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Evanson Asset Management’s Colgate-Palmolive CL Stock Holding History

Evanson Asset Management’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 		$253K Hold
2,968
– – 0.01% 283
2025
Q4 		$235K Hold
2,968
– – 0.01% 305
2025
Q3 		$237K Hold
2,968
– – 0.01% 294
2025
Q2 		$270K Hold
2,968
– – 0.02% 278
2025
Q1 		$278K Sell
2,968
-6,184
-68% -$554K 0.02% 250
2024
Q4 		$832K Buy
9,152
+5
+0.1% +$477 0.06% 135
2024
Q3 		$950K Buy
9,147
+4
+0% +$408 0.07% 124
2024
Q2 		$887K Buy
9,143
+545
+6% +$50.3K 0.07% 126
2024
Q1 		$774K Buy
8,598
+32
+0.4% +$2.71K 0.06% 134
2023
Q4 		$683K Buy
8,566
+5
+0.1% +$376 0.06% 136
2023
Q3 		$609K Buy
8,561
+6
+0.1% +$449 0.06% 139
2023
Q2 		$659K Buy
8,555
+5
+0.1% +$387 0.06% 133
2023
Q1 		$643K Buy
8,550
+105
+1% +$7.81K 0.06% 130
2022
Q4 		$665K Sell
8,445
-253
-3% -$19K 0.07% 123
2022
Q3 		$611K Buy
8,698
+5
+0.1% +$392 0.07% 129
2022
Q2 		$697K Sell
8,693
-1,323
-13% -$103K 0.08% 118
2022
Q1 		$760K Buy
10,016
+12
+0.1% +$951 0.07% 123
2021
Q4 		$854K Buy
10,004
+12
+0.1% +$937 0.08% 114
2021
Q3 		$812K Buy
9,992
+12
+0.1% +$953 0.08% 121
2021
Q2 		$812K Buy
9,980
+11
+0.1% +$899 0.08% 118
2021
Q1 		$786K Sell
9,969
-818
-8% -$64.1K 0.12% 112
2020
Q4 		$922K Buy
10,787
+681
+7% +$56.3K 0.15% 94
2020
Q3 		$780K Buy
10,106
+11
+0.1% +$839 0.14% 89
2020
Q2 		$740K Buy
10,095
+13
+0.1% +$923 0.15% 90
2020
Q1 		$669K Buy
10,082
+12
+0.1% +$846 0.16% 84
2019
Q4 		$693K Buy
10,070
+13
+0.1% +$886 0.14% 93
2019
Q3 		$739K Sell
10,057
-9
-0.1% -$653 0.15% 88
2019
Q2 		$721K Buy
10,066
+12
+0.1% +$852 0.15% 90
2019
Q1 		$689K Sell
10,054
-138
-1% -$8.91K 0.14% 93
2018
Q4 		$607K Sell
10,192
-287
-3% -$18K 0.14% 95
2018
Q3 		$702K Sell
10,479
-4,287
-29% -$286K 0.14% 90
2018
Q2 		$957K Buy
14,766
+3,113
+27% +$204K 0.19% 74
2018
Q1 		$835K Buy
11,653
+11
+0.1% +$792 0.17% 84
2017
Q4 		$878K Sell
11,642
-23
-0.2% -$1.68K 0.18% 84
2017
Q3 		$850K Buy
11,665
+461
+4% +$33.2K 0.18% 82
2017
Q2 		$831K Sell
11,204
-665
-6% -$49.4K 0.19% 82
2017
Q1 		$869K Buy
11,869
+32
+0.3% +$2.24K 0.21% 79
2016
Q4 		$775K Buy
11,837
+11
+0.1% +$754 0.22% 83
2016
Q3 		$877K Sell
11,826
-40
-0.3% -$2.96K 0.25% 69
2016
Q2 		$869K Buy
11,866
+60
+0.5% +$4.27K 0.26% 68
2016
Q1 		$834K Buy
11,806
+11
+0.1% +$732 0.29% 70
2015
Q4 		$786K Sell
11,795
-77
-0.6% -$5.12K 0.29% 68
2015
Q3 		$753K Sell
11,872
-309
-3% -$20.2K 0.28% 75
2015
Q2 		$797K Buy
12,181
+330
+3% +$22.4K 0.28% 80
2015
Q1 		$822K Buy
11,851
+9
+0.1% +$622 0.29% 76
2014
Q4 		$819K Buy
11,842
+10
+0.1% +$675 0.3% 71
2014
Q3 		$772K Buy
11,832
+10
+0.1% +$660 0.31% 69
2014
Q2 		$806K Buy
11,822
+10
+0.1% +$670 0.31% 74
2014
Q1 		$766K Buy
11,812
+10
+0.1% +$630 0.34% 71
2013
Q4 		$770K Buy
+11,802
New +$755K 0.34% 68

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

Evanson Asset Management's CL Position: Q1 2026 in Review

Evanson Asset Management held its Colgate-Palmolive (CL) position steady in Q1 2026 at 2,968 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #283.

Evanson Asset Management first reported a position in CL in Q4 2013 and has held it in 50 quarters since. The position peaked at $957K in Q2 2018. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Evanson Asset Management held 2,968 shares of Colgate-Palmolive worth $253K as of Q1 2026.
  • Evanson Asset Management left its Colgate-Palmolive share count unchanged in Q1 2026.
  • Colgate-Palmolive made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #283 holding.
  • Evanson Asset Management first reported a position in Colgate-Palmolive in Q4 2013 and has held it in 50 quarters since.
  • Evanson Asset Management's Colgate-Palmolive position peaked at $957K in Q2 2018.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.