Colgate-Palmolive Company
MX ˙ BMV ˙ US1941621039
SecurityMX:CL / Colgate-Palmolive Company
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership5,362 shares
Latest Disclosed Value $ 457,039
Wealthcare Advisory Partners LLC reports 13.77% increase in ownership of CL / Colgate-Palmolive Company

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 5,362 shares of Colgate-Palmolive Company (MX:CL) valued at $457,039 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 4,713 shares of Colgate-Palmolive Company. This represents a change in shares of 13.77% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-14 2026-03-31 13F COLGATE PALMOLIVE COM 194162103 5,362 649 13.77 457 22.85 0.0089
2026-01-14 2025-12-31 13F COLGATE PALMOLIVE COM 194162103 4,713 263 5.91 372 4.79 0.0073
2025-11-07 2025-09-30 13F COLGATE PALMOLIVE COM 194162103 4,450 152 3.54 356 -8.97 0.0074
2025-07-22 2025-06-30 13F COLGATE PALMOLIVE COM 194162103 4,298 -113 -2.56 391 -5.57 0.0089
2025-04-15 2025-03-31 13F COLGATE PALMOLIVE COM 194162103 4,411 402 10.03 413 13.46 0.0111
2025-01-15 2024-12-31 13F COLGATE PALMOLIVE COM 194162103 4,009 162 4.21 364 -8.77 0.0101
2024-11-04 2024-09-30 13F COLGATE PALMOLIVE COM 194162103 3,847 -98 -2.48 399 4.45 0.0114
2024-08-12 2024-06-30 13F COLGATE PALMOLIVE COM 194162103 3,945 445 12.71 383 21.27 0.0120
2024-04-15 2024-03-31 13F COLGATE PALMOLIVE COM 194162103 3,500 96 2.82 315 16.24 0.0103
2024-02-06 2023-12-31 13F COLGATE PALMOLIVE COM 194162103 3,404 127 3.88 271 16.31 0.0108
2023-10-12 2023-09-30 13F COLGATE PALMOLIVE COM 194162103 3,277 27 0.83 233 -6.80 0.0107
2023-07-17 2023-06-30 13F COLGATE PALMOLIVE COM 194162103 3,250 96 3.04 250 5.49 0.0112
2023-05-04 2023-03-31 13F COLGATE PALMOLIVE COM 194162103 3,154 406 14.77 237 9.72 0.0102
2023-02-13 2022-12-31 13F COLGATE-PALMOLIVE COMMON 194162103 2,748 2,748 217 0.0103
2021-08-16 2021-06-30 13F COLGATE-PALMOLIVE COMMON 194162103 0 -2,696 -100.00 0 -100.00
2021-04-30 2021-03-31 13F COLGATE-PALMOLIVE COMMON 194162103 2,696 2,696 213 0.0154
2020-07-29 2020-06-30 13F COLGATE-PALMOLIVE COMMON 194162103 0 -1,328 -100.00 0 -100.00
2020-04-29 2020-03-31 13F COLGATE-PALMOLIVE COMMON 194162103 1,328 40 3.11 88 -1.12 0.0129
2020-01-29 2019-12-31 13F COLGATE-PALMOLIVE COMMON 194162103 1,288 0 0.00 89 -6.32 0.0113
2019-10-16 2019-09-30 13F COLGATE-PALMOLIVE COMMON 194162103 1,288 101 8.51 95 11.76 0.0138
2019-07-30 2019-06-30 13F COLGATE-PALMOLIVE COMMON 194162103 1,187 0 0.00 85 4.94 0.0135
2019-05-13 2019-03-31 13F COLGATE-PALMOLIVE COMMON 194162103 1,187 0 0.00 81 14.08 0.0138
2019-02-14 2018-12-31 13F COLGATE-PALMOLIVE COMMON 194162103 1,187 -17 -1.41 71 -12.35 0.0138
2018-11-14 2018-09-30 13F COLGATE-PALMOLIVE COMMON 194162103 1,204 0 0.00 81 3.85 0.0149
2018-08-13 2018-06-30 13F COLGATE-PALMOLIVE COMMON 194162103 1,204 17 1.43 78 -8.24 0.0153
2018-05-14 2018-03-31 13F COLGATE-PALMOLIVE COMMON 194162103 1,187 -79 -6.24 85 -11.46 0.0192
2018-02-14 2017-12-31 13F COLGATE-PALMOLIVE COMMON 194162103 1,266 920 265.90 96 284.00 0.0247
2017-11-15 2017-09-30 13F COLGATE-PALMOLIVE COMMON 194162103 346 346 25 0.0074
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.