Colgate-Palmolive Company
MX ˙ BMV ˙ US1941621039
SecurityMX:CL / Colgate-Palmolive Company
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership9,476 shares
Latest Disclosed Value $ 807,612
Avidian Wealth Solutions, LLC reports 24.37% increase in ownership of CL / Colgate-Palmolive Company

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 9,476 shares of Colgate-Palmolive Company (MX:CL) valued at $807,612 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 7,619 shares of Colgate-Palmolive Company. This represents a change in shares of 24.37% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F COLGATE PALMOLIVE COM 194162103 9,476 1,857 24.37 808 34.05 0.0255
2026-02-02 2025-12-31 13F COLGATE PALMOLIVE COM 194162103 7,619 -1,449 -15.98 602 -16.85 0.0219
2025-10-30 2025-09-30 13F COLGATE PALMOLIVE COM 194162103 9,068 162 1.82 725 -10.51 0.0273
2025-07-30 2025-06-30 13F COLGATE PALMOLIVE COM 194162103 8,906 212 2.44 810 -0.61 0.0329
2025-04-25 2025-03-31 13F COLGATE PALMOLIVE COM 194162103 8,694 1,187 15.81 815 19.35 0.0363
2025-01-29 2024-12-31 13F COLGATE PALMOLIVE COM 194162103 7,507 -121 -1.59 682 -13.78 0.0307
2024-10-30 2024-09-30 13F COLGATE PALMOLIVE COM 194162103 7,628 -510 -6.27 792 0.25 0.0360
2024-08-06 2024-06-30 13F COLGATE PALMOLIVE COM 194162103 8,138 547 7.21 790 15.52 0.0328
2024-05-03 2024-03-31 13F COLGATE PALMOLIVE COM 194162103 7,591 -1,611 -17.51 684 -6.82 0.0332
2024-02-06 2023-12-31 13F COLGATE PALMOLIVE COM 194162103 9,202 219 2.44 733 14.89 0.0451
2023-10-13 2023-09-30 13F COLGATE PALMOLIVE COM 194162103 8,983 -4,193 -31.82 639 -37.14 0.0450
2023-08-03 2023-06-30 13F COLGATE PALMOLIVE COM 194162103 13,176 -63 -0.48 1,015 2.11 0.0665
2023-05-08 2023-03-31 13F COLGATE PALMOLIVE COM 194162103 13,239 1,230 10.24 995 5.07 0.0546
2023-02-06 2022-12-31 13F COLGATE PALMOLIVE COM 194162103 12,009 625 5.49 946 18.25 0.0616
2022-11-03 2022-09-30 13F COLGATE PALMOLIVE COM 194162103 11,384 39 0.34 800 -11.99 0.0578
2022-07-29 2022-06-30 13F COLGATE PALMOLIVE COM 194162103 11,345 130 1.16 909 6.94 0.0643
2022-05-10 2022-03-31 13F COLGATE PALMOLIVE COM 194162103 11,215 239 2.18 850 -9.28 0.0521
2022-02-14 2021-12-31 13F COLGATE PALMOLIVE COM 194162103 10,976 91 0.84 937 13.85 0.0583
2021-11-10 2021-09-30 13F COLGATE PALMOLIVE COM 194162103 10,885 178 1.66 823 -5.51 0.0627
2021-08-09 2021-06-30 13F COLGATE PALMOLIVE COM 194162103 10,707 -11,273 -51.29 871 -49.74 0.0668
2021-05-05 2021-03-31 13F COLGATE PALMOLIVE COM 194162103 21,980 -558 -2.48 1,733 -10.07 0.1476
2021-02-09 2020-12-31 13F COLGATE PALMOLIVE COM 194162103 22,538 643 2.94 1,927 14.09 0.1827
2021-02-03 2020-09-30 13F/A-1 COLGATE PALMOLIVE COM 194162103 21,895 1,172 5.66 1,689 11.26 0.1914
2020-08-10 2020-06-30 13F COLGATE PALMOLIVE COM 194162103 20,723 600 2.98 1,518 13.71 0.2048
2020-04-22 2020-03-31 13F COLGATE PALMOLIVE COM 194162103 20,123 -65 -0.32 1,335 -3.96 0.2142
2020-02-13 2019-12-31 13F COLGATE PALMOLIVE COM 194162103 20,188 15,926 373.67 1,390 344.09 0.1975
2019-11-14 2019-09-30 13F COLGATE PALMOLIVE COM 194162103 4,262 196 4.82 313 7.56 0.0516
2019-08-14 2019-06-30 13F COLGATE PALMOLIVE COM 194162103 4,066 887 27.90 291 33.49 0.0688
2019-05-15 2019-03-31 13F COLGATE PALMOLIVE COM 194162103 3,179 3,179 218 0.0485
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.