American Trust Investment Advisors’s Colgate-Palmolive CL Stock Holding History

American Trust Investment Advisors’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	$229K	Hold	2,690	–	–	0.13%	72
2025 Q4	$213K	Hold	2,690	–	–	0.11%	77
2025 Q3	$215K	Hold	2,690	–	–	0.11%	78
2025 Q2	$245K	Hold	2,690	–	–	0.12%	76
2025 Q1	$252K	Sell	2,690 -50	-2%	-$4.48K	0.11%	97
2024 Q4	$249K	Hold	2,740	–	–	0.1%	103
2024 Q3	$284K	Hold	2,740	–	–	0.12%	102
2024 Q2	$266K	Hold	2,740	–	–	0.13%	74
2024 Q1	$247K	Hold	2,740	–	–	0.12%	77
2023 Q4	$218K	Buy	+2,740	New	+$206K	0.11%	83
2023 Q3	–	Sell	-2,740	Closed	-$211K	–	84
2023 Q2	$211K	Hold	2,740	–	–	0.12%	77
2023 Q1	$206K	Hold	2,740	–	–	0.12%	76
2022 Q4	$216K	Buy	+2,740	New	+$205K	0.14%	76
2022 Q3	–	Sell	-2,740	Closed	-$220K	–	75
2022 Q2	$220K	Sell	2,740 -225	-8%	-$17.6K	0.14%	73
2022 Q1	$225K	Sell	2,965 -116	-4%	-$9.19K	0.12%	81
2021 Q4	$263K	Hold	3,081	–	–	0.13%	79
2021 Q3	$233K	Hold	3,081	–	–	0.13%	79
2021 Q2	$251K	Sell	3,081 -60	-2%	-$4.91K	0.13%	76
2021 Q1	$248K	Hold	3,141	–	–	0.14%	73
2020 Q4	$269K	Hold	3,141	–	–	0.17%	66
2020 Q3	$242K	Sell	3,141 -100	-3%	-$7.63K	0.18%	63
2020 Q2	$237K	Hold	3,241	–	–	0.19%	55
2020 Q1	$215K	Hold	3,241	–	–	0.22%	52
2019 Q4	$223K	Sell	3,241 -25	-0.8%	-$1.71K	0.16%	69
2019 Q3	$240K	Sell	3,266 -50	-2%	-$3.63K	0.18%	62
2019 Q2	$238K	Hold	3,316	–	–	0.18%	64
2019 Q1	$227K	Sell	3,316 -295	-8%	-$19.1K	0.17%	65
2018 Q4	$215K	Hold	3,611	–	–	0.19%	62
2018 Q3	$242K	Sell	3,611 -100	-3%	-$6.66K	0.19%	68
2018 Q2	$241K	Hold	3,711	–	–	0.2%	66
2018 Q1	$266K	Hold	3,711	–	–	0.21%	60
2017 Q4	$280K	Sell	3,711 -30	-0.8%	-$2.19K	0.22%	64
2017 Q3	$273K	Hold	3,741	–	–	0.24%	56
2017 Q2	$277K	Hold	3,741	–	–	0.24%	60
2017 Q1	$274K	Hold	3,741	–	–	0.25%	54
2016 Q4	$245K	Sell	3,741 -2,134	-36%	-$146K	0.24%	57
2016 Q3	$436K	Sell	5,875 -1,629	-22%	-$120K	0.44%	47
2016 Q2	$549K	Sell	7,504 -4,905	-40%	-$349K	0.57%	44
2016 Q1	$877K	Hold	12,409	–	–	0.9%	38
2015 Q4	$827K	Sell	12,409 -1,750	-12%	-$116K	0.93%	42
2015 Q3	$899K	Hold	14,159	–	–	1.05%	39
2015 Q2	$926K	Sell	14,159 -110	-0.8%	-$7.46K	0.92%	41
2015 Q1	$989K	Sell	14,269 -261	-2%	-$18K	0.98%	41
2014 Q4	$1M	Buy	+14,530	New	+$981K	1.07%	39

Other funds holding CL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Trust Investment Advisors's CL Position: Q1 2026 in Review

American Trust Investment Advisors held its Colgate-Palmolive (CL) position steady in Q1 2026 at 2,690 shares worth $229K. The position accounts for 0.13% of the portfolio, ranked #72.

American Trust Investment Advisors first reported a position in CL in Q4 2014 and has held it in 44 quarters since. The position peaked at $1M in Q4 2014. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

American Trust Investment Advisors held 2,690 shares of Colgate-Palmolive worth $229K as of Q1 2026.
American Trust Investment Advisors left its Colgate-Palmolive share count unchanged in Q1 2026.
Colgate-Palmolive made up 0.13% of American Trust Investment Advisors's portfolio in Q1 2026, its #72 holding.
American Trust Investment Advisors first reported a position in Colgate-Palmolive in Q4 2014 and has held it in 44 quarters since.
American Trust Investment Advisors's Colgate-Palmolive position peaked at $1M in Q4 2014.
1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on American Trust Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.