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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
Q2 		$3.8M Buy
41,488
+24,182
+140% +$2.12M 0.13% 172
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
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 $3.37T AUM 44.26% 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

Simplicity Wealth's CL Position: Q2 2026 in Review

Simplicity Wealth increased its Colgate-Palmolive (CL) stake by 140% in Q2 2026, buying an estimated $2.12M and bringing the position to 41,488 shares worth $3.8M. The position accounts for 0.13% of the portfolio, ranked #172.

Simplicity Wealth first reported a position in CL in Q4 2023 and has held it in 11 quarters since. 2,015 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Simplicity Wealth held 41,488 shares of Colgate-Palmolive worth $3.8M as of Q2 2026.
  • Simplicity Wealth bought 24,182 Colgate-Palmolive shares in Q2 2026, an estimated $2.12M.
  • Colgate-Palmolive made up 0.13% of Simplicity Wealth's portfolio in Q2 2026, its #172 holding.
  • Simplicity Wealth first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 11 quarters since.
  • 2,015 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.