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Independent Advisor Alliance’s Colgate-Palmolive CL Stock Holding History

Independent Advisor Alliance’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 		$1.55M Sell
18,168
-9,049
-33% -$806K 0.02% 639
2025
Q4 		$2.15M Buy
27,217
+204
+0.8% +$16K 0.05% 287
2025
Q3 		$2.16M Sell
27,013
-4,002
-13% -$341K 0.06% 277
2025
Q2 		$2.82M Sell
31,015
-861
-3% -$78.6K 0.08% 212
2025
Q1 		$2.99M Buy
31,876
+689
+2% +$61.7K 0.1% 188
2024
Q4 		$2.84M Buy
31,187
+2,898
+10% +$277K 0.04% 420
2024
Q3 		$2.94M Buy
28,289
+497
+2% +$50.7K 0.11% 168
2024
Q2 		$2.7M Sell
27,792
-3,027
-10% -$279K 0.09% 180
2024
Q1 		$2.78M Sell
30,819
-917
-3% -$77.7K 0.1% 176
2023
Q4 		$2.53M Sell
31,736
-5,678
-15% -$427K 0.09% 182
2023
Q3 		$2.66M Sell
37,414
-5,521
-13% -$413K 0.12% 164
2023
Q2 		$3.31M Sell
42,935
-4,263
-9% -$330K 0.15% 132
2023
Q1 		$3.55M Sell
47,198
-632
-1% -$47K 0.17% 115
2022
Q4 		$3.77K Buy
47,830
+228
+0.5% +$17.1K ﹤0.01% 204
2022
Q3 		$3.34M Sell
47,602
-1,584
-3% -$124K 0.2% 105
2022
Q2 		$3.94M Sell
49,186
-1,166
-2% -$91.2K 0.22% 96
2022
Q1 		$3.82M Buy
50,352
+4,912
+11% +$389K 0.18% 108
2021
Q4 		$3.88M Buy
45,440
+3,799
+9% +$297K 0.19% 103
2021
Q3 		$3.15M Buy
41,641
+128
+0.3% +$10.2K 0.18% 116
2021
Q2 		$3.38M Buy
41,513
+389
+0.9% +$31.8K 0.19% 118
2021
Q1 		$3.24M Buy
41,124
+1,627
+4% +$128K 0.19% 112
2020
Q4 		$3.38M Buy
39,497
+1,510
+4% +$125K 0.23% 97
2020
Q3 		$2.93M Sell
37,987
-101
-0.3% -$7.7K 0.22% 99
2020
Q2 		$2.79M Buy
38,088
+4,323
+13% +$307K 0.3% 70
2020
Q1 		$2.24M Sell
33,765
-6,058
-15% -$427K 0.33% 64
2019
Q4 		$2.74M Buy
39,823
+3,400
+9% +$232K 0.12% 188
2019
Q3 		$2.68M Sell
36,423
-1,239
-3% -$89.9K 0.33% 71
2019
Q2 		$2.7M Sell
37,662
-480
-1% -$34.1K 0.39% 58
2019
Q1 		$2.61M Buy
38,142
+3,086
+9% +$199K 0.37% 63
2018
Q4 		$2.09M Buy
35,056
+266
+0.8% +$16.6K 0.37% 63
2018
Q3 		$2.31M Buy
34,790
+663
+2% +$44.2K 0.42% 58
2018
Q2 		$2.19M Buy
34,127
+290
+0.9% +$19K 0.46% 52
2018
Q1 		$2.37M Buy
33,837
+1,496
+5% +$108K 0.53% 44
2017
Q4 		$2.44M Buy
32,341
+2,396
+8% +$175K 0.55% 45
2017
Q3 		$2.17M Buy
29,945
+1,207
+4% +$87K 0.6% 41
2017
Q2 		$2.1M Buy
28,738
+4,943
+21% +$367K 0.67% 38
2017
Q1 		$1.75M Buy
23,795
+288
+1% +$20.2K 0.28% 105
2016
Q4 		$1.6M Buy
+23,507
New +$1.61M 0.68% 48

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

Independent Advisor Alliance's CL Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Colgate-Palmolive (CL) stake by 33% in Q1 2026, selling an estimated $806K and leaving 18,168 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #639.

Independent Advisor Alliance first reported a position in CL in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.94M in Q2 2022. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Independent Advisor Alliance held 18,168 shares of Colgate-Palmolive worth $1.55M as of Q1 2026.
  • Independent Advisor Alliance sold 9,049 Colgate-Palmolive shares in Q1 2026, an estimated $806K.
  • Colgate-Palmolive made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #639 holding.
  • Independent Advisor Alliance first reported a position in Colgate-Palmolive in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Colgate-Palmolive position peaked at $3.94M in Q2 2022.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.