Accretive Wealth Partners, LLC CL β€” COLGATE PALMOLIVE CO

Ownership history in Accretive Wealth Partners, LLC  Β·  1 quarter on record

AI Ownership Summary

Accretive Wealth Partners, LLC reported COLGATE PALMOLIVE CO (CL) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.44% in 2026 Q1. The latest visible filing shows CL at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Accretive Wealth Partners, LLC's position in COLGATE PALMOLIVE CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CL was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Accretive Wealth Partners, LLC held CL β€” position size vs. price
% of Fund (quarterly)    CL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 18,205 β€” β€” 0.44% $1.6M 2026-04-22 $82.35

FAQ About Accretive Wealth Partners, LLC and CL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Accretive Wealth Partners, LLC reported owning CL?

Accretive Wealth Partners, LLC reported CL across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported CL position in Accretive Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for CL was 0.44% in 2026 Q1.

What is the latest reported CL position on this page?

The most recent filing on this page is 2026 Q1, when Accretive Wealth Partners, LLC reported 18,205 shares, equal to 0.44% of portfolio, with an estimated market value of $1.6M.

What does the chart on this CL ownership page compare?

The chart compares Accretive Wealth Partners, LLC's quarterly CL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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