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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
Q2 		$741K Sell
8,085
-1,131
-12% -$99K 0.05% 240
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 $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

Sound View Wealth Advisors Group's CL Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Colgate-Palmolive (CL) stake by 12% in Q2 2026, selling an estimated $99K and leaving 8,085 shares worth $741K. The position accounts for 0.05% of the portfolio, ranked #240.

Sound View Wealth Advisors Group first reported a position in CL in Q2 2019 and has held it in 29 quarters since. The position peaked at $887K in Q1 2025. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Sound View Wealth Advisors Group held 8,085 shares of Colgate-Palmolive worth $741K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 1,131 Colgate-Palmolive shares in Q2 2026, an estimated $99K.
  • Colgate-Palmolive made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #240 holding.
  • Sound View Wealth Advisors Group first reported a position in Colgate-Palmolive in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Colgate-Palmolive position peaked at $887K in Q1 2025.
  • 2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.