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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
Q2 		$320K Buy
3,491
+790
+29% +$69.1K 0.04% 335
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Financial Advisors's CL Position: Q2 2026 in Review

Legacy Financial Advisors increased its Colgate-Palmolive (CL) stake by 29% in Q2 2026, buying an estimated $69.1K and bringing the position to 3,491 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #335.

Legacy Financial Advisors first reported a position in CL in Q4 2017 and has held it in 13 quarters since. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Legacy Financial Advisors held 3,491 shares of Colgate-Palmolive worth $320K as of Q2 2026.
  • Legacy Financial Advisors bought 790 Colgate-Palmolive shares in Q2 2026, an estimated $69.1K.
  • Colgate-Palmolive made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #335 holding.
  • Legacy Financial Advisors first reported a position in Colgate-Palmolive in Q4 2017 and has held it in 13 quarters since.
  • 2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.