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Wealthcare Advisory Partners’s Colgate-Palmolive CL Stock Holding History

Wealthcare Advisory Partners’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 		$332K Sell
3,618
-1,744
-33% -$153K 0.01% 839
2026
Q1 		$457K Buy
5,362
+649
+14% +$57.8K 0.01% 726
2025
Q4 		$372K Buy
4,713
+263
+6% +$20.6K 0.01% 791
2025
Q3 		$356K Buy
4,450
+152
+4% +$13K 0.01% 785
2025
Q2 		$391K Sell
4,298
-113
-3% -$10.3K 0.01% 712
2025
Q1 		$413K Buy
4,411
+402
+10% +$36K 0.01% 635
2024
Q4 		$364K Buy
4,009
+162
+4% +$15.5K 0.01% 651
2024
Q3 		$399K Sell
3,847
-98
-2% -$9.99K 0.01% 625
2024
Q2 		$383K Buy
3,945
+445
+13% +$41K 0.01% 600
2024
Q1 		$315K Buy
3,500
+96
+3% +$8.13K 0.01% 653
2023
Q4 		$271K Buy
3,404
+127
+4% +$9.55K 0.01% 631
2023
Q3 		$233K Buy
3,277
+27
+0.8% +$2.02K 0.01% 613
2023
Q2 		$250K Buy
3,250
+96
+3% +$7.43K 0.01% 619
2023
Q1 		$237K Buy
3,154
+406
+15% +$30.2K 0.01% 649
2022
Q4 		$217K Buy
+2,748
New +$206K 0.01% 636
2021
Q2 		– Sell
-2,696
Closed -$213K – 781
2021
Q1 		$213K Buy
+2,696
New +$211K 0.02% 471
2020
Q2 		– Sell
-1,328
Closed -$88K – 492
2020
Q1 		$88K Buy
1,328
+40
+3% +$2.82K 0.01% 397
2019
Q4 		$89K Hold
1,288
– – 0.01% 424
2019
Q3 		$95K Buy
1,288
+101
+9% +$7.33K 0.01% 402
2019
Q2 		$85K Hold
1,187
– – 0.01% 410
2019
Q1 		$81K Hold
1,187
– – 0.01% 376
2018
Q4 		$71K Sell
1,187
-17
-1% -$1.06K 0.01% 365
2018
Q3 		$81K Hold
1,204
– – 0.01% 371
2018
Q2 		$78K Buy
1,204
+17
+1% +$1.11K 0.02% 375
2018
Q1 		$85K Sell
1,187
-79
-6% -$5.68K 0.02% 307
2017
Q4 		$96K Buy
1,266
+920
+266% +$67.2K 0.02% 260
2017
Q3 		$25K Buy
+346
New +$24.9K 0.01% 392

Other funds holding CL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Wealthcare Advisory Partners's CL Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Colgate-Palmolive (CL) stake by 33% in Q2 2026, selling an estimated $153K and leaving 3,618 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #839.

Wealthcare Advisory Partners first reported a position in CL in Q3 2017 and has held it in 27 quarters since. The position peaked at $457K in Q1 2026. 645 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Wealthcare Advisory Partners held 3,618 shares of Colgate-Palmolive worth $332K as of Q2 2026.
  • Wealthcare Advisory Partners sold 1,744 Colgate-Palmolive shares in Q2 2026, an estimated $153K.
  • Colgate-Palmolive made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #839 holding.
  • Wealthcare Advisory Partners first reported a position in Colgate-Palmolive in Q3 2017 and has held it in 27 quarters since.
  • Wealthcare Advisory Partners's Colgate-Palmolive position peaked at $457K in Q1 2026.
  • 645 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.