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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
Q2 		$181K Buy
1,969
+15
+0.8% +$1.31K 0.01% 315
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SHP Wealth Management's CL Position: Q2 2026 in Review

SHP Wealth Management increased its Colgate-Palmolive (CL) stake by 0.77% in Q2 2026, buying an estimated $1.31K and bringing the position to 1,969 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #315.

SHP Wealth Management first reported a position in CL in Q4 2025 and has held it in 3 quarters since. The position peaked at $182K in Q4 2025. 2,027 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • SHP Wealth Management held 1,969 shares of Colgate-Palmolive worth $181K as of Q2 2026.
  • SHP Wealth Management bought 15 Colgate-Palmolive shares in Q2 2026, an estimated $1.31K.
  • Colgate-Palmolive made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #315 holding.
  • SHP Wealth Management first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Colgate-Palmolive position peaked at $182K in Q4 2025.
  • 2,027 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.