EFA
CL icon

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
Q2 		$258K Buy
2,817
+389
+16% +$34K 0.05% 166
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evernest Financial Advisors's CL Position: Q2 2026 in Review

Evernest Financial Advisors increased its Colgate-Palmolive (CL) stake by 16% in Q2 2026, buying an estimated $34K and bringing the position to 2,817 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #166.

Evernest Financial Advisors first reported a position in CL in Q4 2021 and has held it in 12 quarters since. The position peaked at $336K in Q2 2025. 2,025 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Evernest Financial Advisors held 2,817 shares of Colgate-Palmolive worth $258K as of Q2 2026.
  • Evernest Financial Advisors bought 389 Colgate-Palmolive shares in Q2 2026, an estimated $34K.
  • Colgate-Palmolive made up 0.05% of Evernest Financial Advisors's portfolio in Q2 2026, its #166 holding.
  • Evernest Financial Advisors first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 12 quarters since.
  • Evernest Financial Advisors's Colgate-Palmolive position peaked at $336K in Q2 2025.
  • 2,025 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.