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Vestia Personal Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Vestia Personal 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 		$219K Sell
2,393
-29
-1% -$2.54K 0.09% 104
2026
Q1 		$206K Buy
2,422
+25
+1% +$2.23K 0.1% 96
2025
Q4 		$203K Buy
+2,397
New +$188K 0.1% 95
2025
Q3 		– Sell
-2,215
Closed -$201K – 101
2025
Q2 		$201K Buy
2,215
+1
+0% +$91 0.14% 96
2025
Q1 		$207K Buy
+2,214
New +$198K 0.16% 88

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

Vestia Personal Wealth Advisors's CL Position: Q2 2026 in Review

Vestia Personal Wealth Advisors reduced its Colgate-Palmolive (CL) stake by 1.2% in Q2 2026, selling an estimated $2.54K and leaving 2,393 shares worth $219K. The position accounts for 0.09% of the portfolio, ranked #104.

Vestia Personal Wealth Advisors first reported a position in CL in Q1 2025 and has held it in 5 quarters since. 2,020 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Vestia Personal Wealth Advisors held 2,393 shares of Colgate-Palmolive worth $219K as of Q2 2026.
  • Vestia Personal Wealth Advisors sold 29 Colgate-Palmolive shares in Q2 2026, an estimated $2.54K.
  • Colgate-Palmolive made up 0.09% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Vestia Personal Wealth Advisors first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 5 quarters since.
  • 2,020 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.