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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
Q2 		– Sell
-2,700
Closed -$230K – 152
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

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

Westbourne Investments's CL Position: Q2 2026 in Review

Westbourne Investments sold out of Colgate-Palmolive (CL) in Q2 2026, closing a stake of 2,700 shares — an estimated $230K sold.

Westbourne Investments first reported a position in CL in Q3 2025 and held it in 2 quarters. The position peaked at $230K in Q1 2026. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Westbourne Investments reported no remaining Colgate-Palmolive position as of Q2 2026 after selling out during the quarter.
  • Westbourne Investments sold 2,700 Colgate-Palmolive shares in Q2 2026, an estimated $230K.
  • Westbourne Investments first reported a position in Colgate-Palmolive in Q3 2025 and held it in 2 quarters.
  • Westbourne Investments's Colgate-Palmolive position peaked at $230K in Q1 2026.
  • 2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.