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Gladstone Institutional Advisory’s Colgate-Palmolive CL Stock Holding History

Gladstone Institutional Advisory’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 		$500K Sell
5,861
-100
-2% -$8.91K 0.02% 537
2025
Q4 		$471K Sell
5,961
-841
-12% -$65.9K 0.02% 509
2025
Q3 		$544K Sell
6,802
-37
-0.5% -$3.16K 0.02% 496
2025
Q2 		$622K Buy
6,839
+115
+2% +$10.5K 0.03% 442
2025
Q1 		$630K Sell
6,724
-11
-0.2% -$985 0.03% 416
2024
Q4 		$612K Sell
6,735
-23
-0.3% -$2.19K 0.03% 419
2024
Q3 		$702K Buy
6,758
+631
+10% +$64.3K 0.03% 373
2024
Q2 		$595K Sell
6,127
-53
-0.9% -$4.89K 0.03% 386
2024
Q1 		$557K Sell
6,180
-1,506
-20% -$128K 0.03% 388
2023
Q4 		$613K Buy
7,686
+2,028
+36% +$152K 0.03% 375
2023
Q3 		$402K Sell
5,658
-533
-9% -$39.9K 0.03% 429
2023
Q2 		$477K Sell
6,191
-138
-2% -$10.7K 0.03% 403
2023
Q1 		$476K Buy
6,329
+133
+2% +$9.89K 0.03% 417
2022
Q4 		$488K Buy
6,196
+158
+3% +$11.8K 0.03% 400
2022
Q3 		$424K Sell
6,038
-440
-7% -$34.5K 0.03% 428
2022
Q2 		$519K Sell
6,478
-855
-12% -$66.9K 0.04% 404
2022
Q1 		$556K Buy
7,333
+59
+0.8% +$4.67K 0.04% 408
2021
Q4 		$621K Buy
7,274
+98
+1% +$7.65K 0.05% 337
2021
Q3 		$542K Buy
7,176
+3,210
+81% +$255K 0.05% 306
2021
Q2 		$323K Buy
3,966
+377
+11% +$30.8K 0.04% 381
2021
Q1 		$283K Buy
3,589
+796
+28% +$62.4K 0.04% 329
2020
Q4 		$239K Sell
2,793
-73
-3% -$6.04K 0.05% 269
2020
Q3 		$221K Buy
+2,866
New +$219K 0.05% 241
2020
Q2 		– Sell
-3,699
Closed -$246K – 253
2020
Q1 		$246K Buy
3,699
+56
+2% +$3.95K 0.06% 216
2019
Q4 		$251K Sell
3,643
-367
-9% -$25K 0.06% 223
2019
Q3 		$295K Buy
4,010
+463
+13% +$33.6K 0.08% 207
2019
Q2 		$254K Buy
+3,547
New +$252K 0.08% 219

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

Gladstone Institutional Advisory's CL Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Colgate-Palmolive (CL) stake by 1.7% in Q1 2026, selling an estimated $8.91K and leaving 5,861 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #537.

Gladstone Institutional Advisory first reported a position in CL in Q2 2019 and has held it in 27 quarters since. The position peaked at $702K in Q3 2024. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Gladstone Institutional Advisory held 5,861 shares of Colgate-Palmolive worth $500K as of Q1 2026.
  • Gladstone Institutional Advisory sold 100 Colgate-Palmolive shares in Q1 2026, an estimated $8.91K.
  • Colgate-Palmolive made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #537 holding.
  • Gladstone Institutional Advisory first reported a position in Colgate-Palmolive in Q2 2019 and has held it in 27 quarters since.
  • Gladstone Institutional Advisory's Colgate-Palmolive position peaked at $702K in Q3 2024.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.