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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
Q2 		$4.41M Buy
48,067
+1,498
+3% +$131K 0.04% 469
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
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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's CL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Colgate-Palmolive (CL) stake by 3.2% in Q2 2026, buying an estimated $131K and bringing the position to 48,067 shares worth $4.41M. The position accounts for 0.04% of the portfolio, ranked #469.

Concurrent Investment Advisors first reported a position in CL in Q4 2023 and has held it in 11 quarters since. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Concurrent Investment Advisors held 48,067 shares of Colgate-Palmolive worth $4.41M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,498 Colgate-Palmolive shares in Q2 2026, an estimated $131K.
  • Colgate-Palmolive made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #469 holding.
  • Concurrent Investment Advisors first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 11 quarters since.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.