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CWS Financial Advisors’s Colgate-Palmolive CL Stock Holding History

CWS Financial 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 		$477K Sell
5,597
-711
-11% -$63.4K 0.12% 100
2025
Q4 		$498K Buy
6,308
+1,555
+33% +$122K 0.14% 92
2025
Q3 		$380K Sell
4,753
-762
-14% -$65K 0.11% 104
2025
Q2 		$501K Buy
5,515
+926
+20% +$84.5K 0.15% 82
2025
Q1 		$430K Buy
4,589
+400
+10% +$35.8K 0.14% 85
2024
Q4 		$381K Buy
4,189
+994
+31% +$94.9K 0.12% 91
2024
Q3 		$332K Buy
3,195
+329
+11% +$33.5K 0.12% 90
2024
Q2 		$278K Buy
2,866
+24
+0.8% +$2.21K 0.11% 89
2024
Q1 		$256K Sell
2,842
-6,966
-71% -$590K 0.1% 96
2023
Q4 		$782K Sell
9,808
-1,214
-11% -$91.3K 0.29% 51
2023
Q3 		$784K Sell
11,022
-210
-2% -$15.7K 0.31% 52
2023
Q2 		$865K Sell
11,232
-57
-0.5% -$4.41K 0.33% 49
2023
Q1 		$848K Sell
11,289
-353
-3% -$26.2K 0.34% 45
2022
Q4 		$918K Buy
11,642
+594
+5% +$44.5K 0.4% 42
2022
Q3 		$776K Sell
11,048
-14
-0.1% -$1.1K 0.37% 46
2022
Q2 		$887K Sell
11,062
-667
-6% -$52.2K 0.41% 37
2022
Q1 		$889K Sell
11,729
-5
-0% -$396 0.34% 50
2021
Q4 		$1M Buy
+11,734
New +$916K 0.35% 44
2021
Q2 		$956K Buy
11,751
+109
+0.9% +$8.91K 0.38% 41
2021
Q1 		$918K Buy
11,642
+76
+0.7% +$5.96K 0.4% 42
2020
Q4 		$989K Sell
11,566
-13
-0.1% -$1.07K 0.58% 27
2020
Q3 		$893K Sell
11,579
-112
-1% -$8.54K 0.59% 27
2020
Q2 		$856K Buy
11,691
+2,171
+23% +$154K 0.62% 25
2020
Q1 		$655K Hold
9,520
– – 0.48% 37
2019
Q4 		$655K Buy
+9,520
New +$649K 0.48% 38

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

CWS Financial Advisors's CL Position: Q1 2026 in Review

CWS Financial Advisors reduced its Colgate-Palmolive (CL) stake by 11% in Q1 2026, selling an estimated $63.4K and leaving 5,597 shares worth $477K. The position accounts for 0.12% of the portfolio, ranked #100.

CWS Financial Advisors first reported a position in CL in Q4 2019 and has held it in 25 quarters since. The position peaked at $1M in Q4 2021. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • CWS Financial Advisors held 5,597 shares of Colgate-Palmolive worth $477K as of Q1 2026.
  • CWS Financial Advisors sold 711 Colgate-Palmolive shares in Q1 2026, an estimated $63.4K.
  • Colgate-Palmolive made up 0.12% of CWS Financial Advisors's portfolio in Q1 2026, its #100 holding.
  • CWS Financial Advisors first reported a position in Colgate-Palmolive in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's Colgate-Palmolive position peaked at $1M in Q4 2021.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.