Trifecta Capital Advisors’s Colgate-Palmolive CL Stock Holding History

Trifecta Capital Advisors’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	$367	Buy	+4	New	+$350	﹤0.01%	435
2025 Q4	–	Sell	-18	Closed	-$1.44K	–	295
2025 Q3	$1.44K	Sell	18 -43	-70%	-$3.67K	﹤0.01%	378
2025 Q2	$5.54K	Buy	61 +43	+239%	+$3.93K	﹤0.01%	263
2025 Q1	$1.69K	Hold	18	–	–	﹤0.01%	328
2024 Q4	$1.64K	Hold	18	–	–	﹤0.01%	324
2024 Q3	$1.87K	Sell	18 -190	-91%	-$19.4K	﹤0.01%	318
2024 Q2	$20.2K	Buy	208 +190	+1,056%	+$17.5K	﹤0.01%	190
2024 Q1	$1.62K	Hold	18	–	–	﹤0.01%	327
2023 Q4	$1.44K	Hold	18	–	–	﹤0.01%	358
2023 Q3	$1.28K	Hold	18	–	–	﹤0.01%	352
2023 Q2	$1.39K	Hold	18	–	–	﹤0.01%	345
2023 Q1	$1.35K	Hold	18	–	–	﹤0.01%	346
2022 Q4	$1.42K	Buy	+18	New	+$1.35K	﹤0.01%	348

Other funds holding CL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Trifecta Capital Advisors's CL Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Colgate-Palmolive (CL) in Q2 2026: 4 shares worth $367. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in CL as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in CL in Q4 2022 and has held it in 13 quarters since. The position peaked at $20.2K in Q2 2024. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Trifecta Capital Advisors held 4 shares of Colgate-Palmolive worth $367 as of Q2 2026.
Colgate-Palmolive was a new Trifecta Capital Advisors position in Q2 2026.
Colgate-Palmolive made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #435 holding.
Trifecta Capital Advisors first reported a position in Colgate-Palmolive in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's Colgate-Palmolive position peaked at $20.2K in Q2 2024.
2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.