Forvis Mazars Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Forvis Mazars Wealth Advisors’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	$1.44M	Sell	16,882 -160	-0.9%	-$14.3K	0.03%	180
2025 Q4	$1.35M	Sell	17,042 -861	-5%	-$67.5K	0.03%	183
2025 Q3	$1.43M	Sell	17,903 -555	-3%	-$47.3K	0.03%	179
2025 Q2	$1.68M	Sell	18,458 -78	-0.4%	-$7.12K	0.04%	170
2025 Q1	$1.74M	Sell	18,536 -258	-1%	-$23.1K	0.04%	165
2024 Q4	$1.71M	Buy	18,794 +108	+0.6%	+$10.3K	0.04%	171
2024 Q3	$1.94M	Buy	18,686 +255	+1%	+$26K	0.04%	168
2024 Q2	$1.79M	Sell	18,431 -135	-0.7%	-$12.5K	0.04%	170
2024 Q1	$1.67M	Sell	18,566 -1,163	-6%	-$98.5K	0.04%	175
2023 Q4	$1.57M	Sell	19,729 -1,517	-7%	-$114K	0.04%	173
2023 Q3	$1.51M	Sell	21,246 -197	-0.9%	-$14.7K	0.05%	175
2023 Q2	$1.65M	Buy	21,443 +3,319	+18%	+$257K	0.05%	177
2023 Q1	$1.36M	Buy	18,124 +1	+0%	+$74	0.04%	179
2022 Q4	$1.43M	Sell	18,123 -835	-4%	-$62.6K	0.05%	174
2022 Q3	$1.33M	Sell	18,958 -438	-2%	-$34.3K	0.05%	173
2022 Q2	$1.55M	Sell	19,396 -537	-3%	-$42K	0.06%	149
2022 Q1	$1.51M	Sell	19,933 -195	-1%	-$15.4K	0.06%	128
2021 Q4	$1.72M	Sell	20,128 -1,531	-7%	-$120K	0.07%	114
2021 Q3	$1.64M	Sell	21,659 -466	-2%	-$37K	0.08%	109
2021 Q2	$1.8M	Sell	22,125 -1,987	-8%	-$162K	0.08%	100
2021 Q1	$1.9M	Sell	24,112 -4,916	-17%	-$385K	0.09%	97
2020 Q4	$2.48M	Buy	29,028 +485	+2%	+$40.1K	0.12%	87
2020 Q3	$2.2M	Sell	28,543 -440	-2%	-$33.5K	0.13%	84
2020 Q2	$2.12M	Sell	28,983 -7,304	-20%	-$519K	0.14%	80
2020 Q1	$2.41M	Sell	36,287 -1,708	-4%	-$120K	0.2%	54
2019 Q4	$2.62M	Sell	37,995 -1,234	-3%	-$84.1K	0.19%	68
2019 Q3	$2.88M	Sell	39,229 -502	-1%	-$36.4K	0.23%	59
2019 Q2	$2.85M	Sell	39,731 -937	-2%	-$66.5K	0.23%	60
2019 Q1	$2.79M	Buy	40,668 +6,699	+20%	+$433K	0.23%	63
2018 Q4	$2.02M	Sell	33,969 -5,723	-14%	-$358K	0.21%	59
2018 Q3	$2.66M	Sell	39,692 -350	-0.9%	-$23.3K	0.23%	55
2018 Q2	$2.6M	Sell	40,042 -9,358	-19%	-$612K	0.25%	58
2018 Q1	$3.54M	Buy	49,400 +3,275	+7%	+$236K	0.35%	40
2017 Q4	$3.48M	Buy	46,125 +2,551	+6%	+$186K	0.35%	39
2017 Q3	$3.17M	Buy	43,574 +1,700	+4%	+$123K	0.35%	36
2017 Q2	$3.1M	Buy	41,874 +633	+2%	+$47K	0.35%	40
2017 Q1	$3.02M	Buy	41,241 +919	+2%	+$64.3K	0.37%	36
2016 Q4	$2.64M	Buy	40,322 +2,097	+5%	+$144K	0.35%	43
2016 Q3	$2.83M	Buy	38,225 +791	+2%	+$58.5K	0.39%	38
2016 Q2	$2.74M	Sell	37,434 -557	-1%	-$39.7K	0.41%	37
2016 Q1	$2.68M	Buy	37,991 +6	+0%	+$399	0.43%	34
2015 Q4	$2.53M	Buy	37,985 +425	+1%	+$28.3K	0.38%	33
2015 Q3	$2.38M	Sell	37,560 -3,377	-8%	-$221K	0.42%	31
2015 Q2	$2.68M	Sell	40,937 -1,304	-3%	-$88.5K	0.4%	37
2015 Q1	$2.93M	Buy	42,241 +81	+0.2%	+$5.6K	0.42%	34
2014 Q4	$2.92M	Buy	42,160 +775	+2%	+$52.3K	0.48%	32
2014 Q3	$2.7M	Buy	41,385 +286	+0.7%	+$18.9K	0.47%	33
2014 Q2	$2.8M	Sell	41,099 -775	-2%	-$51.9K	0.48%	33
2014 Q1	$2.71M	Buy	41,874 +2,728	+7%	+$172K	0.48%	36
2013 Q4	$2.55M	Sell	39,146 -7,964	-17%	-$510K	0.47%	39
2013 Q3	$2.79M	Sell	47,110 -23	-0%	-$1.36K	0.57%	28
2013 Q2	$2.7M	Buy	+47,133	New	+$2.8M	2.14%	9

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

Forvis Mazars Wealth Advisors's CL Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Colgate-Palmolive (CL) stake by 0.94% in Q1 2026, selling an estimated $14.3K and leaving 16,882 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #180.

Forvis Mazars Wealth Advisors first reported a position in CL in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.54M in Q1 2018. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Forvis Mazars Wealth Advisors held 16,882 shares of Colgate-Palmolive worth $1.44M as of Q1 2026.
Forvis Mazars Wealth Advisors sold 160 Colgate-Palmolive shares in Q1 2026, an estimated $14.3K.
Colgate-Palmolive made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #180 holding.
Forvis Mazars Wealth Advisors first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 52 quarters since.
Forvis Mazars Wealth Advisors's Colgate-Palmolive position peaked at $3.54M in Q1 2018.
1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.