Joel Isaacson & Co’s Colgate-Palmolive CL Stock Holding History

Joel Isaacson & Co’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	$1.46M	Sell	17,162 -630	-4%	-$56.1K	0.05%	162
2025 Q4	$1.41M	Buy	17,792 +7,353	+70%	+$577K	0.05%	162
2025 Q3	$835K	Buy	10,439 +1,693	+19%	+$144K	0.03%	196
2025 Q2	$795K	Sell	8,746 -500	-5%	-$45.6K	0.03%	190
2025 Q1	$866K	Sell	9,246 -78	-0.8%	-$6.98K	0.04%	167
2024 Q4	$848K	Hold	9,324	–	–	0.04%	163
2024 Q3	$968K	Sell	9,324 -210	-2%	-$21.4K	0.05%	148
2024 Q2	$925K	Sell	9,534 -3,538	-27%	-$326K	0.05%	143
2024 Q1	$1.18M	Sell	13,072 -1,035	-7%	-$87.7K	0.06%	122
2023 Q4	$1.12M	Buy	14,107 +1,135	+9%	+$85.3K	0.07%	111
2023 Q3	$922K	Hold	12,972	–	–	0.06%	124
2023 Q2	$999K	Buy	12,972 +1,500	+13%	+$116K	0.07%	124
2023 Q1	$862K	Hold	11,472	–	–	0.06%	129
2022 Q4	$904K	Hold	11,472	–	–	0.07%	120
2022 Q3	$806K	Hold	11,472	–	–	0.07%	119
2022 Q2	$919K	Hold	11,472	–	–	0.08%	110
2022 Q1	$918K	Hold	11,472	–	–	0.07%	117
2021 Q4	$979K	Hold	11,472	–	–	0.07%	119
2021 Q3	$867K	Sell	11,472 -1,200	-9%	-$95.3K	0.07%	125
2021 Q2	$1.03M	Hold	12,672	–	–	0.08%	105
2021 Q1	$999K	Hold	12,672	–	–	0.09%	93
2020 Q4	$1.08M	Hold	12,672	–	–	0.11%	85
2020 Q3	$978K	Hold	12,672	–	–	0.13%	81
2020 Q2	$928K	Hold	12,672	–	–	0.13%	79
2020 Q1	$841K	Buy	12,672 +1,000	+9%	+$70.5K	0.15%	72
2019 Q4	$804K	Sell	11,672 -282	-2%	-$19.2K	0.11%	88
2019 Q3	$879K	Sell	11,954 -825	-6%	-$59.9K	0.13%	78
2019 Q2	$916K	Sell	12,779 -7	-0.1%	-$497	0.13%	75
2019 Q1	$876K	Hold	12,786	–	–	0.13%	89
2018 Q4	$794K	Buy	12,786 +832	+7%	+$52.1K	0.13%	91
2018 Q3	$800K	Hold	11,954	–	–	0.13%	84
2018 Q2	$775K	Hold	11,954	–	–	0.13%	82
2018 Q1	$857K	Hold	11,954	–	–	0.15%	73
2017 Q4	$902K	Sell	11,954 -138	-1%	-$10.1K	0.16%	68
2017 Q3	$881K	Hold	12,092	–	–	0.16%	67
2017 Q2	$896K	Hold	12,092	–	–	0.17%	61
2017 Q1	$885K	Sell	12,092 -365	-3%	-$25.6K	0.17%	57
2016 Q4	$815K	Hold	12,457	–	–	0.16%	56
2016 Q3	$924K	Sell	12,457 -185	-1%	-$13.7K	0.19%	52
2016 Q2	$925K	Sell	12,642 -1,500	-11%	-$107K	0.2%	51
2016 Q1	$999K	Hold	14,142	–	–	0.22%	49
2015 Q4	$942K	Hold	14,142	–	–	0.23%	50
2015 Q3	$897K	Hold	14,142	–	–	0.24%	47
2015 Q2	$925K	Hold	14,142	–	–	0.24%	50
2015 Q1	$981K	Buy	14,142 +300	+2%	+$20.7K	0.25%	49
2014 Q4	$958K	Buy	13,842 +1,442	+12%	+$97.4K	0.26%	50
2014 Q3	$809K	Buy	12,400 +50	+0.4%	+$3.3K	0.25%	52
2014 Q2	$842K	Buy	12,350 +200	+2%	+$13.4K	0.26%	49
2014 Q1	$788K	Hold	12,150	–	–	0.26%	49
2013 Q4	$792K	Hold	12,150	–	–	0.29%	45
2013 Q3	$720K	Buy	12,150 +1,800	+17%	+$107K	0.29%	45
2013 Q2	$593K	Buy	+10,350	New	+$614K	0.28%	45

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

Joel Isaacson & Co's CL Position: Q1 2026 in Review

Joel Isaacson & Co reduced its Colgate-Palmolive (CL) stake by 3.5% in Q1 2026, selling an estimated $56.1K and leaving 17,162 shares worth $1.46M. The position accounts for 0.05% of the portfolio, ranked #162.

Joel Isaacson & Co first reported a position in CL in Q2 2013 and has held it in 52 quarters since. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Joel Isaacson & Co held 17,162 shares of Colgate-Palmolive worth $1.46M as of Q1 2026.
Joel Isaacson & Co sold 630 Colgate-Palmolive shares in Q1 2026, an estimated $56.1K.
Colgate-Palmolive made up 0.05% of Joel Isaacson & Co's portfolio in Q1 2026, its #162 holding.
Joel Isaacson & Co first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 52 quarters since.
1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.