Essex Financial Services’s Colgate-Palmolive CL Stock Holding History

Essex Financial Services’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	$1.19M	Sell	13,997 -313	-2%	-$27.9K	0.07%	251
2025 Q4	$1.13M	Buy	14,310 +659	+5%	+$51.7K	0.06%	253
2025 Q3	$1.09M	Sell	13,651 -614	-4%	-$52.4K	0.07%	245
2025 Q2	$1.3M	Sell	14,265 -4,157	-23%	-$379K	0.09%	206
2025 Q1	$1.73M	Buy	18,422 +288	+2%	+$25.8K	0.12%	160
2024 Q4	$1.65M	Buy	18,134 +52	+0.3%	+$4.96K	0.12%	163
2024 Q3	$1.8M	Sell	18,082 -5,083	-22%	-$518K	0.13%	148
2024 Q2	$2.38M	Buy	23,165 +10,380	+81%	+$958K	0.18%	112
2024 Q1	$1.15M	Sell	12,785 -678	-5%	-$57.4K	0.11%	184
2023 Q4	$1.07M	Buy	13,463 +14	+0.1%	+$1.05K	0.11%	177
2023 Q3	$956K	Sell	13,449 -30	-0.2%	-$2.24K	0.11%	180
2023 Q2	$1.04M	Buy	13,479 +593	+5%	+$45.9K	0.12%	170
2023 Q1	$968K	Buy	12,886 +239	+2%	+$17.8K	0.1%	184
2022 Q4	$996K	Sell	12,647 -877	-6%	-$65.8K	0.11%	183
2022 Q3	$950K	Buy	13,524 +3	+0%	+$235	0.11%	171
2022 Q2	$1.08M	Buy	13,521 +107	+0.8%	+$8.37K	0.12%	168
2022 Q1	$1.02M	Buy	13,414 +3,741	+39%	+$296K	0.1%	199
2021 Q4	$826K	Buy	9,673 +27	+0.3%	+$2.11K	0.08%	222
2021 Q3	$729K	Sell	9,646 -249	-3%	-$19.8K	0.08%	226
2021 Q2	$780K	Hold	9,895	–	–	0.11%	186
2021 Q1	$780K	Buy	9,895 +1,775	+22%	+$139K	0.14%	156
2020 Q4	$694K	Sell	8,120 -2,516	-24%	-$208K	0.14%	152
2020 Q3	$821K	Buy	10,636 +7,382	+227%	+$563K	0.2%	114
2020 Q2	$238K	Sell	3,254 -3,212	-50%	-$228K	0.07%	221
2020 Q1	$429K	Sell	6,466 -973	-13%	-$68.6K	0.15%	139
2019 Q4	$512K	Buy	7,439 +30	+0.4%	+$2.04K	0.14%	146
2019 Q3	$545K	Sell	7,409 -1,384	-16%	-$100K	0.18%	129
2019 Q2	$630K	Buy	8,793 +28	+0.3%	+$1.99K	0.19%	115
2019 Q1	$601K	Sell	8,765 -12	-0.1%	-$775	0.18%	118
2018 Q4	$522K	Sell	8,777 -154	-2%	-$9.63K	0.16%	127
2018 Q3	$598K	Sell	8,931 -1,124	-11%	-$74.9K	0.13%	141
2018 Q2	$652K	Sell	10,055 -84	-0.8%	-$5.5K	0.16%	133
2018 Q1	$727K	Sell	10,139 -76	-0.7%	-$5.47K	0.14%	153
2017 Q4	$771K	Sell	10,215 -150	-1%	-$11K	0.18%	111
2017 Q3	$755K	Buy	10,365 +12	+0.1%	+$865	0.19%	116
2017 Q2	$767K	Sell	10,353 -11,162	-52%	-$829K	0.16%	137
2017 Q1	$1.57M	Hold	21,515	–	–	0.36%	69
2016 Q4	$1.41M	Sell	21,515 -96	-0.4%	-$6.58K	0.3%	80
2016 Q3	$1.6M	Hold	21,611	–	–	0.38%	70
2016 Q2	$1.58M	Sell	21,611 -1,025	-5%	-$73K	0.38%	70
2016 Q1	$1.6M	Sell	22,636 -80	-0.4%	-$5.32K	0.4%	66
2015 Q4	$1.51M	Sell	22,716 -655	-3%	-$43.6K	0.36%	72
2015 Q3	$1.48M	Hold	23,371	–	–	0.39%	69
2015 Q2	$1.53M	Sell	23,371 -4	-0%	-$271	0.39%	68
2015 Q1	$1.62M	Buy	23,375 +300	+1%	+$20.7K	0.42%	61
2014 Q4	$1.6M	Hold	23,075	–	–	0.42%	63
2014 Q3	$1.5M	Hold	23,075	–	–	0.45%	56
2014 Q2	$1.57M	Sell	23,075 -270	-1%	-$18.1K	0.47%	52
2014 Q1	$1.51M	Hold	23,345	–	–	0.49%	49
2013 Q4	$1.52M	Buy	23,345 +4,737	+25%	+$303K	0.51%	47
2013 Q3	$1.1K	Sell	18,608 -7,838	-30%	-$464K	0.35%	58
2013 Q2	$1.51M	Buy	+26,446	New	+$1.57M	0.53%	41

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

Essex Financial Services's CL Position: Q1 2026 in Review

Essex Financial Services reduced its Colgate-Palmolive (CL) stake by 2.2% in Q1 2026, selling an estimated $27.9K and leaving 13,997 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #251.

Essex Financial Services first reported a position in CL in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.38M in Q2 2024. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Essex Financial Services held 13,997 shares of Colgate-Palmolive worth $1.19M as of Q1 2026.
Essex Financial Services sold 313 Colgate-Palmolive shares in Q1 2026, an estimated $27.9K.
Colgate-Palmolive made up 0.07% of Essex Financial Services's portfolio in Q1 2026, its #251 holding.
Essex Financial Services first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 52 quarters since.
Essex Financial Services's Colgate-Palmolive position peaked at $2.38M in Q2 2024.
1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.