Key Financial Inc’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
$8.78K Sell
103
-109
-51% -$9.71K ﹤0.01% 911
2025
Q4
$16.8K Sell
212
-23
-10% -$1.8K ﹤0.01% 752
2025
Q3
$18.6K Sell
235
-4
-2% -$341 ﹤0.01% 721
2025
Q2
$21.7K Sell
239
-114
-32% -$10.4K ﹤0.01% 673
2025
Q1
$33.1K Sell
353
-606
-63% -$54.3K 0.01% 553
2024
Q4
$87.2K Buy
959
+23
+2% +$2.19K 0.02% 385
2024
Q3
$97.2K Sell
936
-103
-10% -$10.5K 0.02% 351
2024
Q2
$101K Hold
1,039
0.02% 337
2024
Q1
$93.6K Hold
1,039
0.02% 336
2023
Q4
$82.8K Hold
1,039
0.02% 340
2023
Q3
$73.9K Hold
1,039
0.02% 336
2023
Q2
$80K Hold
1,039
0.03% 339
2023
Q1
$78.1K Sell
1,039
-266
-20% -$19.8K 0.03% 332
2022
Q4
$91.7K Hold
1,305
0.04% 255
2022
Q3
$92K Buy
1,305
+266
+26% +$20.9K 0.04% 258
2022
Q2
$85K Hold
1,039
0.05% 267
2022
Q1
$79K Hold
1,039
0.04% 295
2021
Q4
$89K Hold
1,039
0.04% 251
2021
Q3
$79K Hold
1,039
0.04% 263
2021
Q2
$83K Buy
1,039
+76
+8% +$6.21K 0.05% 262
2021
Q1
$76K Hold
963
0.05% 220
2020
Q4
$82K Buy
+963
New +$79.6K 0.06% 201
2020
Q2
Sell
-950
Closed -$63K 187
2020
Q1
$63K Buy
+950
New +$67K 0.06% 196

Other funds holding CL

Key Financial Inc's CL Position: Q1 2026 in Review

Key Financial Inc reduced its Colgate-Palmolive (CL) stake by 51% in Q1 2026, selling an estimated $9.71K and leaving 103 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Key Financial Inc first reported a position in CL in Q1 2020 and has held it in 23 quarters since. The position peaked at $101K in Q2 2024. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Key Financial Inc held 103 shares of Colgate-Palmolive worth $8.78K as of Q1 2026.
  • Key Financial Inc sold 109 Colgate-Palmolive shares in Q1 2026, an estimated $9.71K.
  • Colgate-Palmolive made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #911 holding.
  • Key Financial Inc first reported a position in Colgate-Palmolive in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's Colgate-Palmolive position peaked at $101K in Q2 2024.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.