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SHP Wealth Management’s Colgate-Palmolive CL Stock Holding History

SHP 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 		$167K Sell
1,954
-352
-15% -$31.4K 0.01% 307
2025
Q4 		$182K Buy
+2,306
New +$181K 0.01% 268

Other funds holding CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

SHP Wealth Management's CL Position: Q1 2026 in Review

SHP Wealth Management reduced its Colgate-Palmolive (CL) stake by 15% in Q1 2026, selling an estimated $31.4K and leaving 1,954 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #307.

SHP Wealth Management first reported a position in CL in Q4 2025 and has held it in 2 quarters since. The position peaked at $182K in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • SHP Wealth Management held 1,954 shares of Colgate-Palmolive worth $167K as of Q1 2026.
  • SHP Wealth Management sold 352 Colgate-Palmolive shares in Q1 2026, an estimated $31.4K.
  • Colgate-Palmolive made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #307 holding.
  • SHP Wealth Management first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Colgate-Palmolive position peaked at $182K in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.