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

Capstone 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	$413K	Hold	4,843	–	–	0.02%	117
2025 Q4	$383K	Sell	4,843 -3	-0.1%	-$235	0.02%	116
2025 Q3	$387K	Buy	4,846 +29	+0.6%	+$2.47K	0.02%	115
2025 Q2	$438K	Sell	4,817 -266	-5%	-$24.3K	0.03%	102
2025 Q1	$476K	Hold	5,083	–	–	0.03%	94
2024 Q4	$462K	Hold	5,083	–	–	0.03%	92
2024 Q3	$528K	Buy	5,083 +17	+0.3%	+$1.73K	0.03%	87
2024 Q2	$492K	Buy	5,066 +266	+6%	+$24.5K	0.03%	89
2024 Q1	$432K	Hold	4,800	–	–	0.03%	91
2023 Q4	$383K	Hold	4,800	–	–	0.03%	97
2023 Q3	$341K	Hold	4,800	–	–	0.03%	97
2023 Q2	$370K	Hold	4,800	–	–	0.03%	90
2023 Q1	$361K	Hold	4,800	–	–	0.03%	88
2022 Q4	$378K	Hold	4,800	–	–	0.03%	84
2022 Q3	$337K	Sell	4,800 -111	-2%	-$8.7K	0.03%	89
2022 Q2	$394K	Hold	4,911	–	–	0.03%	84
2022 Q1	$372K	Sell	4,911 -748	-13%	-$59.2K	0.03%	98
2021 Q4	$483K	Hold	5,659	–	–	0.03%	80
2021 Q3	$428K	Hold	5,659	–	–	0.03%	76
2021 Q2	$460K	Buy	+5,659	New	+$463K	0.04%	75
2021 Q1	–	Sell	-3,111	Closed	-$266K	–	133
2020 Q4	$266K	Sell	3,111 -394	-11%	-$32.6K	0.03%	87
2020 Q3	$270K	Buy	+3,505	New	+$267K	0.03%	81
2020 Q1	–	Sell	-3,428	Closed	-$236K	–	102
2019 Q4	$236K	Buy	3,428 +150	+5%	+$10.2K	0.03%	76
2019 Q3	$241K	Buy	+3,278	New	+$238K	0.04%	76

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

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

Capstone Financial Advisors held its Colgate-Palmolive (CL) position steady in Q1 2026 at 4,843 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #117.

Capstone Financial Advisors first reported a position in CL in Q3 2019 and has held it in 24 quarters since. The position peaked at $528K in Q3 2024. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Capstone Financial Advisors held 4,843 shares of Colgate-Palmolive worth $413K as of Q1 2026.
Capstone Financial Advisors left its Colgate-Palmolive share count unchanged in Q1 2026.
Colgate-Palmolive made up 0.02% of Capstone Financial Advisors's portfolio in Q1 2026, its #117 holding.
Capstone Financial Advisors first reported a position in Colgate-Palmolive in Q3 2019 and has held it in 24 quarters since.
Capstone Financial Advisors's Colgate-Palmolive position peaked at $528K in Q3 2024.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

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