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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
Q2 		$279K Sell
3,041
-679
-18% -$59.4K 0.09% 237
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 $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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's CL Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Colgate-Palmolive (CL) stake by 18% in Q2 2026, selling an estimated $59.4K and leaving 3,041 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #237.

Tred Avon Family Wealth first reported a position in CL in Q3 2025 and has held it in 4 quarters since. The position peaked at $317K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Tred Avon Family Wealth held 3,041 shares of Colgate-Palmolive worth $279K as of Q2 2026.
  • Tred Avon Family Wealth sold 679 Colgate-Palmolive shares in Q2 2026, an estimated $59.4K.
  • Colgate-Palmolive made up 0.09% of Tred Avon Family Wealth's portfolio in Q2 2026, its #237 holding.
  • Tred Avon Family Wealth first reported a position in Colgate-Palmolive in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Colgate-Palmolive position peaked at $317K in Q1 2026.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.