Concurrent Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Concurrent Investment Advisors’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	$3.97M	Sell	46,569 -748	-2%	-$66.7K	0.04%	414
2025 Q4	$3.74M	Buy	47,317 +20,486	+76%	+$1.61M	0.04%	399
2025 Q3	$2.14M	Buy	26,831 +1,974	+8%	+$168K	0.04%	445
2025 Q2	$2.26M	Buy	24,857 +2,449	+11%	+$224K	0.04%	399
2025 Q1	$2.1M	Buy	22,408 +11,131	+99%	+$997K	0.05%	357
2024 Q4	$1.03M	Sell	11,277 -1,306	-10%	-$125K	0.03%	478
2024 Q3	$1.31M	Buy	12,583 +867	+7%	+$88.4K	0.04%	411
2024 Q2	$1.14M	Buy	11,716 +2,565	+28%	+$237K	0.04%	398
2024 Q1	$824K	Sell	9,151 -1,486	-14%	-$126K	0.03%	418
2023 Q4	$848K	Buy	+10,637	New	+$800K	0.04%	361

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

Concurrent Investment Advisors's CL Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Colgate-Palmolive (CL) stake by 1.6% in Q1 2026, selling an estimated $66.7K and leaving 46,569 shares worth $3.97M. The position accounts for 0.04% of the portfolio, ranked #414.

Concurrent Investment Advisors first reported a position in CL in Q4 2023 and has held it in 10 quarters since. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Concurrent Investment Advisors held 46,569 shares of Colgate-Palmolive worth $3.97M as of Q1 2026.
Concurrent Investment Advisors sold 748 Colgate-Palmolive shares in Q1 2026, an estimated $66.7K.
Colgate-Palmolive made up 0.04% of Concurrent Investment Advisors's portfolio in Q1 2026, its #414 holding.
Concurrent Investment Advisors first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 10 quarters since.
1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.