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Carson Advisory’s Colgate-Palmolive CL Stock Holding History

Carson 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 		$277K Buy
3,254
+2
+0.1% +$178 0.14% 145
2025
Q4 		$257K Buy
3,252
+2
+0.1% +$157 0.13% 153
2025
Q3 		$260K Buy
3,250
+2
+0.1% +$171 0.14% 144
2025
Q2 		$295K Buy
3,248
+2
+0.1% +$183 0.19% 119
2025
Q1 		$304K Buy
3,246
+2
+0.1% +$179 0.2% 114
2024
Q4 		$295K Sell
3,244
-23
-0.7% -$2.19K 0.21% 119
2024
Q3 		$339K Sell
3,267
-99
-3% -$10.1K 0.21% 119
2024
Q2 		$327K Buy
3,366
+2
+0.1% +$184 0.23% 108
2024
Q1 		$303K Buy
3,364
+2
+0.1% +$169 0.21% 117
2023
Q4 		$268K Buy
3,362
+2
+0.1% +$150 0.21% 122
2023
Q3 		$239K Sell
3,360
-131
-4% -$9.79K 0.21% 129
2023
Q2 		$269K Buy
3,491
+12
+0.3% +$929 0.23% 115
2023
Q1 		$261K Buy
3,479
+2
+0.1% +$149 0.23% 110
2022
Q4 		$274K Buy
3,477
+52
+2% +$3.9K 0.26% 95
2022
Q3 		$241K Buy
3,425
+250
+8% +$19.6K 0.27% 97
2022
Q2 		$254K Sell
3,175
-41
-1% -$3.21K 0.28% 95
2022
Q1 		$244K Hold
3,216
– – 0.24% 103
2021
Q4 		$274K Buy
+3,216
New +$251K 0.28% 93

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

Carson Advisory's CL Position: Q1 2026 in Review

Carson Advisory increased its Colgate-Palmolive (CL) stake by 0.06% in Q1 2026, buying an estimated $178 and bringing the position to 3,254 shares worth $277K. The position accounts for 0.14% of the portfolio, ranked #145.

Carson Advisory first reported a position in CL in Q4 2021 and has held it in 18 quarters since. The position peaked at $339K in Q3 2024. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Carson Advisory held 3,254 shares of Colgate-Palmolive worth $277K as of Q1 2026.
  • Carson Advisory bought 2 Colgate-Palmolive shares in Q1 2026, an estimated $178.
  • Colgate-Palmolive made up 0.14% of Carson Advisory's portfolio in Q1 2026, its #145 holding.
  • Carson Advisory first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Colgate-Palmolive position peaked at $339K in Q3 2024.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.