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Strategic Family Wealth Counselors’s Colgate-Palmolive CL Stock Holding History

Strategic Family Wealth Counselors’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 		$408K Hold
4,781
– – 0.11% 106
2025
Q4 		$409K Buy
4,781
+72
+2% +$5.64K 0.09% 137
2025
Q3 		$376K Sell
4,709
-36
-0.8% -$3.07K 0.1% 114
2025
Q2 		$431K Buy
4,745
+14
+0.3% +$1.28K 0.12% 100
2025
Q1 		$443K Buy
4,731
+18
+0.4% +$1.61K 0.14% 87
2024
Q4 		$428K Sell
4,713
-2
-0% -$191 0.14% 91
2024
Q3 		$489K Buy
4,715
+26
+0.6% +$2.65K 0.17% 79
2024
Q2 		$455K Hold
4,689
– – 0.17% 73
2024
Q1 		$422K Hold
4,689
– – 0.17% 69
2023
Q4 		$374K Hold
4,689
– – 0.16% 72
2023
Q3 		$333K Hold
4,689
– – 0.16% 72
2023
Q2 		$361K Hold
4,689
– – 0.17% 69
2023
Q1 		$352K Hold
4,689
– – 0.17% 69
2022
Q4 		$369K Hold
4,689
– – 0.18% 67
2022
Q3 		$329K Hold
4,689
– – 0.16% 63
2022
Q2 		$376K Buy
4,689
+26
+0.6% +$2.03K 0.18% 58
2022
Q1 		$354K Sell
4,663
-800
-15% -$63.4K 0.14% 69
2021
Q4 		$466K Hold
5,463
– – 0.15% 64
2021
Q3 		$413K Buy
5,463
+26
+0.5% +$2.06K 0.14% 59
2021
Q2 		$442K Buy
5,437
+24
+0.4% +$1.96K 0.14% 55
2021
Q1 		$427K Buy
5,413
+26
+0.5% +$2.04K 0.16% 54
2020
Q4 		$461K Buy
5,387
+24
+0.4% +$1.99K 0.24% 52
2020
Q3 		$414K Buy
5,363
+25
+0.5% +$1.91K 0.23% 53
2020
Q2 		$391K Buy
5,338
+7
+0.1% +$497 0.25% 52
2020
Q1 		$354K Sell
5,331
-353
-6% -$24.9K 0.26% 52
2019
Q4 		$391K Buy
5,684
+29
+0.5% +$1.98K 0.32% 43
2019
Q3 		$416K Buy
5,655
+26
+0.5% +$1.89K 0.31% 44
2019
Q2 		$403K Buy
5,629
+26
+0.5% +$1.85K 0.31% 44
2019
Q1 		$384K Buy
5,603
+28
+0.5% +$1.81K 0.31% 45
2018
Q4 		$332K Buy
+5,575
New +$349K 0.38% 43

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 $147M AUM 25.76% 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

Strategic Family Wealth Counselors's CL Position: Q1 2026 in Review

Strategic Family Wealth Counselors held its Colgate-Palmolive (CL) position steady in Q1 2026 at 4,781 shares worth $408K. The position accounts for 0.11% of the portfolio, ranked #106.

Strategic Family Wealth Counselors first reported a position in CL in Q4 2018 and has held it in 30 quarters since. The position peaked at $489K in Q3 2024. 1,948 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Strategic Family Wealth Counselors held 4,781 shares of Colgate-Palmolive worth $408K as of Q1 2026.
  • Strategic Family Wealth Counselors left its Colgate-Palmolive share count unchanged in Q1 2026.
  • Colgate-Palmolive made up 0.11% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #106 holding.
  • Strategic Family Wealth Counselors first reported a position in Colgate-Palmolive in Q4 2018 and has held it in 30 quarters since.
  • Strategic Family Wealth Counselors's Colgate-Palmolive position peaked at $489K in Q3 2024.
  • 1,948 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.