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Strategic Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Strategic Wealth Advisors’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 		$47K Hold
604
– – 0.04% 103
2026
Q1 		$51K Hold
604
– – 0.04% 102
2025
Q4 		$47K Buy
+604
New +$47.4K 0.04% 103

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

Strategic Wealth Advisors's CL Position: Q2 2026 in Review

Strategic Wealth Advisors held its Colgate-Palmolive (CL) position steady in Q2 2026 at 604 shares worth $47K. The position accounts for 0.04% of the portfolio, ranked #103.

Strategic Wealth Advisors first reported a position in CL in Q4 2025 and has held it in 3 quarters since. The position peaked at $51K in Q1 2026. 2,011 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Strategic Wealth Advisors held 604 shares of Colgate-Palmolive worth $47K as of Q2 2026.
  • Strategic Wealth Advisors left its Colgate-Palmolive share count unchanged in Q2 2026.
  • Colgate-Palmolive made up 0.04% of Strategic Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Strategic Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Advisors's Colgate-Palmolive position peaked at $51K in Q1 2026.
  • 2,011 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.