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Williams Jones Wealth Management’s Colgate-Palmolive CL Stock Holding History

Williams Jones Wealth 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
Q1 		$7.22M Sell
84,733
-2,472
-3% -$220K 0.09% 113
2025
Q4 		$6.89M Sell
87,205
-4,152
-5% -$326K 0.08% 115
2025
Q3 		$7.3M Sell
91,357
-1,756
-2% -$150K 0.08% 114
2025
Q2 		$8.46M Sell
93,113
-2,200
-2% -$201K 0.1% 106
2025
Q1 		$8.93M Sell
95,313
-6,170
-6% -$552K 0.11% 103
2024
Q4 		$9.23M Sell
101,483
-2,763
-3% -$264K 0.11% 109
2024
Q3 		$10.8M Sell
104,246
-398
-0.4% -$40.6K 0.13% 106
2024
Q2 		$10.2M Buy
104,644
+50
+0% +$4.61K 0.13% 103
2024
Q1 		$9.42M Sell
104,594
-65,705
-39% -$5.57M 0.12% 105
2023
Q4 		$13.6M Sell
170,299
-46,069
-21% -$3.46M 0.19% 84
2023
Q3 		$15.4M Sell
216,368
-7,035
-3% -$526K 0.24% 78
2023
Q2 		$17.2M Sell
223,403
-2,245
-1% -$174K 0.26% 75
2023
Q1 		$17M Sell
225,648
-1,888
-0.8% -$140K 0.27% 71
2022
Q4 		$17.9M Sell
227,536
-20,021
-8% -$1.5M 0.3% 64
2022
Q3 		$17.4M Sell
247,557
-4,646
-2% -$364K 0.3% 66
2022
Q2 		$20.2M Buy
252,203
+6,508
+3% +$509K 0.33% 63
2022
Q1 		$18.6M Buy
245,695
+440
+0.2% +$34.9K 0.26% 71
2021
Q4 		$20.9M Sell
245,255
-5,542
-2% -$433K 0.26% 70
2021
Q3 		$19M Sell
250,797
-7,943
-3% -$631K 0.27% 71
2021
Q2 		$21M Sell
258,740
-1,304
-0.5% -$107K 0.29% 66
2021
Q1 		$20.5M Buy
260,044
+1,764
+0.7% +$138K 0.32% 62
2020
Q4 		$22.1M Buy
258,280
+2,065
+0.8% +$171K 0.36% 56
2020
Q3 		$19.8M Sell
256,215
-3,557
-1% -$271K 0.37% 57
2020
Q2 		$19M Buy
259,772
+2,299
+0.9% +$163K 0.39% 53
2020
Q1 		$17.1M Sell
257,473
-4,549
-2% -$321K 0.45% 51
2019
Q4 		$18M Sell
262,022
-400
-0.2% -$27.3K 0.35% 62
2019
Q3 		$19.3M Buy
+262,422
New +$19M 0.4% 59

Other funds holding CL

BlackRock
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

Williams Jones Wealth Management's CL Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Colgate-Palmolive (CL) stake by 2.8% in Q1 2026, selling an estimated $220K and leaving 84,733 shares worth $7.22M. The position accounts for 0.09% of the portfolio, ranked #113.

Williams Jones Wealth Management first reported a position in CL in Q3 2019 and has held it in 27 quarters since. The position peaked at $22.1M in Q4 2020. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Williams Jones Wealth Management held 84,733 shares of Colgate-Palmolive worth $7.22M as of Q1 2026.
  • Williams Jones Wealth Management sold 2,472 Colgate-Palmolive shares in Q1 2026, an estimated $220K.
  • Colgate-Palmolive made up 0.09% of Williams Jones Wealth Management's portfolio in Q1 2026, its #113 holding.
  • Williams Jones Wealth Management first reported a position in Colgate-Palmolive in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Colgate-Palmolive position peaked at $22.1M in Q4 2020.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.