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Stone Summit Wealth’s Colgate-Palmolive CL Stock Holding History

Stone Summit 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 		$250K Sell
2,936
-50
-2% -$4.46K 0.07% 135
2025
Q4 		$236K Buy
2,986
+371
+14% +$29.1K 0.06% 136
2025
Q3 		$209K Sell
2,615
-20
-0.8% -$1.71K 0.06% 143
2025
Q2 		$240K Hold
2,635
– – 0.07% 134
2025
Q1 		$247K Sell
2,635
-105
-4% -$9.4K 0.08% 136
2024
Q4 		$249K Hold
2,740
– – 0.08% 132
2024
Q3 		$284K Hold
2,740
– – 0.09% 126
2024
Q2 		$266K Hold
2,740
– – 0.1% 126
2024
Q1 		$247K Hold
2,740
– – 0.09% 133
2023
Q4 		$218K Buy
+2,740
New +$206K 0.08% 136
2023
Q3 		– Sell
-2,700
Closed -$208K – 139
2023
Q2 		$208K Hold
2,700
– – 0.09% 135
2023
Q1 		$203K Sell
2,700
-54
-2% -$4.01K 0.09% 131
2022
Q4 		$217K Buy
+2,754
New +$206K 0.11% 124
2022
Q3 		– Sell
-2,754
Closed -$220K – 125
2022
Q2 		$220K Buy
+2,754
New +$215K 0.13% 124

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

Stone Summit Wealth's CL Position: Q1 2026 in Review

Stone Summit Wealth reduced its Colgate-Palmolive (CL) stake by 1.7% in Q1 2026, selling an estimated $4.46K and leaving 2,936 shares worth $250K. The position accounts for 0.07% of the portfolio, ranked #135.

Stone Summit Wealth first reported a position in CL in Q2 2022 and has held it in 14 quarters since. The position peaked at $284K in Q3 2024. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Stone Summit Wealth held 2,936 shares of Colgate-Palmolive worth $250K as of Q1 2026.
  • Stone Summit Wealth sold 50 Colgate-Palmolive shares in Q1 2026, an estimated $4.46K.
  • Colgate-Palmolive made up 0.07% of Stone Summit Wealth's portfolio in Q1 2026, its #135 holding.
  • Stone Summit Wealth first reported a position in Colgate-Palmolive in Q2 2022 and has held it in 14 quarters since.
  • Stone Summit Wealth's Colgate-Palmolive position peaked at $284K in Q3 2024.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.