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Evoke Wealth’s Colgate-Palmolive CL Stock Holding History

Evoke Wealth’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 		$4.1M Sell
48,138
-4,717
-9% -$420K 0.07% 103
2025
Q4 		$4.18M Buy
52,855
+845
+2% +$66.3K 0.08% 106
2025
Q3 		$4.16M Sell
52,010
-1,997
-4% -$170K 0.08% 97
2025
Q2 		$4.91M Sell
54,007
-901
-2% -$82.3K 0.11% 83
2025
Q1 		$5.14M Sell
54,908
-4,281
-7% -$383K 0.13% 69
2024
Q4 		$5.38M Sell
59,189
-741
-1% -$70.7K 0.15% 70
2024
Q3 		$6.22M Buy
+59,930
New +$6.11M 0.17% 63
2024
Q2 		– Sell
-59,550
Closed -$5.36M – 152
2024
Q1 		$5.36M Buy
+59,550
New +$5.05M 0.16% 67
2023
Q4 		– Sell
-60,191
Closed -$4.28M – 139
2023
Q3 		$4.28M Sell
60,191
-731
-1% -$54.7K 0.15% 74
2023
Q2 		$4.69M Sell
60,922
-5,024
-8% -$389K 0.16% 64
2023
Q1 		$4.96M Sell
65,946
-3,431
-5% -$255K 0.18% 58
2022
Q4 		$5.47M Sell
69,377
-142
-0.2% -$10.6K 0.2% 56
2022
Q3 		$4.88M Sell
69,519
-751
-1% -$58.9K 0.2% 55
2022
Q2 		$5.63M Sell
70,270
-1,359
-2% -$106K 0.21% 57
2022
Q1 		$5.43M Sell
71,629
-379
-0.5% -$30K 0.18% 66
2021
Q4 		$6.14M Sell
72,008
-183
-0.3% -$14.3K 0.19% 69
2021
Q3 		$5.46M Sell
72,191
-563
-0.8% -$44.7K 0.21% 63
2021
Q2 		$5.92M Buy
72,754
+2,970
+4% +$243K 0.22% 60
2021
Q1 		$5.5M Buy
69,784
+69,536
+28,039% +$5.45M 0.25% 56
2020
Q4 		$21K Buy
248
+3
+1% +$248 ﹤0.01% 495
2020
Q3 		$19K Sell
245
-9
-4% -$686 ﹤0.01% 484
2020
Q2 		$19K Sell
254
-59
-19% -$4.19K ﹤0.01% 471
2020
Q1 		$20.8K Sell
313
-318
-50% -$22.4K ﹤0.01% 434
2019
Q4 		$43.4K Buy
631
+135
+27% +$9.2K 0.01% 445
2019
Q3 		$36.5K Buy
+496
New +$36K ﹤0.01% 522

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

Evoke Wealth's CL Position: Q1 2026 in Review

Evoke Wealth reduced its Colgate-Palmolive (CL) stake by 8.9% in Q1 2026, selling an estimated $420K and leaving 48,138 shares worth $4.1M. The position accounts for 0.07% of the portfolio, ranked #103.

Evoke Wealth first reported a position in CL in Q3 2019 and has held it in 25 quarters since. The position peaked at $6.22M in Q3 2024. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Evoke Wealth held 48,138 shares of Colgate-Palmolive worth $4.1M as of Q1 2026.
  • Evoke Wealth sold 4,717 Colgate-Palmolive shares in Q1 2026, an estimated $420K.
  • Colgate-Palmolive made up 0.07% of Evoke Wealth's portfolio in Q1 2026, its #103 holding.
  • Evoke Wealth first reported a position in Colgate-Palmolive in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's Colgate-Palmolive position peaked at $6.22M in Q3 2024.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.