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

Private Wealth Management 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
Q2 		$27.1K Buy
296
+142
+92% +$12.4K 0.01% 312
2026
Q1 		$13.1K Buy
154
+90
+141% +$8.02K ﹤0.01% 448
2025
Q4 		$5.06K Sell
64
-32
-33% -$2.51K ﹤0.01% 768
2025
Q3 		$7.67K Buy
96
+33
+52% +$2.81K ﹤0.01% 618
2025
Q2 		$5.73K Hold
63
– – ﹤0.01% 697
2025
Q1 		$5.9K Sell
63
-58
-48% -$5.19K ﹤0.01% 653
2024
Q4 		$11K Buy
121
+58
+92% +$5.54K ﹤0.01% 436
2024
Q3 		$6.54K Buy
63
+3
+5% +$306 ﹤0.01% 619
2024
Q2 		$5.82K Hold
60
– – ﹤0.01% 649
2024
Q1 		$5.4K Hold
60
– – ﹤0.01% 601
2023
Q4 		$4.78K Buy
+60
New +$4.51K ﹤0.01% 645

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

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

Private Wealth Management Group increased its Colgate-Palmolive (CL) stake by 92% in Q2 2026, buying an estimated $12.4K and bringing the position to 296 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #312.

Private Wealth Management Group first reported a position in CL in Q4 2023 and has held it in 11 quarters since. 2,011 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Private Wealth Management Group held 296 shares of Colgate-Palmolive worth $27.1K as of Q2 2026.
  • Private Wealth Management Group bought 142 Colgate-Palmolive shares in Q2 2026, an estimated $12.4K.
  • Colgate-Palmolive made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #312 holding.
  • Private Wealth Management Group first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 11 quarters since.
  • 2,011 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.