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

Delta 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	$387K	Buy	4,547 +2	+0%	+$178	0.1%	122
2025 Q4	$359K	Buy	4,545 +1	+0%	+$78	0.09%	124
2025 Q3	$363K	Buy	4,544 +1	+0%	+$85	0.1%	120
2025 Q2	$413K	Buy	4,543 +1	+0%	+$91	0.15%	91
2025 Q1	$426K	Buy	4,542 +1	+0%	+$90	0.16%	88
2024 Q4	$413K	Buy	4,541 +1	+0%	+$95	0.15%	88
2024 Q3	$471K	Buy	4,540 +1	+0%	+$102	0.17%	91
2024 Q2	$440K	Buy	4,539 +1	+0%	+$92	0.17%	92
2024 Q1	$409K	Sell	4,538 -299	-6%	-$25.3K	0.16%	95
2023 Q4	$386K	Sell	4,837 -79	-2%	-$5.94K	0.17%	94
2023 Q3	$350K	Buy	4,916 +1	+0%	+$75	0.16%	103
2023 Q2	$379K	Buy	4,915 +1	+0%	+$77	0.17%	100
2023 Q1	$369K	Buy	4,914 +2	+0%	+$149	0.18%	93
2022 Q4	$387K	Buy	4,912 +1	+0%	+$75	0.19%	96
2022 Q3	$345K	Buy	4,911 +1	+0%	+$78	0.18%	96
2022 Q2	$394K	Buy	4,910 +1	+0%	+$78	0.2%	95
2022 Q1	$372K	Buy	4,909 +1	+0%	+$79	0.16%	105
2021 Q4	$419K	Buy	4,908 +1	+0%	+$78	0.17%	102
2021 Q3	$371K	Buy	4,907 +1	+0%	+$79	0.17%	99
2021 Q2	$399K	Sell	4,906 -79	-2%	-$6.46K	0.18%	99
2021 Q1	$393K	Buy	4,985 +1	+0%	+$78	0.18%	98
2020 Q4	$426K	Hold	4,984	–	–	0.21%	96
2020 Q3	$384K	Buy	4,984 +2	+0%	+$152	0.21%	94
2020 Q2	$365K	Hold	4,982	–	–	0.21%	94
2020 Q1	$331K	Sell	4,982 -8,444	-63%	-$596K	0.23%	88
2019 Q4	$924K	Sell	13,426 -70	-0.5%	-$4.77K	0.36%	79
2019 Q3	$992K	Sell	13,496 -142	-1%	-$10.3K	0.4%	81
2019 Q2	$977K	Buy	+13,638	New	+$968K	0.4%	79

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

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

Delta Financial Advisors increased its Colgate-Palmolive (CL) stake by 0.04% in Q1 2026, buying an estimated $178 and bringing the position to 4,547 shares worth $387K. The position accounts for 0.1% of the portfolio, ranked #122.

Delta Financial Advisors first reported a position in CL in Q2 2019 and has held it in 28 quarters since. The position peaked at $992K in Q3 2019. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Delta Financial Advisors held 4,547 shares of Colgate-Palmolive worth $387K as of Q1 2026.
Delta Financial Advisors bought 2 Colgate-Palmolive shares in Q1 2026, an estimated $178.
Colgate-Palmolive made up 0.1% of Delta Financial Advisors's portfolio in Q1 2026, its #122 holding.
Delta Financial Advisors first reported a position in Colgate-Palmolive in Q2 2019 and has held it in 28 quarters since.
Delta Financial Advisors's Colgate-Palmolive position peaked at $992K in Q3 2019.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.