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

Wealth Preservation 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 		– Sell
-13
Closed -$1.03K – 1051
2025
Q4 		$1.03K Hold
13
– – ﹤0.01% 565
2025
Q3 		$1.04K Hold
13
– – ﹤0.01% 538
2025
Q2 		$1.18K Hold
13
– – ﹤0.01% 536
2025
Q1 		$1.22K Buy
+13
New +$1.16K ﹤0.01% 513

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

Wealth Preservation Advisors's CL Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Colgate-Palmolive (CL) in Q1 2026, closing a stake of 13 shares — an estimated $1.03K sold.

Wealth Preservation Advisors first reported a position in CL in Q1 2025 and held it in 4 quarters. The position peaked at $1.22K in Q1 2025. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Colgate-Palmolive position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 13 Colgate-Palmolive shares in Q1 2026, an estimated $1.03K.
  • Wealth Preservation Advisors first reported a position in Colgate-Palmolive in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Colgate-Palmolive position peaked at $1.22K in Q1 2025.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.