IMA Advisory Services’s Colgate-Palmolive CL Stock Holding History

IMA Advisory Services’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	$94.6K	Hold	1,110	–	–	0.01%	217
2025 Q4	$87.7K	Hold	1,110	–	–	0.01%	217
2025 Q3	$88.7K	Hold	1,110	–	–	0.01%	201
2025 Q2	$101K	Hold	1,110	–	–	0.01%	188
2025 Q1	$104K	Buy	+1,110	New	+$99.4K	0.01%	190
2024 Q4	–	Sell	-1,110	Closed	-$115K	–	193
2024 Q3	$115K	Buy	+1,110	New	+$113K	0.03%	150
2023 Q4	–	Sell	-1,110	Closed	-$78.9K	–	100
2023 Q3	$78.9K	Hold	1,110	–	–	0.02%	164
2023 Q2	$85.5K	Hold	1,110	–	–	0.02%	160
2023 Q1	$83.4K	Hold	1,110	–	–	0.02%	157
2022 Q4	$87.5K	Hold	1,110	–	–	0.02%	166
2022 Q3	$78K	Hold	1,110	–	–	0.02%	168
2022 Q2	$89K	Hold	1,110	–	–	0.02%	174
2022 Q1	$84K	Hold	1,110	–	–	0.02%	151
2021 Q4	$95K	Hold	1,110	–	–	0.02%	155
2021 Q3	$84K	Hold	1,110	–	–	0.02%	148
2021 Q2	$90K	Hold	1,110	–	–	0.02%	145
2021 Q1	$88K	Hold	1,110	–	–	0.02%	142
2020 Q4	$95K	Hold	1,110	–	–	0.03%	134
2020 Q3	$86K	Hold	1,110	–	–	0.03%	139
2020 Q2	$81K	Hold	1,110	–	–	0.03%	138
2020 Q1	$74K	Hold	1,110	–	–	0.03%	135
2019 Q4	$76K	Hold	1,110	–	–	0.03%	139
2019 Q3	$82K	Hold	1,110	–	–	0.03%	134
2019 Q2	$80K	Hold	1,110	–	–	0.03%	135
2019 Q1	$76K	Hold	1,110	–	–	0.03%	140
2018 Q4	$66K	Hold	1,110	–	–	0.03%	146
2018 Q3	$74K	Hold	1,110	–	–	0.03%	140
2018 Q2	$72K	Buy	+1,110	New	+$72.6K	0.03%	149

Other funds holding CL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

IMA Advisory Services's CL Position: Q1 2026 in Review

IMA Advisory Services held its Colgate-Palmolive (CL) position steady in Q1 2026 at 1,110 shares worth $94.6K. The position accounts for 0.01% of the portfolio, ranked #217.

IMA Advisory Services first reported a position in CL in Q2 2018 and has held it in 28 quarters since. The position peaked at $115K in Q3 2024. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

IMA Advisory Services held 1,110 shares of Colgate-Palmolive worth $94.6K as of Q1 2026.
IMA Advisory Services left its Colgate-Palmolive share count unchanged in Q1 2026.
Colgate-Palmolive made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #217 holding.
IMA Advisory Services first reported a position in Colgate-Palmolive in Q2 2018 and has held it in 28 quarters since.
IMA Advisory Services's Colgate-Palmolive position peaked at $115K in Q3 2024.
1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.