Financial Gravity Asset Management’s Colgate-Palmolive CL Stock Holding History

Financial Gravity Asset Management’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	$2.6M	Buy	30,487 +729	+2%	+$65K	0.46%	49
2025 Q4	$2.35M	Buy	29,758 +2,940	+11%	+$231K	0.45%	57
2025 Q3	$2.14M	Buy	+26,818	New	+$2.29M	0.42%	57
2025 Q1	$2.17M	Buy	+23,118	New	+$2.07M	0.47%	55
2024 Q2	$2.24M	Buy	23,085 +1,260	+6%	+$116K	0.56%	46
2024 Q1	$1.74M	Hold	21,825	–	–	0.49%	50
2023 Q4	$1.74M	Buy	+21,825	New	+$1.64M	0.49%	50
2021 Q3	$538K	Sell	6,261 -7,188	-53%	-$571K	0.25%	74
2021 Q2	$1.17M	Buy	+13,449	New	+$1.1M	0.42%	61
2020 Q4	$563K	Buy	+6,606	New	+$546K	0.52%	50
2019 Q4	$69K	Buy	+9	New	+$614	0.05%	480
2019 Q3	–	Sell	-1	Closed	–	–	1225
2019 Q2	$0	Sell	1 -12	-92%	-$852	﹤0.01%	1279
2019 Q1	$1K	Buy	+13	New	+$840	﹤0.01%	1053
2018 Q3	$7K	Buy	122 +6	+5%	+$400	0.01%	648
2018 Q2	$8K	Sell	116 -5	-4%	-$327	0.01%	608
2018 Q1	$8K	Buy	+121	New	+$8.71K	0.01%	614

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Gravity Asset Management's CL Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Colgate-Palmolive (CL) stake by 2.4% in Q1 2026, buying an estimated $65K and bringing the position to 30,487 shares worth $2.6M. The position accounts for 0.46% of the portfolio, ranked #49.

Financial Gravity Asset Management first reported a position in CL in Q1 2018 and has held it in 16 quarters since. 1,964 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Financial Gravity Asset Management held 30,487 shares of Colgate-Palmolive worth $2.6M as of Q1 2026.
Financial Gravity Asset Management bought 729 Colgate-Palmolive shares in Q1 2026, an estimated $65K.
Colgate-Palmolive made up 0.46% of Financial Gravity Asset Management's portfolio in Q1 2026, its #49 holding.
Financial Gravity Asset Management first reported a position in Colgate-Palmolive in Q1 2018 and has held it in 16 quarters since.
1,964 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.