Fiduciary Alliance’s Colgate-Palmolive CL Stock Holding History

Fiduciary Alliance’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	$350K	Sell	3,813 -387	-9%	-$33.9K	0.02%	412
2026 Q1	$351K	Sell	4,200 -3,466	-45%	-$309K	0.02%	423
2025 Q4	$606K	Sell	7,666 -1,288	-14%	-$101K	0.04%	313
2025 Q3	$716K	Sell	8,954 -36,005	-80%	-$3.07M	0.05%	281
2025 Q2	$4.09M	Sell	44,959 -3,951	-8%	-$361K	0.3%	78
2025 Q1	$4.58M	Buy	48,910 +4,181	+9%	+$374K	0.45%	59
2024 Q4	$4.07M	Buy	+44,729	New	+$4.27M	0.41%	62
2023 Q3	–	Sell	-13	Closed	-$969	–	295
2023 Q2	$969	Buy	+13	New	+$1.01K	﹤0.01%	865
2023 Q1	–	Sell	-12	Closed	-$979	–	271
2022 Q4	$979	Buy	+12	New	+$900	﹤0.01%	782

Other funds holding CL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fiduciary Alliance's CL Position: Q2 2026 in Review

Fiduciary Alliance reduced its Colgate-Palmolive (CL) stake by 9.2% in Q2 2026, selling an estimated $33.9K and leaving 3,813 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #412.

Fiduciary Alliance first reported a position in CL in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.58M in Q1 2025. 2,011 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Fiduciary Alliance held 3,813 shares of Colgate-Palmolive worth $350K as of Q2 2026.
Fiduciary Alliance sold 387 Colgate-Palmolive shares in Q2 2026, an estimated $33.9K.
Colgate-Palmolive made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #412 holding.
Fiduciary Alliance first reported a position in Colgate-Palmolive in Q4 2022 and has held it in 9 quarters since.
Fiduciary Alliance's Colgate-Palmolive position peaked at $4.58M in Q1 2025.
2,011 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.