Annis Gardner Whiting Capital Advisors’s Colgate-Palmolive CL Stock Holding History

Annis Gardner Whiting Capital 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	$338K	Buy	3,970 +1,017	+34%	+$90.6K	0.05%	237
2025 Q4	$233K	Sell	2,953 -80	-3%	-$6.27K	0.04%	271
2025 Q3	$242K	Sell	3,033 -157	-5%	-$13.4K	0.05%	252
2025 Q2	$290K	Buy	3,190 +12	+0.4%	+$1.09K	0.1%	176
2025 Q1	$298K	Buy	3,178 +15	+0.5%	+$1.34K	0.13%	152
2024 Q4	$288K	Buy	3,163 +44	+1%	+$4.2K	0.08%	180
2024 Q3	$324K	Hold	3,119	–	–	0.09%	174
2024 Q2	$303K	Buy	3,119 +1,014	+48%	+$93.5K	0.09%	182
2024 Q1	$190K	Buy	2,105 +116	+6%	+$9.83K	0.07%	190
2023 Q4	$159K	Buy	1,989 +3	+0.2%	+$226	0.07%	172
2023 Q3	$141K	Buy	+1,986	New	+$148K	0.08%	169

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

Annis Gardner Whiting Capital Advisors's CL Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Colgate-Palmolive (CL) stake by 34% in Q1 2026, buying an estimated $90.6K and bringing the position to 3,970 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #237.

Annis Gardner Whiting Capital Advisors first reported a position in CL in Q3 2023 and has held it in 11 quarters since. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 3,970 shares of Colgate-Palmolive worth $338K as of Q1 2026.
Annis Gardner Whiting Capital Advisors bought 1,017 Colgate-Palmolive shares in Q1 2026, an estimated $90.6K.
Colgate-Palmolive made up 0.05% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #237 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Colgate-Palmolive in Q3 2023 and has held it in 11 quarters since.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.