Legacy Financial Advisors’s Colgate-Palmolive CL Stock Holding History

Legacy Financial 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	$230K	Buy	+2,701	New	+$241K	0.03%	373
2025 Q3	–	Sell	-2,749	Closed	-$250K	–	422
2025 Q2	$250K	Buy	2,749 +123	+5%	+$11.2K	0.04%	302
2025 Q1	$246K	Buy	2,626 +179	+7%	+$16K	0.04%	312
2024 Q4	$222K	Buy	2,447 +264	+12%	+$25.2K	0.04%	317
2024 Q3	$227K	Sell	2,183 -16	-0.7%	-$1.63K	0.04%	319
2024 Q2	$213K	Buy	+2,199	New	+$203K	0.04%	309
2019 Q2	–	Sell	-3,223	Closed	-$221K	–	264
2019 Q1	$221K	Buy	3,223 +2,664	+477%	+$172K	0.07%	102
2018 Q4	$33K	Buy	559 +13	+2%	+$813	0.01%	314
2018 Q3	$36K	Buy	546 +40	+8%	+$2.66K	0.01%	285
2018 Q2	$33K	Sell	506 -198	-28%	-$13K	0.01%	297
2018 Q1	$50K	Buy	704 +67	+11%	+$4.82K	0.02%	245
2017 Q4	$48K	Buy	+637	New	+$46.5K	0.02%	245

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

Legacy Financial Advisors's CL Position: Q1 2026 in Review

Legacy Financial Advisors opened a new position in Colgate-Palmolive (CL) in Q1 2026: 2,701 shares worth $230K. The stake represents 0.03% of the portfolio and ranks #373 among its holdings. This is a return to the name: Legacy Financial Advisors previously reported a position in CL as recently as Q2 2025.

Legacy Financial Advisors first reported a position in CL in Q4 2017 and has held it in 12 quarters since. The position peaked at $250K in Q2 2025. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Legacy Financial Advisors held 2,701 shares of Colgate-Palmolive worth $230K as of Q1 2026.
Colgate-Palmolive was a new Legacy Financial Advisors position in Q1 2026.
Colgate-Palmolive made up 0.03% of Legacy Financial Advisors's portfolio in Q1 2026, its #373 holding.
Legacy Financial Advisors first reported a position in Colgate-Palmolive in Q4 2017 and has held it in 12 quarters since.
Legacy Financial Advisors's Colgate-Palmolive position peaked at $250K in Q2 2025.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.