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Valued Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Valued 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 		$10.8K Buy
118
+17
+17% +$1.49K ﹤0.01% 295
2026
Q1 		$8.64K Buy
101
+24
+31% +$2.14K ﹤0.01% 316
2025
Q4 		$6.1K Buy
77
+11
+17% +$862 ﹤0.01% 277
2025
Q3 		$5.26K Sell
66
-15
-19% -$1.28K ﹤0.01% 281
2025
Q2 		$7.36K Sell
81
-24
-23% -$2.19K ﹤0.01% 242
2025
Q1 		$9.88K Sell
105
-2
-2% -$179 0.01% 229
2024
Q4 		$9.73K Sell
107
-20
-16% -$1.91K 0.01% 235
2024
Q3 		$13.2K Buy
127
+38
+43% +$3.87K 0.01% 187
2024
Q2 		$8.64K Buy
89
+37
+71% +$3.41K 0.01% 215
2024
Q1 		$4.68K Buy
52
+17
+49% +$1.44K ﹤0.01% 255
2023
Q4 		$2.49K Buy
+35
New +$2.63K ﹤0.01% 276

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

Valued Wealth Advisors's CL Position: Q2 2026 in Review

Valued Wealth Advisors increased its Colgate-Palmolive (CL) stake by 17% in Q2 2026, buying an estimated $1.49K and bringing the position to 118 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Valued Wealth Advisors first reported a position in CL in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.2K in Q3 2024. 2,011 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Valued Wealth Advisors held 118 shares of Colgate-Palmolive worth $10.8K as of Q2 2026.
  • Valued Wealth Advisors bought 17 Colgate-Palmolive shares in Q2 2026, an estimated $1.49K.
  • Colgate-Palmolive made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #295 holding.
  • Valued Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Colgate-Palmolive position peaked at $13.2K in Q3 2024.
  • 2,011 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.