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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
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 $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

Advyzon Investment Management's CL Position: Q1 2026 in Review

Advyzon Investment Management reduced its Colgate-Palmolive (CL) stake by 0.51% in Q1 2026, selling an estimated $1.69K and leaving 3,703 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #518.

Advyzon Investment Management first reported a position in CL in Q1 2025 and has held it in 5 quarters since. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Advyzon Investment Management held 3,703 shares of Colgate-Palmolive worth $316K as of Q1 2026.
  • Advyzon Investment Management sold 19 Colgate-Palmolive shares in Q1 2026, an estimated $1.69K.
  • Colgate-Palmolive made up 0.03% of Advyzon Investment Management's portfolio in Q1 2026, its #518 holding.
  • Advyzon Investment Management first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 5 quarters since.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.