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Capital Asset Advisory Services’s Colgate-Palmolive CL Stock Holding History

Capital Asset Advisory Services’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 		$2.21M Buy
26,404
+676
+3% +$60.2K 0.08% 114
2025
Q4 		$1.99M Buy
25,728
+1,488
+6% +$117K 0.08% 116
2025
Q3 		$1.94M Buy
24,240
+1,034
+4% +$88.2K 0.08% 115
2025
Q2 		$2.14M Sell
23,206
-312
-1% -$28.5K 0.1% 107
2025
Q1 		$2.2M Buy
23,518
+8,869
+61% +$794K 0.11% 105
2024
Q4 		$1.32M Buy
14,649
+398
+3% +$38K 0.07% 130
2024
Q3 		$1.43M Buy
14,251
+598
+4% +$61K 0.07% 128
2024
Q2 		$1.32M Sell
13,653
-10,496
-43% -$968K 0.07% 125
2024
Q1 		$2.12M Buy
24,149
+3,636
+18% +$308K 0.12% 101
2023
Q4 		$1.64M Buy
20,513
+30
+0.1% +$2.26K 0.1% 114
2023
Q3 		$1.41M Buy
20,483
+4,729
+30% +$354K 0.1% 109
2023
Q2 		$1.2M Buy
15,754
+1,213
+8% +$93.9K 0.08% 113
2023
Q1 		$1.09M Buy
14,541
+3,362
+30% +$250K 0.08% 116
2022
Q4 		$881K Buy
11,179
+3,557
+47% +$267K 0.07% 140
2022
Q3 		$535K Buy
7,622
+3,023
+66% +$237K 0.07% 159
2022
Q2 		$369K Buy
4,599
+127
+3% +$9.93K 0.04% 276
2022
Q1 		$339K Buy
+4,472
New +$354K 0.04% 308
2021
Q1 		– Sell
-5,114
Closed -$437K – 807
2020
Q4 		$437K Sell
5,114
-290
-5% -$24K 0.08% 221
2020
Q3 		$416K Sell
5,404
-37
-0.7% -$2.82K 0.09% 194
2020
Q2 		$416K Buy
5,441
+238
+5% +$16.9K 0.09% 200
2020
Q1 		$357K Buy
+5,203
New +$367K 0.09% 182

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

Capital Asset Advisory Services's CL Position: Q1 2026 in Review

Capital Asset Advisory Services increased its Colgate-Palmolive (CL) stake by 2.6% in Q1 2026, buying an estimated $60.2K and bringing the position to 26,404 shares worth $2.21M. The position accounts for 0.08% of the portfolio, ranked #114.

Capital Asset Advisory Services first reported a position in CL in Q1 2020 and has held it in 21 quarters since. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Capital Asset Advisory Services held 26,404 shares of Colgate-Palmolive worth $2.21M as of Q1 2026.
  • Capital Asset Advisory Services bought 676 Colgate-Palmolive shares in Q1 2026, an estimated $60.2K.
  • Colgate-Palmolive made up 0.08% of Capital Asset Advisory Services's portfolio in Q1 2026, its #114 holding.
  • Capital Asset Advisory Services first reported a position in Colgate-Palmolive in Q1 2020 and has held it in 21 quarters since.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.