Charter Research & Investment Group’s Colgate-Palmolive CL Stock Holding History

Charter Research & Investment Group’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	$512K	Buy	6,007 +400	+7%	+$35.6K	0.34%	57
2025 Q4	$443K	Sell	5,607 -800	-12%	-$62.7K	0.3%	62
2025 Q3	$512K	Hold	6,407	–	–	0.35%	56
2025 Q2	$582K	Hold	6,407	–	–	0.43%	51
2025 Q1	$600K	Hold	6,407	–	–	0.46%	54
2024 Q4	$582K	Sell	6,407 -229	-3%	-$21.9K	0.44%	53
2024 Q3	$689K	Hold	6,636	–	–	0.51%	46
2024 Q2	$644K	Hold	6,636	–	–	0.51%	48
2024 Q1	$598K	Hold	6,636	–	–	0.47%	48
2023 Q4	$529K	Hold	6,636	–	–	0.44%	55
2023 Q3	$472K	Hold	6,636	–	–	0.42%	55
2023 Q2	$511K	Hold	6,636	–	–	0.42%	55
2023 Q1	$499K	Hold	6,636	–	–	0.44%	54
2022 Q4	$523K	Hold	6,636	–	–	0.5%	45
2022 Q3	$466K	Hold	6,636	–	–	0.47%	49
2022 Q2	$532K	Hold	6,636	–	–	0.48%	49
2022 Q1	$503K	Hold	6,636	–	–	0.41%	53
2021 Q4	$566K	Hold	6,636	–	–	0.45%	51
2021 Q3	$502K	Hold	6,636	–	–	0.42%	53
2021 Q2	$540K	Hold	6,636	–	–	0.45%	52
2021 Q1	$523K	Hold	6,636	–	–	0.46%	52
2020 Q4	$567K	Hold	6,636	–	–	0.55%	43
2020 Q3	$512K	Buy	6,636 +284	+4%	+$21.7K	0.56%	44
2020 Q2	$465K	Hold	6,352	–	–	0.54%	46
2020 Q1	$422K	Hold	6,352	–	–	0.56%	45
2019 Q4	$437K	Hold	6,352	–	–	0.44%	54
2019 Q3	$467K	Buy	6,352 +600	+10%	+$43.5K	0.51%	54
2019 Q2	$412K	Hold	5,752	–	–	0.46%	54
2019 Q1	$394K	Hold	5,752	–	–	0.44%	55
2018 Q4	$342K	Hold	5,752	–	–	0.43%	57
2018 Q3	$385K	Hold	5,752	–	–	0.42%	55
2018 Q2	$373K	Hold	5,752	–	–	0.43%	53
2018 Q1	$412K	Buy	5,752 +809	+16%	+$58.2K	0.49%	49
2017 Q4	$373K	Buy	+4,943	New	+$361K	0.42%	56
2016 Q3	$366K	Sell	4,943 -200	-4%	-$14.8K	0.43%	54
2016 Q2	$376K	Hold	5,143	–	–	0.43%	54
2016 Q1	$363K	Buy	5,143 +56	+1%	+$3.73K	0.42%	53
2015 Q4	$339K	Hold	5,087	–	–	0.39%	56
2015 Q3	$323K	Hold	5,087	–	–	0.43%	51
2015 Q2	$333K	Hold	5,087	–	–	0.37%	56
2015 Q1	$353K	Hold	5,087	–	–	0.39%	54
2014 Q4	$352K	Buy	+5,087	New	+$344K	0.39%	57

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 $147M AUM 25.76% 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

Charter Research & Investment Group's CL Position: Q1 2026 in Review

Charter Research & Investment Group increased its Colgate-Palmolive (CL) stake by 7.1% in Q1 2026, buying an estimated $35.6K and bringing the position to 6,007 shares worth $512K. The position accounts for 0.34% of the portfolio, ranked #57.

Charter Research & Investment Group first reported a position in CL in Q4 2014 and has held it in 42 quarters since. The position peaked at $689K in Q3 2024. 1,950 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Charter Research & Investment Group held 6,007 shares of Colgate-Palmolive worth $512K as of Q1 2026.
Charter Research & Investment Group bought 400 Colgate-Palmolive shares in Q1 2026, an estimated $35.6K.
Colgate-Palmolive made up 0.34% of Charter Research & Investment Group's portfolio in Q1 2026, its #57 holding.
Charter Research & Investment Group first reported a position in Colgate-Palmolive in Q4 2014 and has held it in 42 quarters since.
Charter Research & Investment Group's Colgate-Palmolive position peaked at $689K in Q3 2024.
1,950 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.