Wealth Asset Management sold 6 Colgate-Palmolive shares in Q1 2026, an estimated $535.
  • Colgate-Palmolive made up 0.11% of Private Wealth Asset Management's portfolio in Q1 2026, its #123 holding.
  • Private Wealth Asset Management first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Colgate-Palmolive position peaked at $1.09M in Q2 2025.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.