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 Q2	$417K	Buy	4,548 +1	+0%	+$87	0.1%	121
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Delta Financial Advisors's CL Position: Q2 2026 in Review

Delta Financial Advisors increased its Colgate-Palmolive (CL) stake by 0.02% in Q2 2026, buying an estimated $87 and bringing the position to 4,548 shares worth $417K. The position accounts for 0.1% of the portfolio, ranked #121.

Delta Financial Advisors first reported a position in CL in Q2 2019 and has held it in 29 quarters since. The position peaked at $992K in Q3 2019. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Delta Financial Advisors held 4,548 shares of Colgate-Palmolive worth $417K as of Q2 2026.
Delta Financial Advisors bought 1 Colgate-Palmolive share in Q2 2026, an estimated $87.
Colgate-Palmolive made up 0.1% of Delta Financial Advisors's portfolio in Q2 2026, its #121 holding.
Delta Financial Advisors first reported a position in Colgate-Palmolive in Q2 2019 and has held it in 29 quarters since.
Delta Financial Advisors's Colgate-Palmolive position peaked at $992K in Q3 2019.
2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.