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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
Q2 		$343K Buy
3,819
+1,132
+42% +$99K 0.02% 412
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 $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

Triad Wealth Partners's CL Position: Q2 2026 in Review

Triad Wealth Partners increased its Colgate-Palmolive (CL) stake by 42% in Q2 2026, buying an estimated $99K and bringing the position to 3,819 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #412.

Triad Wealth Partners first reported a position in CL in Q2 2024 and has held it in 3 quarters since. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Triad Wealth Partners held 3,819 shares of Colgate-Palmolive worth $343K as of Q2 2026.
  • Triad Wealth Partners bought 1,132 Colgate-Palmolive shares in Q2 2026, an estimated $99K.
  • Colgate-Palmolive made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #412 holding.
  • Triad Wealth Partners first reported a position in Colgate-Palmolive in Q2 2024 and has held it in 3 quarters since.
  • 2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.