Bragg Financial Advisors’s Colgate-Palmolive CL Stock Holding History

Bragg Financial 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	$1.24M	Sell	14,554 -746	-5%	-$66.5K	0.04%	206
2025 Q4	$1.21M	Sell	15,300 -1,427	-9%	-$112K	0.04%	207
2025 Q3	$1.34M	Buy	16,727 +726	+5%	+$61.9K	0.04%	198
2025 Q2	$1.45M	Sell	16,001 -232	-1%	-$21.2K	0.05%	198
2025 Q1	$1.52M	Sell	16,233 -338	-2%	-$30.3K	0.06%	187
2024 Q4	$1.51M	Sell	16,571 -458	-3%	-$43.7K	0.06%	186
2024 Q3	$1.77M	Sell	17,029 -45	-0.3%	-$4.59K	0.07%	182
2024 Q2	$1.66M	Sell	17,074 -376	-2%	-$34.7K	0.07%	180
2024 Q1	$1.57M	Sell	17,450 -397	-2%	-$33.6K	0.07%	181
2023 Q4	$1.42M	Sell	17,847 -433	-2%	-$32.6K	0.07%	182
2023 Q3	$1.3M	Sell	18,280 -566	-3%	-$42.3K	0.07%	185
2023 Q2	$1.45M	Sell	18,846 -280	-1%	-$21.7K	0.08%	179
2023 Q1	$1.44M	Sell	19,126 -588	-3%	-$43.7K	0.08%	176
2022 Q4	$1.55M	Sell	19,714 -1,390	-7%	-$104K	0.09%	171
2022 Q3	$1.48M	Sell	21,104 -936	-4%	-$73.4K	0.1%	164
2022 Q2	$1.77M	Sell	22,040 -197	-0.9%	-$15.4K	0.12%	154
2022 Q1	$1.69M	Sell	22,237 -1,273	-5%	-$101K	0.1%	163
2021 Q4	$1.78M	Hold	23,510	–	–	0.11%	152
2021 Q3	$1.78M	Buy	23,510 +50	+0.2%	+$3.97K	0.11%	152
2021 Q2	$1.91M	Sell	23,460 -1,259	-5%	-$103K	0.12%	149
2021 Q1	$1.95M	Sell	24,719 -561	-2%	-$44K	0.13%	146
2020 Q4	$2.16M	Sell	25,280 -787	-3%	-$65.1K	0.19%	130
2020 Q3	$2.01M	Sell	26,067 -375	-1%	-$28.6K	0.21%	125
2020 Q2	$1.94M	Sell	26,442 -858	-3%	-$60.9K	0.22%	121
2020 Q1	$1.81M	Sell	27,300 -1,060	-4%	-$74.8K	0.24%	121
2019 Q4	$1.95M	Sell	28,360 -1,378	-5%	-$94K	0.22%	129
2019 Q3	$2.19M	Sell	29,738 -884	-3%	-$64.1K	0.27%	122
2019 Q2	$2.19M	Sell	30,622 -813	-3%	-$57.7K	0.27%	123
2019 Q1	$2.15M	Sell	31,435 -1,408	-4%	-$90.9K	0.28%	118
2018 Q4	$1.96M	Sell	32,843 -2,345	-7%	-$147K	0.29%	116
2018 Q3	$2.36M	Sell	35,188 -1,276	-3%	-$85K	0.32%	108
2018 Q2	$2.36M	Sell	36,464 -2,760	-7%	-$181K	0.34%	108
2018 Q1	$2.81M	Sell	39,224 -2,167	-5%	-$156K	0.41%	93
2017 Q4	$3.12M	Sell	41,391 -1,699	-4%	-$124K	0.45%	82
2017 Q3	$3.14M	Buy	43,090 +372	+0.9%	+$26.8K	0.48%	80
2017 Q2	$3.17M	Sell	42,718 -380	-0.9%	-$28.2K	0.5%	79
2017 Q1	$3.15M	Sell	43,098 -1,120	-3%	-$78.4K	0.51%	83
2016 Q4	$2.89M	Buy	44,218 +802	+2%	+$55K	0.48%	84
2016 Q3	$3.22M	Sell	43,416 -797	-2%	-$58.9K	0.58%	66
2016 Q2	$3.24M	Sell	44,213 -299	-0.7%	-$21.3K	0.58%	66
2016 Q1	$3.15M	Sell	44,512 -595	-1%	-$39.6K	0.6%	59
2015 Q4	$3M	Sell	45,107 -1,770	-4%	-$118K	0.64%	59
2015 Q3	$2.98M	Sell	46,877 -1,115	-2%	-$72.8K	0.71%	57
2015 Q2	$3.14M	Buy	47,992 +135	+0.3%	+$9.16K	0.72%	52
2015 Q1	$3.32M	Buy	47,857 +1,469	+3%	+$102K	0.76%	48
2014 Q4	$3.21M	Sell	46,388 -390	-0.8%	-$26.3K	0.78%	45
2014 Q3	$3.05M	Sell	46,778 -886	-2%	-$58.4K	0.77%	47
2014 Q2	$3.25M	Sell	47,664 -1,360	-3%	-$91.1K	0.78%	43
2014 Q1	$3.18M	Sell	49,024 -1,665	-3%	-$105K	0.78%	42
2013 Q4	$3.31M	Sell	50,689 -2,315	-4%	-$148K	0.8%	38
2013 Q3	$3.14M	Buy	53,004 +302	+0.6%	+$17.9K	0.82%	35
2013 Q2	$3.02M	Buy	+52,702	New	+$3.13M	0.83%	38

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

Bragg Financial Advisors's CL Position: Q1 2026 in Review

Bragg Financial Advisors reduced its Colgate-Palmolive (CL) stake by 4.9% in Q1 2026, selling an estimated $66.5K and leaving 14,554 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #206.

Bragg Financial Advisors first reported a position in CL in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.32M in Q1 2015. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Bragg Financial Advisors held 14,554 shares of Colgate-Palmolive worth $1.24M as of Q1 2026.
Bragg Financial Advisors sold 746 Colgate-Palmolive shares in Q1 2026, an estimated $66.5K.
Colgate-Palmolive made up 0.04% of Bragg Financial Advisors's portfolio in Q1 2026, its #206 holding.
Bragg Financial Advisors first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 52 quarters since.
Bragg Financial Advisors's Colgate-Palmolive position peaked at $3.32M in Q1 2015.
1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.