Estate Planners Group’s Colgate-Palmolive CL Stock Holding History

Estate Planners Group’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	–	Sell	-245	Closed	-$19.3K	–	130
2025 Q4	$19.3K	Buy	+245	New	+$19.2K	0.01%	216

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

Estate Planners Group's CL Position: Q1 2026 in Review

Estate Planners Group sold out of Colgate-Palmolive (CL) in Q1 2026, closing a stake of 245 shares — an estimated $19.3K sold.

Estate Planners Group first reported a position in CL in Q4 2025 and held it in 1 quarter. The position peaked at $19.3K in Q4 2025. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Estate Planners Group reported no remaining Colgate-Palmolive position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 245 Colgate-Palmolive shares in Q1 2026, an estimated $19.3K.
Estate Planners Group first reported a position in Colgate-Palmolive in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Colgate-Palmolive position peaked at $19.3K in Q4 2025.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.