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

Private Wealth Asset Management’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	$1.07M	Sell	11,709 -457	-4%	-$40K	0.1%	119
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Private Wealth Asset Management's CL Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Colgate-Palmolive (CL) stake by 3.8% in Q2 2026, selling an estimated $40K and leaving 11,709 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #119.

Private Wealth Asset Management first reported a position in CL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.09M in Q2 2025. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Private Wealth Asset Management held 11,709 shares of Colgate-Palmolive worth $1.07M as of Q2 2026.
Private Wealth Asset Management sold 457 Colgate-Palmolive shares in Q2 2026, an estimated $40K.
Colgate-Palmolive made up 0.1% of Private Wealth Asset Management's portfolio in Q2 2026, its #119 holding.
Private Wealth Asset Management first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Colgate-Palmolive position peaked at $1.09M in Q2 2025.
2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.