GoalVest Advisory’s Colgate-Palmolive CL Stock Holding History

GoalVest 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 Q3	$16.9K	Buy	+198	New	+$17.9K	﹤0.01%	343
2025 Q2	–	Sell	-4	Closed	-$375	–	389
2025 Q1	$375	Buy	+4	New	+$358	﹤0.01%	389
2023 Q4	–	Sell	-120	Closed	-$8.53K	–	392
2023 Q3	$8.53K	Hold	120	–	–	﹤0.01%	303
2023 Q2	$9.24K	Buy	+120	New	+$9.29K	﹤0.01%	257
2022 Q2	–	Sell	-9	Closed	-$1K	–	347
2022 Q1	$1K	Buy	+9	New	+$713	﹤0.01%	320

Other funds holding CL

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

SCA

Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return

GoalVest Advisory's CL Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Colgate-Palmolive (CL) in Q3 2026: 198 shares worth $16.9K. The stake represents ﹤0.01% of the portfolio and ranks #343 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in CL as recently as Q1 2025.

GoalVest Advisory first reported a position in CL in Q1 2022 and has held it in 5 quarters since. 106 funds tracked by Wall St. Rank hold CL as of Q3 2026.

GoalVest Advisory held 198 shares of Colgate-Palmolive worth $16.9K as of Q3 2026.
Colgate-Palmolive was a new GoalVest Advisory position in Q3 2026.
Colgate-Palmolive made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #343 holding.
GoalVest Advisory first reported a position in Colgate-Palmolive in Q1 2022 and has held it in 5 quarters since.
106 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.