Cassaday & Co Wealth Management’s Colgate-Palmolive CL Stock Holding History

Cassaday & Co Wealth Management’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	$363K	Buy	4,264 +208	+5%	+$18.5K	0.01%	266
2025 Q4	$321K	Sell	4,056 -1	-0%	-$78	0.01%	276
2025 Q3	$324K	Buy	4,057 +97	+2%	+$8.27K	0.01%	269
2025 Q2	$360K	Hold	3,960	–	–	0.01%	242
2025 Q1	$371K	Hold	3,960	–	–	0.01%	228
2024 Q4	$360K	Hold	3,960	–	–	0.01%	230
2024 Q3	$411K	Sell	3,960 -12	-0.3%	-$1.22K	0.01%	204
2024 Q2	$385K	Sell	3,972 -19	-0.5%	-$1.75K	0.01%	201
2024 Q1	$359K	Buy	3,991 +31	+0.8%	+$2.63K	0.01%	203
2023 Q4	$316K	Hold	3,960	–	–	0.01%	198
2023 Q3	$282K	Buy	3,960 +829	+26%	+$62K	0.01%	200
2023 Q2	$241K	Sell	3,131 -823	-21%	-$63.7K	0.01%	224
2023 Q1	$297K	Hold	3,954	–	–	0.01%	204
2022 Q4	$312K	Buy	+3,954	New	+$296K	0.01%	195

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

Cassaday & Co Wealth Management's CL Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its Colgate-Palmolive (CL) stake by 5.1% in Q1 2026, buying an estimated $18.5K and bringing the position to 4,264 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #266.

Cassaday & Co Wealth Management first reported a position in CL in Q4 2022 and has held it in 14 quarters since. The position peaked at $411K in Q3 2024. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Cassaday & Co Wealth Management held 4,264 shares of Colgate-Palmolive worth $363K as of Q1 2026.
Cassaday & Co Wealth Management bought 208 Colgate-Palmolive shares in Q1 2026, an estimated $18.5K.
Colgate-Palmolive made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #266 holding.
Cassaday & Co Wealth Management first reported a position in Colgate-Palmolive in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's Colgate-Palmolive position peaked at $411K in Q3 2024.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.