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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
Q2 		$299K Buy
3,256
+2
+0.1% +$175 0.14% 151
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Carson Advisory's CL Position: Q2 2026 in Review

Carson Advisory increased its Colgate-Palmolive (CL) stake by 0.06% in Q2 2026, buying an estimated $175 and bringing the position to 3,256 shares worth $299K. The position accounts for 0.14% of the portfolio, ranked #151.

Carson Advisory first reported a position in CL in Q4 2021 and has held it in 19 quarters since. The position peaked at $339K in Q3 2024. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Carson Advisory held 3,256 shares of Colgate-Palmolive worth $299K as of Q2 2026.
  • Carson Advisory bought 2 Colgate-Palmolive shares in Q2 2026, an estimated $175.
  • Colgate-Palmolive made up 0.14% of Carson Advisory's portfolio in Q2 2026, its #151 holding.
  • Carson Advisory first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Colgate-Palmolive position peaked at $339K in Q3 2024.
  • 2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.