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FRG Family Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

FRG Family 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 		$1.54M Sell
18,033
-390
-2% -$34.8K 0.25% 66
2025
Q4 		$1.46M Sell
18,423
-330
-2% -$25.9K 0.23% 70
2025
Q3 		$1.5M Hold
18,753
– – 0.24% 62
2025
Q2 		$1.7M Hold
18,753
– – 0.3% 52
2025
Q1 		$1.76M Sell
18,753
-1,030
-5% -$92.2K 0.34% 49
2024
Q4 		$1.8M Hold
19,783
– – 0.33% 51
2024
Q3 		$2.05M Hold
19,783
– – 0.37% 48
2024
Q2 		$2.03M Hold
19,783
– – 0.39% 47
2024
Q1 		$1.82M Hold
19,783
– – 0.36% 47
2023
Q4 		$1.58M Hold
19,783
– – 0.32% 54
2023
Q3 		$1.41M Sell
19,783
-460
-2% -$34.4K 0.32% 57
2023
Q2 		$1.56M Sell
20,243
-400
-2% -$31K 0.34% 53
2023
Q1 		$1.55M Sell
20,643
-740
-3% -$55K 0.35% 55
2022
Q4 		$1.68M Sell
21,383
-1,330
-6% -$99.7K 0.4% 50
2022
Q3 		$1.6M Hold
22,713
– – 0.39% 50
2022
Q2 		$1.82M Hold
22,713
– – 0.42% 45
2022
Q1 		$1.72M Hold
22,713
– – 0.34% 54
2021
Q4 		$1.94M Sell
22,713
-882
-4% -$68.9K 0.36% 50
2021
Q3 		$1.78M Sell
23,595
-1,028
-4% -$81.6K 0.35% 52
2021
Q2 		$2M Hold
24,623
– – 0.38% 50
2021
Q1 		$1.94M Hold
24,623
– – 0.4% 50
2020
Q4 		$2.11M Sell
24,623
-480
-2% -$39.7K 0.46% 47
2020
Q3 		$1.94M Buy
25,103
+258
+1% +$19.7K 0.47% 48
2020
Q2 		$1.82M Hold
24,845
– – 0.48% 45
2020
Q1 		$1.65M Hold
24,845
– – 0.5% 45
2019
Q4 		$1.71M Sell
24,845
-160
-0.6% -$10.9K 0.41% 54
2019
Q3 		$1.84M Sell
25,005
-1,610
-6% -$117K 0.47% 51
2019
Q2 		$1.91M Sell
26,615
-1,240
-4% -$88K 0.5% 51
2019
Q1 		$1.91M Sell
27,855
-560
-2% -$36.2K 0.54% 52
2018
Q4 		$1.69M Sell
28,415
-965
-3% -$60.4K 0.55% 52
2018
Q3 		$1.97M Hold
29,380
– – 0.54% 54
2018
Q2 		$1.9M Sell
29,380
-1,300
-4% -$85K 0.57% 51
2018
Q1 		$2.2M Buy
30,680
+200
+0.7% +$14.4K 0.73% 48
2017
Q4 		$2.3M Sell
30,480
-775
-2% -$56.6K 0.74% 48
2017
Q3 		$2.28M Buy
31,255
+215
+0.7% +$15.5K 0.79% 45
2017
Q2 		$2.3M Buy
31,040
+430
+1% +$31.9K 0.85% 43
2017
Q1 		$2.24M Buy
30,610
+1,235
+4% +$86.4K 0.87% 42
2016
Q4 		$1.92M Sell
29,375
-250
-0.8% -$17.1K 0.8% 46
2016
Q3 		$2.2M Hold
29,625
– – 0.99% 35
2016
Q2 		$2.17M Hold
29,625
– – 0.98% 35
2016
Q1 		$2.1M Hold
29,625
– – 1.02% 32
2015
Q4 		$1.97M Buy
+29,625
New +$1.97M 0.96% 36

Other funds holding CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

FRG Family Wealth Advisors's CL Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Colgate-Palmolive (CL) stake by 2.1% in Q1 2026, selling an estimated $34.8K and leaving 18,033 shares worth $1.54M. The position accounts for 0.25% of the portfolio, ranked #66.

FRG Family Wealth Advisors first reported a position in CL in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.3M in Q2 2017. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • FRG Family Wealth Advisors held 18,033 shares of Colgate-Palmolive worth $1.54M as of Q1 2026.
  • FRG Family Wealth Advisors sold 390 Colgate-Palmolive shares in Q1 2026, an estimated $34.8K.
  • Colgate-Palmolive made up 0.25% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #66 holding.
  • FRG Family Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2015 and has held it in 42 quarters since.
  • FRG Family Wealth Advisors's Colgate-Palmolive position peaked at $2.3M in Q2 2017.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.