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

Evelyn Partners Investment Management 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 		$888K Sell
10,418
-79,794
-88% -$7.11M 0.1% 91
2025
Q4 		$7.13M Sell
90,212
-1,185
-1% -$92.9K 0.89% 33
2025
Q3 		$7.31M Buy
91,397
+3,690
+4% +$315K 0.98% 29
2025
Q2 		$7.97M Buy
87,707
+3,378
+4% +$308K 1.2% 27
2025
Q1 		$7.9M Buy
84,329
+4,181
+5% +$374K 1.3% 29
2024
Q4 		$7.29M Buy
+80,148
New +$7.65M 1.27% 27

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

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

Evelyn Partners Investment Management Services reduced its Colgate-Palmolive (CL) stake by 88% in Q1 2026, selling an estimated $7.11M and leaving 10,418 shares worth $888K. The position accounts for 0.1% of the portfolio, ranked #91.

Evelyn Partners Investment Management Services first reported a position in CL in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.97M in Q2 2025. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Evelyn Partners Investment Management Services held 10,418 shares of Colgate-Palmolive worth $888K as of Q1 2026.
  • Evelyn Partners Investment Management Services sold 79,794 Colgate-Palmolive shares in Q1 2026, an estimated $7.11M.
  • Colgate-Palmolive made up 0.1% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #91 holding.
  • Evelyn Partners Investment Management Services first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Colgate-Palmolive position peaked at $7.97M in Q2 2025.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

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