Robertson Stephens Wealth Management’s Colgate-Palmolive CL Stock Holding History

Robertson Stephens Wealth 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 Q1	$220K	Buy	+2,585	New	+$230K	0.01%	569
2025 Q3	–	Sell	-2,611	Closed	-$237K	–	537
2025 Q2	$237K	Buy	2,611 +34	+1%	+$3.1K	0.01%	503
2025 Q1	$241K	Sell	2,577 -1,424	-36%	-$128K	0.01%	495
2024 Q4	$364K	Buy	4,001 +31	+0.8%	+$2.96K	0.01%	427
2024 Q3	$412K	Buy	+3,970	New	+$405K	0.01%	452

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

Robertson Stephens Wealth Management's CL Position: Q1 2026 in Review

Robertson Stephens Wealth Management opened a new position in Colgate-Palmolive (CL) in Q1 2026: 2,585 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in CL as recently as Q2 2025.

Robertson Stephens Wealth Management first reported a position in CL in Q3 2024 and has held it in 5 quarters since. The position peaked at $412K in Q3 2024. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Robertson Stephens Wealth Management held 2,585 shares of Colgate-Palmolive worth $220K as of Q1 2026.
Colgate-Palmolive was a new Robertson Stephens Wealth Management position in Q1 2026.
Colgate-Palmolive made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #569 holding.
Robertson Stephens Wealth Management first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 5 quarters since.
Robertson Stephens Wealth Management's Colgate-Palmolive position peaked at $412K in Q3 2024.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.