Quotient Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Quotient Wealth Partners’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 Q1	$452K	Buy	5,298 +2,138	+68%	+$191K	0.01%	213
2025 Q4	$250K	Sell	3,160 -1,857	-37%	-$146K	0.01%	303
2025 Q3	$401K	Sell	5,017 -483	-9%	-$41.2K	0.01%	230
2025 Q2	$500K	Sell	5,500 -1	-0%	-$91	0.01%	189
2025 Q1	$515K	Buy	5,501 +2,443	+80%	+$219K	0.02%	174
2024 Q4	$278K	Sell	3,058 -81	-3%	-$7.73K	0.01%	260
2024 Q3	$326K	Sell	3,139 -593	-16%	-$60.4K	0.01%	236
2024 Q2	$362K	Sell	3,732 -6,190	-62%	-$571K	0.01%	215
2024 Q1	$893K	Sell	9,922 -23,565	-70%	-$2M	0.03%	113
2023 Q4	$2.67M	Buy	+33,487	New	+$2.52M	0.1%	78

Other funds holding CL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Quotient Wealth Partners increased its Colgate-Palmolive (CL) stake by 68% in Q1 2026, buying an estimated $191K and bringing the position to 5,298 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #213.

Quotient Wealth Partners first reported a position in CL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.67M in Q4 2023. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Quotient Wealth Partners held 5,298 shares of Colgate-Palmolive worth $452K as of Q1 2026.
Quotient Wealth Partners bought 2,138 Colgate-Palmolive shares in Q1 2026, an estimated $191K.
Colgate-Palmolive made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #213 holding.
Quotient Wealth Partners first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Colgate-Palmolive position peaked at $2.67M in Q4 2023.
1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.