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Wescott Financial Advisory Group’s Colgate-Palmolive CL Stock Holding History

Wescott Financial Advisory Group’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 		$343K Buy
3,746
+66
+2% +$5.78K 0.03% 156
2026
Q1 		$314K Buy
3,680
+84
+2% +$7.49K 0.03% 155
2025
Q4 		$284K Sell
3,596
-440
-11% -$34.5K 0.02% 160
2025
Q3 		$323K Buy
4,036
+481
+14% +$41K 0.03% 145
2025
Q2 		$323K Buy
3,555
+111
+3% +$10.1K 0.03% 142
2025
Q1 		$323K Sell
3,444
-73
-2% -$6.54K 0.03% 135
2024
Q4 		$320K Buy
3,517
+119
+4% +$11.4K 0.03% 136
2024
Q3 		$353K Buy
3,398
+11
+0.3% +$1.12K 0.04% 139
2024
Q2 		$329K Buy
3,387
+35
+1% +$3.23K 0.04% 137
2024
Q1 		$302K Buy
3,352
+3
+0.1% +$254 0.04% 138
2023
Q4 		$267K Buy
3,349
+4
+0.1% +$301 0.04% 142
2023
Q3 		$238K Hold
3,345
– – 0.04% 141
2023
Q2 		$258K Sell
3,345
-29
-0.9% -$2.25K 0.05% 140
2023
Q1 		$254K Buy
+3,374
New +$251K 0.06% 135

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 $3.37T AUM 44.26% 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

Wescott Financial Advisory Group's CL Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Colgate-Palmolive (CL) stake by 1.8% in Q2 2026, buying an estimated $5.78K and bringing the position to 3,746 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #156.

Wescott Financial Advisory Group first reported a position in CL in Q1 2023 and has held it in 14 quarters since. The position peaked at $353K in Q3 2024. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Wescott Financial Advisory Group held 3,746 shares of Colgate-Palmolive worth $343K as of Q2 2026.
  • Wescott Financial Advisory Group bought 66 Colgate-Palmolive shares in Q2 2026, an estimated $5.78K.
  • Colgate-Palmolive made up 0.03% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #156 holding.
  • Wescott Financial Advisory Group first reported a position in Colgate-Palmolive in Q1 2023 and has held it in 14 quarters since.
  • Wescott Financial Advisory Group's Colgate-Palmolive position peaked at $353K in Q3 2024.
  • 2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.