Wealth Alliance
CL icon

Wealth Alliance’s Colgate-Palmolive CL Stock Holding History

Wealth Alliance’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
Q3 		$274K Sell
3,215
-254
-7% -$23K 0.02% 464
2026
Q2 		$318K Buy
3,469
+157
+5% +$13.7K 0.03% 443
2026
Q1 		$282K Buy
3,312
+277
+9% +$24.7K 0.03% 450
2025
Q4 		$240K Buy
3,035
+475
+19% +$37.2K 0.02% 498
2025
Q3 		$205K Sell
2,560
-2,278
-47% -$194K 0.02% 530
2025
Q2 		$440K Buy
4,838
+691
+17% +$63.1K 0.05% 326
2025
Q1 		$389K Buy
4,147
+216
+5% +$19.3K 0.05% 333
2024
Q4 		$357K Buy
3,931
+10
+0.3% +$954 0.04% 327
2024
Q3 		$407K Sell
3,921
-24
-0.6% -$2.45K 0.05% 322
2024
Q2 		$383K Sell
3,945
-6
-0.2% -$553 0.05% 316
2024
Q1 		$356K Buy
3,951
+18
+0.5% +$1.52K 0.05% 355
2023
Q4 		$313K Buy
+3,933
New +$296K 0.04% 371
2023
Q1 		– Sell
-3,078
Closed -$242K – 508
2022
Q4 		$242K Buy
3,078
+20
+0.7% +$1.5K 0.04% 409
2022
Q3 		$215K Buy
3,058
+9
+0.3% +$706 0.04% 409
2022
Q2 		$244K Buy
+3,049
New +$238K 0.05% 380
2021
Q3 		– Sell
-4,751
Closed -$386K – 435
2021
Q2 		$386K Buy
4,751
+223
+5% +$18.2K 0.09% 256
2021
Q1 		$357K Buy
4,528
+94
+2% +$7.37K 0.1% 247
2020
Q4 		$379K Buy
4,434
+320
+8% +$26.5K 0.11% 226
2020
Q3 		$317K Sell
4,114
-219
-5% -$16.7K 0.11% 223
2020
Q2 		$317K Buy
4,333
+152
+4% +$10.8K 0.13% 206
2020
Q1 		$277K Buy
+4,181
New +$295K 0.15% 173

Other funds holding CL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Alliance's CL Position: Q3 2026 in Review

Wealth Alliance reduced its Colgate-Palmolive (CL) stake by 7.3% in Q3 2026, selling an estimated $23K and leaving 3,215 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #464.

Wealth Alliance first reported a position in CL in Q1 2020 and has held it in 21 quarters since. The position peaked at $440K in Q2 2025. 1,712 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Wealth Alliance held 3,215 shares of Colgate-Palmolive worth $274K as of Q3 2026.
  • Wealth Alliance sold 254 Colgate-Palmolive shares in Q3 2026, an estimated $23K.
  • Colgate-Palmolive made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #464 holding.
  • Wealth Alliance first reported a position in Colgate-Palmolive in Q1 2020 and has held it in 21 quarters since.
  • Wealth Alliance's Colgate-Palmolive position peaked at $440K in Q2 2025.
  • 1,712 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.