TRB Wealth Management’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$466K Sell
5,080
-1,861
-27% -$163K 0.06% 156
2026
Q1
$592K Buy
+6,941
New +$619K 0.08% 132

Other funds holding CL

TRB Wealth Management's CL Position: Q2 2026 in Review

TRB Wealth Management reduced its Colgate-Palmolive (CL) stake by 27% in Q2 2026, selling an estimated $163K and leaving 5,080 shares worth $466K. The position accounts for 0.06% of the portfolio, ranked #156.

TRB Wealth Management first reported a position in CL in Q1 2026 and has held it in 2 quarters since. The position peaked at $592K in Q1 2026. 2,002 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • TRB Wealth Management held 5,080 shares of Colgate-Palmolive worth $466K as of Q2 2026.
  • TRB Wealth Management sold 1,861 Colgate-Palmolive shares in Q2 2026, an estimated $163K.
  • Colgate-Palmolive made up 0.06% of TRB Wealth Management's portfolio in Q2 2026, its #156 holding.
  • TRB Wealth Management first reported a position in Colgate-Palmolive in Q1 2026 and has held it in 2 quarters since.
  • TRB Wealth Management's Colgate-Palmolive position peaked at $592K in Q1 2026.
  • 2,002 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.