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Triad Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Triad Wealth Partners’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 		$229K Buy
+2,687
New +$239K 0.02% 448
2024
Q3 		– Sell
-731
Closed -$70.9K – 203
2024
Q2 		$70.9K Buy
+731
New +$67.4K 0.04% 181

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 $137B AUM 18.02% 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

Triad Wealth Partners's CL Position: Q1 2026 in Review

Triad Wealth Partners opened a new position in Colgate-Palmolive (CL) in Q1 2026: 2,687 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #448 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in CL as recently as Q2 2024.

Triad Wealth Partners first reported a position in CL in Q2 2024 and has held it in 2 quarters since. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Triad Wealth Partners held 2,687 shares of Colgate-Palmolive worth $229K as of Q1 2026.
  • Colgate-Palmolive was a new Triad Wealth Partners position in Q1 2026.
  • Colgate-Palmolive made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #448 holding.
  • Triad Wealth Partners first reported a position in Colgate-Palmolive in Q2 2024 and has held it in 2 quarters since.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.