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Heritage Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Heritage 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 		$61K Buy
716
+16
+2% +$1.43K ﹤0.01% 302
2025
Q4 		$55.3K Hold
700
– – ﹤0.01% 313
2025
Q3 		$56K Hold
700
– – ﹤0.01% 292
2025
Q2 		$63.6K Hold
700
– – ﹤0.01% 282
2025
Q1 		$65.6K Hold
700
– – ﹤0.01% 280
2024
Q4 		$63.6K Sell
700
-316
-31% -$30.2K ﹤0.01% 292
2024
Q3 		$105K Buy
1,016
+316
+45% +$32.2K ﹤0.01% 260
2024
Q2 		$67.9K Hold
700
– – ﹤0.01% 286
2024
Q1 		$63K Sell
700
-508
-42% -$43K ﹤0.01% 304
2023
Q4 		$96.3K Buy
1,208
+400
+50% +$30.1K ﹤0.01% 271
2023
Q3 		$57.5K Hold
808
– – ﹤0.01% 287
2023
Q2 		$62.2K Hold
808
– – ﹤0.01% 293
2023
Q1 		$60.7K Buy
808
+200
+33% +$14.9K ﹤0.01% 295
2022
Q4 		$47.9K Sell
608
-98
-14% -$7.35K ﹤0.01% 327
2022
Q3 		$49.6K Hold
706
– – ﹤0.01% 297
2022
Q2 		$57K Sell
706
-118
-14% -$9.23K ﹤0.01% 314
2022
Q1 		$62K Sell
824
-650
-44% -$51.5K ﹤0.01% 294
2021
Q4 		$126K Hold
1,474
– – 0.01% 240
2021
Q3 		$111K Hold
1,474
– – 0.01% 240
2021
Q2 		$120K Hold
1,474
– – 0.01% 241
2021
Q1 		$116K Hold
1,474
– – 0.01% 250
2020
Q4 		$126K Buy
1,474
+886
+151% +$73.3K 0.01% 234
2020
Q3 		$45.4K Hold
588
– – 0.01% 275
2020
Q2 		$43.1K Hold
588
– – 0.01% 265
2020
Q1 		$39K Hold
588
– – 0.01% 268
2019
Q4 		$40.5K Hold
588
– – 0.01% 318
2019
Q3 		$43K Hold
588
– – 0.01% 292
2019
Q2 		$42.1K Hold
588
– – 0.01% 271
2019
Q1 		$40.3K Hold
588
– – 0.01% 249
2018
Q4 		$34K Sell
588
-307
-34% -$19.2K 0.01% 222
2018
Q3 		$59K Buy
+895
New +$59.6K 0.01% 185

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

Heritage Wealth Advisors's CL Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Colgate-Palmolive (CL) stake by 2.3% in Q1 2026, buying an estimated $1.43K and bringing the position to 716 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Heritage Wealth Advisors first reported a position in CL in Q3 2018 and has held it in 31 quarters since. The position peaked at $126K in Q4 2021. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Heritage Wealth Advisors held 716 shares of Colgate-Palmolive worth $61K as of Q1 2026.
  • Heritage Wealth Advisors bought 16 Colgate-Palmolive shares in Q1 2026, an estimated $1.43K.
  • Colgate-Palmolive made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #302 holding.
  • Heritage Wealth Advisors first reported a position in Colgate-Palmolive in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Colgate-Palmolive position peaked at $126K in Q4 2021.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.