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Westbourne Investments’s Colgate-Palmolive CL Stock Holding History

Westbourne Investments’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 		$230K Buy
+2,700
New +$241K 0.11% 129
2025
Q4 		– Sell
-3,155
Closed -$228K – 145
2025
Q3 		$228K Buy
+3,155
New +$269K 0.11% 118

Other funds holding CL

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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

Westbourne Investments's CL Position: Q1 2026 in Review

Westbourne Investments opened a new position in Colgate-Palmolive (CL) in Q1 2026: 2,700 shares worth $230K. The stake represents 0.11% of the portfolio and ranks #129 among its holdings. This is a return to the name: Westbourne Investments previously reported a position in CL as recently as Q3 2025.

Westbourne Investments first reported a position in CL in Q3 2025 and has held it in 2 quarters since. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Westbourne Investments held 2,700 shares of Colgate-Palmolive worth $230K as of Q1 2026.
  • Colgate-Palmolive was a new Westbourne Investments position in Q1 2026.
  • Colgate-Palmolive made up 0.11% of Westbourne Investments's portfolio in Q1 2026, its #129 holding.
  • Westbourne Investments first reported a position in Colgate-Palmolive in Q3 2025 and has held it in 2 quarters since.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.