Great Valley Advisor Group’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.29M Buy
26,836
+3,809
+17% +$339K 0.04% 347
2025
Q4
$1.82M Buy
23,027
+397
+2% +$31.1K 0.04% 359
2025
Q3
$1.81M Buy
22,630
+10,176
+82% +$868K 0.04% 356
2025
Q2
$1.13M Sell
12,454
-1,813
-13% -$166K 0.03% 433
2025
Q1
$1.34M Buy
14,267
+639
+5% +$57.2K 0.03% 385
2024
Q4
$1.24M Sell
13,628
-759
-5% -$72.4K 0.03% 397
2024
Q3
$1.49M Buy
14,387
+6,224
+76% +$634K 0.04% 355
2024
Q2
$792K Buy
8,163
+564
+7% +$52K 0.02% 434
2024
Q1
$684K Buy
7,599
+846
+13% +$71.7K 0.02% 432
2023
Q4
$539K Sell
6,753
-39
-0.6% -$2.93K 0.02% 440
2023
Q3
$483K Sell
6,792
-47
-0.7% -$3.51K 0.02% 443
2023
Q2
$527K Sell
6,839
-529
-7% -$40.9K 0.02% 428
2023
Q1
$554K Buy
7,368
+192
+3% +$14.3K 0.03% 416
2022
Q4
$565K Sell
7,176
-5
-0.1% -$375 0.03% 422
2022
Q3
$505K Buy
7,181
+148
+2% +$11.6K 0.03% 418
2022
Q2
$564K Buy
7,033
+297
+4% +$23.2K 0.03% 403
2022
Q1
$516K Buy
6,736
+535
+9% +$42.4K 0.03% 383
2021
Q4
$529K Sell
6,201
-381
-6% -$29.8K 0.03% 373
2021
Q3
$497K Buy
6,582
+200
+3% +$15.9K 0.03% 359
2021
Q2
$519K Hold
6,382
0.04% 339
2021
Q1
$503K Sell
6,382
-981
-13% -$76.9K 0.05% 304
2020
Q4
$630K Hold
7,363
0.07% 248
2020
Q3
$568K Buy
7,363
+2,491
+51% +$190K 0.07% 230
2020
Q2
$357K Hold
4,872
0.06% 290
2020
Q1
$323K Hold
4,872
0.09% 228
2019
Q4
$335K Sell
4,872
-1,649
-25% -$112K 0.07% 261
2019
Q3
$476K Sell
6,521
-514
-7% -$37.3K 0.11% 200
2019
Q2
$505K Buy
7,035
+1,239
+21% +$88K 0.13% 190
2019
Q1
$397K Sell
5,796
-92
-2% -$5.94K 0.13% 180
2018
Q4
$350K Buy
+5,888
New +$368K 0.13% 146

Other funds holding CL

Great Valley Advisor Group's CL Position: Q1 2026 in Review

Great Valley Advisor Group increased its Colgate-Palmolive (CL) stake by 17% in Q1 2026, buying an estimated $339K and bringing the position to 26,836 shares worth $2.29M. The position accounts for 0.04% of the portfolio, ranked #347.

Great Valley Advisor Group first reported a position in CL in Q4 2018 and has held it in 30 quarters since. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Great Valley Advisor Group held 26,836 shares of Colgate-Palmolive worth $2.29M as of Q1 2026.
  • Great Valley Advisor Group bought 3,809 Colgate-Palmolive shares in Q1 2026, an estimated $339K.
  • Colgate-Palmolive made up 0.04% of Great Valley Advisor Group's portfolio in Q1 2026, its #347 holding.
  • Great Valley Advisor Group first reported a position in Colgate-Palmolive in Q4 2018 and has held it in 30 quarters since.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.