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Tred Avon Family Wealth’s Colgate-Palmolive CL Stock Holding History

Tred Avon Family 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 		$317K Sell
3,720
-1
-0% -$89 0.11% 214
2025
Q4 		$294K Buy
3,721
+31
+0.8% +$2.43K 0.1% 216
2025
Q3 		$295K Buy
+3,690
New +$315K 0.1% 210

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

Tred Avon Family Wealth's CL Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Colgate-Palmolive (CL) stake by 0.03% in Q1 2026, selling an estimated $89 and leaving 3,720 shares worth $317K. The position accounts for 0.11% of the portfolio, ranked #214.

Tred Avon Family Wealth first reported a position in CL in Q3 2025 and has held it in 3 quarters since. 1,948 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Tred Avon Family Wealth held 3,720 shares of Colgate-Palmolive worth $317K as of Q1 2026.
  • Tred Avon Family Wealth sold 1 Colgate-Palmolive share in Q1 2026, an estimated $89.
  • Colgate-Palmolive made up 0.11% of Tred Avon Family Wealth's portfolio in Q1 2026, its #214 holding.
  • Tred Avon Family Wealth first reported a position in Colgate-Palmolive in Q3 2025 and has held it in 3 quarters since.
  • 1,948 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.