Private Wealth Partners’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
$1.17M Sell
13,675
-1,200
-8% -$107K 0.09% 94
2025
Q4
$1.18M Hold
14,875
0.08% 92
2025
Q3
$1.19M Sell
14,875
-135
-0.9% -$11.5K 0.08% 91
2025
Q2
$1.36M Hold
15,010
0.11% 80
2025
Q1
$1.41M Hold
15,010
0.12% 78
2024
Q4
$1.36M Sell
15,010
-1,800
-11% -$172K 0.1% 80
2024
Q3
$1.75M Buy
16,810
+1,800
+12% +$183K 0.14% 72
2024
Q2
$1.46M Hold
15,010
0.11% 75
2024
Q1
$1.35M Sell
15,010
-3,200
-18% -$271K 0.11% 74
2023
Q4
$1.45M Hold
18,210
0.12% 71
2023
Q3
$1.29M Hold
18,210
0.12% 66
2023
Q2
$1.4M Hold
18,210
0.13% 63
2023
Q1
$1.37M Buy
18,210
+5,420
+42% +$403K 0.14% 64
2022
Q4
$1.01M Buy
+12,790
New +$959K 0.12% 75
2014
Q4
Sell
-4,930
Closed -$322K 153
2014
Q3
$322K Buy
+4,930
New +$325K 0.07% 141
2013
Q4
Sell
-1,330
Closed -$79K 173
2013
Q3
$79K Buy
+1,330
New +$78.8K 0.02% 175

Other funds holding CL

Private Wealth Partners's CL Position: Q1 2026 in Review

Private Wealth Partners reduced its Colgate-Palmolive (CL) stake by 8.1% in Q1 2026, selling an estimated $107K and leaving 13,675 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #94.

Private Wealth Partners first reported a position in CL in Q3 2013 and has held it in 16 quarters since. The position peaked at $1.75M in Q3 2024. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Private Wealth Partners held 13,675 shares of Colgate-Palmolive worth $1.17M as of Q1 2026.
  • Private Wealth Partners sold 1,200 Colgate-Palmolive shares in Q1 2026, an estimated $107K.
  • Colgate-Palmolive made up 0.09% of Private Wealth Partners's portfolio in Q1 2026, its #94 holding.
  • Private Wealth Partners first reported a position in Colgate-Palmolive in Q3 2013 and has held it in 16 quarters since.
  • Private Wealth Partners's Colgate-Palmolive position peaked at $1.75M in Q3 2024.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.