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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
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 $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

Vestia Personal Wealth Advisors's CL Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Colgate-Palmolive (CL) stake by 1% in Q1 2026, buying an estimated $2.23K and bringing the position to 2,422 shares worth $206K. The position accounts for 0.1% of the portfolio, ranked #96.

Vestia Personal Wealth Advisors first reported a position in CL in Q1 2025 and has held it in 4 quarters since. The position peaked at $207K in Q1 2025. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Vestia Personal Wealth Advisors held 2,422 shares of Colgate-Palmolive worth $206K as of Q1 2026.
  • Vestia Personal Wealth Advisors bought 25 Colgate-Palmolive shares in Q1 2026, an estimated $2.23K.
  • Colgate-Palmolive made up 0.1% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #96 holding.
  • Vestia Personal Wealth Advisors first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 4 quarters since.
  • Vestia Personal Wealth Advisors's Colgate-Palmolive position peaked at $207K in Q1 2025.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.