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	Sell	23,085 -20,873	-47%	-$1.93M	0.56%	46
2024 Q1	$3.73M	Sell	43,958 -258,934	-85%	-$21.9M	0.5%	50
2023 Q4	$70.7M	Buy	302,892 +21,825	+8%	+$1.64M	0.75%	56
2023 Q3	$68.9M	Buy	281,067 +269,096	+2,248%	+$20.1M	0.76%	55
2023 Q2	$922	Buy	11,971 +147	+1%	+$11.4K	﹤0.01%	829
2023 Q1	$893	Buy	11,824 +9,014	+321%	+$670K	0.03%	376
2022 Q4	$221	Sell	2,810 -44	-2%	-$3.3K	﹤0.01%	920
2022 Q3	$200	Sell	2,854 -6,815	-70%	-$534K	0.01%	551
2022 Q2	$772	Buy	9,669 +6,841	+242%	+$535K	0.02%	342
2022 Q1	$215	Sell	2,828 -5,892	-68%	-$467K	0.01%	559
2021 Q4	$8.85K	Buy	8,720 +2,459	+39%	+$192K	0.2%	143
2021 Q3	$538K	Sell	6,261 -7,188	-53%	-$571K	0.25%	74
2021 Q2	$1.17M	Buy	13,449 +1,581	+13%	+$129K	0.42%	61
2021 Q1	$9.37K	Buy	11,868 +5,262	+80%	+$412K	0.19%	96
2020 Q4	$563K	Buy	+6,606	New	+$546K	0.52%	50
2020 Q2	–	Sell	-1,544	Closed	-$561	–	157
2020 Q1	$561	Buy	1,544 +1,535	+17,056%	+$108K	﹤0.01%	543
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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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 26 quarters since. The position peaked at $70.7M in Q4 2023. 1,947 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 26 quarters since.
Financial Gravity Asset Management's Colgate-Palmolive position peaked at $70.7M in Q4 2023.
1,947 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.