Simplicity Wealth’s Colgate-Palmolive CL Stock Holding History

Simplicity Wealth’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	$1.47M	Sell	17,306 -927	-5%	-$82.6K	0.08%	222
2025 Q4	$1.44M	Buy	18,233 +4,730	+35%	+$371K	0.09%	225
2025 Q3	$1.08M	Sell	13,503 -17,031	-56%	-$1.45M	0.06%	272
2025 Q2	$2.78M	Buy	30,534 +15,470	+103%	+$1.41M	0.12%	173
2025 Q1	$1.41M	Buy	15,064 +12,009	+393%	+$1.08M	0.11%	199
2024 Q4	$278K	Sell	3,055 -12,592	-80%	-$1.2M	0.06%	252
2024 Q3	$1.62M	Sell	15,647 -23,448	-60%	-$2.39M	0.15%	130
2024 Q2	$3.79M	Buy	39,095 +1,404	+4%	+$130K	0.09%	231
2024 Q1	$3.39M	Buy	37,691 +29,607	+366%	+$2.51M	0.08%	245
2023 Q4	$644K	Buy	+8,084	New	+$608K	0.25%	65

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

Simplicity Wealth's CL Position: Q1 2026 in Review

Simplicity Wealth reduced its Colgate-Palmolive (CL) stake by 5.1% in Q1 2026, selling an estimated $82.6K and leaving 17,306 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #222.

Simplicity Wealth first reported a position in CL in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.79M in Q2 2024. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Simplicity Wealth held 17,306 shares of Colgate-Palmolive worth $1.47M as of Q1 2026.
Simplicity Wealth sold 927 Colgate-Palmolive shares in Q1 2026, an estimated $82.6K.
Colgate-Palmolive made up 0.08% of Simplicity Wealth's portfolio in Q1 2026, its #222 holding.
Simplicity Wealth first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 10 quarters since.
Simplicity Wealth's Colgate-Palmolive position peaked at $3.79M in Q2 2024.
1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.