SVWAG
CL icon

Sound View Wealth Advisors Group’s Colgate-Palmolive CL Stock Holding History

Sound View Wealth Advisors Group’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 		$785K Sell
9,216
-902
-9% -$80.4K 0.05% 218
2025
Q4 		$800K Buy
10,118
+1,209
+14% +$94.8K 0.05% 216
2025
Q3 		$712K Sell
8,909
-239
-3% -$20.4K 0.05% 235
2025
Q2 		$832K Sell
9,148
-315
-3% -$28.8K 0.06% 208
2025
Q1 		$887K Buy
9,463
+418
+5% +$37.4K 0.07% 189
2024
Q4 		$822K Buy
9,045
+881
+11% +$84.1K 0.07% 204
2024
Q3 		$848K Buy
8,164
+234
+3% +$23.9K 0.07% 199
2024
Q2 		$770K Hold
7,930
– – 0.08% 185
2024
Q1 		$714K Sell
7,930
-234
-3% -$19.8K 0.08% 200
2023
Q4 		$651K Buy
8,164
+142
+2% +$10.7K 0.07% 210
2023
Q3 		$570K Buy
8,022
+534
+7% +$39.9K 0.07% 203
2023
Q2 		$577K Sell
7,488
-383
-5% -$29.6K 0.08% 203
2023
Q1 		$592K Sell
7,871
-293
-4% -$21.8K 0.08% 197
2022
Q4 		$651K Buy
8,164
+2,857
+54% +$214K 0.07% 210
2022
Q3 		$373K Sell
5,307
-63
-1% -$4.94K 0.08% 187
2022
Q2 		$430K Sell
5,370
-106
-2% -$8.29K 0.09% 181
2022
Q1 		$415K Sell
5,476
-61
-1% -$4.83K 0.08% 195
2021
Q4 		$473K Hold
5,537
– – 0.09% 184
2021
Q3 		$418K Sell
5,537
-79
-1% -$6.27K 0.09% 190
2021
Q2 		$457K Hold
5,616
– – 0.1% 185
2021
Q1 		$443K Sell
5,616
-125
-2% -$9.8K 0.1% 171
2020
Q4 		$491K Hold
5,741
– – 0.12% 152
2020
Q3 		$443K Buy
5,741
+157
+3% +$12K 0.12% 154
2020
Q2 		$409K Sell
5,584
-18
-0.3% -$1.28K 0.12% 151
2020
Q1 		$372K Sell
5,602
-200
-3% -$14.1K 0.13% 144
2019
Q4 		$399K Buy
5,802
+200
+4% +$13.6K 0.11% 159
2019
Q3 		$412K Sell
5,602
-868
-13% -$63K 0.12% 157
2019
Q2 		$464K Buy
+6,470
New +$459K 0.14% 149

Other funds holding CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $137B AUM 18.02% 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 $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sound View Wealth Advisors Group's CL Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Colgate-Palmolive (CL) stake by 8.9% in Q1 2026, selling an estimated $80.4K and leaving 9,216 shares worth $785K. The position accounts for 0.05% of the portfolio, ranked #218.

Sound View Wealth Advisors Group first reported a position in CL in Q2 2019 and has held it in 28 quarters since. The position peaked at $887K in Q1 2025. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Sound View Wealth Advisors Group held 9,216 shares of Colgate-Palmolive worth $785K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 902 Colgate-Palmolive shares in Q1 2026, an estimated $80.4K.
  • Colgate-Palmolive made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #218 holding.
  • Sound View Wealth Advisors Group first reported a position in Colgate-Palmolive in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Colgate-Palmolive position peaked at $887K in Q1 2025.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.