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Twin Peaks Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Twin Peaks Wealth 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 		– Sell
-863
Closed -$73.6K – 596
2026
Q1 		$73.6K Buy
+863
New +$76.9K 0.02% 339
2025
Q3 		– Sell
-512
Closed -$43.5K – 527
2025
Q2 		$43.5K Buy
+512
New +$46.7K 0.01% 371

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

Twin Peaks Wealth Advisors's CL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Colgate-Palmolive (CL) in Q2 2026, closing a stake of 863 shares — an estimated $73.6K sold.

Twin Peaks Wealth Advisors first reported a position in CL in Q2 2025 and held it in 2 quarters. The position peaked at $73.6K in Q1 2026. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Colgate-Palmolive position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 863 Colgate-Palmolive shares in Q2 2026, an estimated $73.6K.
  • Twin Peaks Wealth Advisors first reported a position in Colgate-Palmolive in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Colgate-Palmolive position peaked at $73.6K in Q1 2026.
  • 2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.