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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
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 $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

Twin Peaks Wealth Advisors's CL Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Colgate-Palmolive (CL) in Q1 2026: 863 shares worth $73.6K. The stake represents 0.02% of the portfolio and ranks #339 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CL as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CL in Q2 2025 and has held it in 2 quarters since. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 863 shares of Colgate-Palmolive worth $73.6K as of Q1 2026.
  • Colgate-Palmolive was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Colgate-Palmolive made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #339 holding.
  • Twin Peaks Wealth Advisors first reported a position in Colgate-Palmolive in Q2 2025 and has held it in 2 quarters since.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.