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Forum Financial Management’s Colgate-Palmolive CL Stock Holding History

Forum Financial 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 		– Sell
-5,825
Closed -$460K – 461
2025
Q4 		$460K Buy
5,825
+532
+10% +$41.7K 0.01% 517
2025
Q3 		$423K Buy
5,293
+238
+5% +$20.3K 0.01% 538
2025
Q2 		$460K Buy
5,055
+211
+4% +$19.3K 0.01% 449
2025
Q1 		$454K Sell
4,844
-669
-12% -$59.9K 0.01% 409
2024
Q4 		$501K Buy
5,513
+1,088
+25% +$104K 0.01% 379
2024
Q3 		$459K Buy
4,425
+16
+0.4% +$1.63K 0.01% 358
2024
Q2 		$428K Hold
4,409
– – 0.01% 351
2024
Q1 		$397K Hold
4,409
– – 0.01% 402
2023
Q4 		$351K Hold
4,409
– – 0.01% 393
2023
Q3 		$314K Sell
4,409
-1,101
-20% -$82.3K 0.01% 412
2023
Q2 		$424K Buy
5,510
+2,662
+93% +$206K 0.01% 325
2023
Q1 		$214K Buy
2,848
+7
+0.2% +$521 0.01% 536
2022
Q4 		$224K Hold
2,841
– – 0.01% 510
2022
Q3 		$200K Sell
2,841
-36
-1% -$2.82K 0.01% 498
2022
Q2 		$231K Sell
2,877
-719
-20% -$56.2K 0.01% 455
2022
Q1 		$272K Buy
3,596
+147
+4% +$11.6K 0.01% 444
2021
Q4 		$294K Buy
+3,449
New +$269K 0.02% 432

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
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 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

Forum Financial Management's CL Position: Q1 2026 in Review

Forum Financial Management sold out of Colgate-Palmolive (CL) in Q1 2026, closing a stake of 5,825 shares — an estimated $460K sold.

Forum Financial Management first reported a position in CL in Q4 2021 and held it in 17 quarters. The position peaked at $501K in Q4 2024. 1,959 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Forum Financial Management reported no remaining Colgate-Palmolive position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,825 Colgate-Palmolive shares in Q1 2026, an estimated $460K.
  • Forum Financial Management first reported a position in Colgate-Palmolive in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Colgate-Palmolive position peaked at $501K in Q4 2024.
  • 1,959 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.