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CBIZ Investment Advisory Services’s Colgate-Palmolive CL Stock Holding History

CBIZ Investment 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 		$5.03K Sell
59
-264
-82% -$23.5K ﹤0.01% 226
2025
Q4 		$25.5K Buy
323
+150
+87% +$11.8K ﹤0.01% 233
2025
Q3 		$13.8K Buy
173
+51
+42% +$4.35K ﹤0.01% 302
2025
Q2 		$11.1K Buy
122
+92
+307% +$8.4K ﹤0.01% 338
2025
Q1 		$2.81K Buy
+30
New +$2.69K ﹤0.01% 442

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

CBIZ Investment Advisory Services's CL Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Colgate-Palmolive (CL) stake by 82% in Q1 2026, selling an estimated $23.5K and leaving 59 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

CBIZ Investment Advisory Services first reported a position in CL in Q1 2025 and has held it in 5 quarters since. The position peaked at $25.5K in Q4 2025. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • CBIZ Investment Advisory Services held 59 shares of Colgate-Palmolive worth $5.03K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 264 Colgate-Palmolive shares in Q1 2026, an estimated $23.5K.
  • Colgate-Palmolive made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #226 holding.
  • CBIZ Investment Advisory Services first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Colgate-Palmolive position peaked at $25.5K in Q4 2025.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.