Evelyn Partners Asset Management’s Colgate-Palmolive CL Stock Holding History

Evelyn Partners 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	$106K	Sell	1,246 -23,621	-95%	-$2.11M	0.03%	133
2025 Q4	$1.96M	Sell	24,867 -2,301	-8%	-$180K	0.46%	53
2025 Q3	$2.17M	Sell	27,168 -421	-2%	-$35.9K	0.49%	47
2025 Q2	$2.51M	Sell	27,589 -347	-1%	-$31.7K	0.64%	41
2025 Q1	$2.62M	Buy	27,936 +266	+1%	+$23.8K	0.73%	39
2024 Q4	$2.52M	Buy	+27,670	New	+$2.64M	0.68%	42

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

Evelyn Partners Asset Management's CL Position: Q1 2026 in Review

Evelyn Partners Asset Management reduced its Colgate-Palmolive (CL) stake by 95% in Q1 2026, selling an estimated $2.11M and leaving 1,246 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #133.

Evelyn Partners Asset Management first reported a position in CL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.62M in Q1 2025. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Evelyn Partners Asset Management held 1,246 shares of Colgate-Palmolive worth $106K as of Q1 2026.
Evelyn Partners Asset Management sold 23,621 Colgate-Palmolive shares in Q1 2026, an estimated $2.11M.
Colgate-Palmolive made up 0.03% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #133 holding.
Evelyn Partners Asset Management first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's Colgate-Palmolive position peaked at $2.62M in Q1 2025.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.