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Beacon Financial Advisory’s Colgate-Palmolive CL Stock Holding History

Beacon Financial Advisory’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 		$918K Sell
10,774
-67
-0.6% -$5.97K 0.21% 130
2025
Q4 		$857K Sell
10,841
-871
-7% -$68.3K 0.2% 138
2025
Q3 		$936K Sell
11,712
-129
-1% -$11K 0.22% 129
2025
Q2 		$1.08M Buy
11,841
+738
+7% +$67.4K 0.28% 96
2025
Q1 		$1.04M Buy
11,103
+197
+2% +$17.6K 0.32% 90
2024
Q4 		$991K Sell
10,906
-124
-1% -$11.8K 0.32% 86
2024
Q3 		$1.15M Sell
11,030
-415
-4% -$42.3K 0.39% 63
2024
Q2 		$1.11M Buy
11,445
+1,241
+12% +$114K 0.41% 58
2024
Q1 		$919K Buy
10,204
+630
+7% +$53.4K 0.45% 61
2023
Q4 		$763K Buy
9,574
+61
+0.6% +$4.59K 0.37% 81
2023
Q3 		$676K Buy
9,513
+360
+4% +$26.9K 0.37% 89
2023
Q2 		$705K Buy
9,153
+150
+2% +$11.6K 0.4% 78
2023
Q1 		$677K Buy
9,003
+803
+10% +$59.7K 0.43% 75
2022
Q4 		$646K Buy
8,200
+500
+6% +$37.5K 0.46% 68
2022
Q3 		$541K Sell
7,700
-1,262
-14% -$99K 0.39% 85
2022
Q2 		$718K Sell
8,962
-82
-0.9% -$6.41K 0.41% 77
2022
Q1 		$686K Buy
9,044
+79
+0.9% +$6.26K 0.33% 95
2021
Q4 		$765K Buy
8,965
+107
+1% +$8.36K 0.35% 87
2021
Q3 		$669K Hold
8,858
– – 0.35% 91
2021
Q2 		$721K Sell
8,858
-389
-4% -$31.8K 0.39% 85
2021
Q1 		$729K Buy
9,247
+2,665
+40% +$209K 0.42% 84
2020
Q4 		$562K Buy
6,582
+647
+11% +$53.5K 0.37% 85
2020
Q3 		$457K Buy
+5,935
New +$453K 0.4% 80

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

Beacon Financial Advisory's CL Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Colgate-Palmolive (CL) stake by 0.62% in Q1 2026, selling an estimated $5.97K and leaving 10,774 shares worth $918K. The position accounts for 0.21% of the portfolio, ranked #130.

Beacon Financial Advisory first reported a position in CL in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q3 2024. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Beacon Financial Advisory held 10,774 shares of Colgate-Palmolive worth $918K as of Q1 2026.
  • Beacon Financial Advisory sold 67 Colgate-Palmolive shares in Q1 2026, an estimated $5.97K.
  • Colgate-Palmolive made up 0.21% of Beacon Financial Advisory's portfolio in Q1 2026, its #130 holding.
  • Beacon Financial Advisory first reported a position in Colgate-Palmolive in Q3 2020 and has held it in 23 quarters since.
  • Beacon Financial Advisory's Colgate-Palmolive position peaked at $1.15M in Q3 2024.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.