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Evernest Financial Advisors’s Colgate-Palmolive CL Stock Holding History

Evernest Financial Advisors’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 		$204K Buy
2,428
+300
+14% +$26.7K 0.04% 173
2025
Q4 		$200K Sell
2,128
-1,417
-40% -$111K 0.04% 176
2025
Q3 		$283K Sell
3,545
-151
-4% -$12.9K 0.08% 155
2025
Q2 		$336K Buy
3,696
+727
+24% +$66.4K 0.11% 132
2025
Q1 		$278K Buy
2,969
+277
+10% +$24.8K 0.1% 132
2024
Q4 		$245K Sell
2,692
-68
-2% -$6.49K 0.06% 144
2024
Q3 		$286K Sell
2,760
-225
-8% -$22.9K 0.08% 132
2024
Q2 		$290K Buy
2,985
+115
+4% +$10.6K 0.13% 110
2024
Q1 		$250K Sell
2,870
-185
-6% -$15.7K 0.12% 115
2023
Q4 		$244K Buy
+3,055
New +$230K 0.12% 116
2021
Q4 		$239K Buy
+2,861
New +$223K 0.12% 111

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

Evernest Financial Advisors's CL Position: Q1 2026 in Review

Evernest Financial Advisors increased its Colgate-Palmolive (CL) stake by 14% in Q1 2026, buying an estimated $26.7K and bringing the position to 2,428 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #173.

Evernest Financial Advisors first reported a position in CL in Q4 2021 and has held it in 11 quarters since. The position peaked at $336K in Q2 2025. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Evernest Financial Advisors held 2,428 shares of Colgate-Palmolive worth $204K as of Q1 2026.
  • Evernest Financial Advisors bought 300 Colgate-Palmolive shares in Q1 2026, an estimated $26.7K.
  • Colgate-Palmolive made up 0.04% of Evernest Financial Advisors's portfolio in Q1 2026, its #173 holding.
  • Evernest Financial Advisors first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 11 quarters since.
  • Evernest Financial Advisors's Colgate-Palmolive position peaked at $336K in Q2 2025.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.