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Advyzon Investment Management’s Colgate-Palmolive CL Stock Holding History

Advyzon Investment 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
Q2 		$286K Sell
3,121
-582
-16% -$50.9K 0.02% 625
2026
Q1 		$316K Sell
3,703
-19
-0.5% -$1.69K 0.03% 518
2025
Q4 		$294K Sell
3,722
-45
-1% -$3.53K 0.03% 452
2025
Q3 		$301K Buy
3,767
+392
+12% +$33.4K 0.05% 328
2025
Q2 		$307K Buy
3,375
+364
+12% +$33.2K 0.07% 274
2025
Q1 		$282K Buy
+3,011
New +$270K 0.1% 195

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 $3.38T AUM 44.17% 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

Advyzon Investment Management's CL Position: Q2 2026 in Review

Advyzon Investment Management reduced its Colgate-Palmolive (CL) stake by 16% in Q2 2026, selling an estimated $50.9K and leaving 3,121 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #625.

Advyzon Investment Management first reported a position in CL in Q1 2025 and has held it in 6 quarters since. The position peaked at $316K in Q1 2026. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Advyzon Investment Management held 3,121 shares of Colgate-Palmolive worth $286K as of Q2 2026.
  • Advyzon Investment Management sold 582 Colgate-Palmolive shares in Q2 2026, an estimated $50.9K.
  • Colgate-Palmolive made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #625 holding.
  • Advyzon Investment Management first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 6 quarters since.
  • Advyzon Investment Management's Colgate-Palmolive position peaked at $316K in Q1 2026.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.