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WealthPlan Investment Management’s Colgate-Palmolive CL Stock Holding History

WealthPlan Investment Management’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 		$209K Buy
+2,278
New +$199K 0.01% 458
2023
Q2 		– Sell
-300
Closed -$22.5K – 387
2023
Q1 		$22.5K Buy
+300
New +$22.3K ﹤0.01% 289

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 $3.38T AUM 44.17% 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

WealthPlan Investment Management's CL Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Colgate-Palmolive (CL) in Q2 2026: 2,278 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: WealthPlan Investment Management previously reported a position in CL as recently as Q1 2023.

WealthPlan Investment Management first reported a position in CL in Q1 2023 and has held it in 2 quarters since. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • WealthPlan Investment Management held 2,278 shares of Colgate-Palmolive worth $209K as of Q2 2026.
  • Colgate-Palmolive was a new WealthPlan Investment Management position in Q2 2026.
  • Colgate-Palmolive made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #458 holding.
  • WealthPlan Investment Management first reported a position in Colgate-Palmolive in Q1 2023 and has held it in 2 quarters since.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.