Level Four Advisory Services’s Colgate-Palmolive CL Stock Holding History

Level Four Advisory Services’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	$285K	Buy	3,339 +14	+0.4%	+$1.25K	0.01%	736
2025 Q4	$263K	Sell	3,325 -172	-5%	-$13.5K	0.01%	729
2025 Q3	$280K	Sell	3,497 -516	-13%	-$44K	0.01%	680
2025 Q2	$365K	Sell	4,013 -766	-16%	-$69.9K	0.01%	600
2025 Q1	$448K	Buy	4,779 +13	+0.3%	+$1.16K	0.02%	525
2024 Q4	$433K	Sell	4,766 -965	-17%	-$92.1K	0.02%	531
2024 Q3	$537K	Sell	5,731 -42	-0.7%	-$4.28K	0.02%	491
2024 Q2	$560K	Sell	5,773 -33,462	-85%	-$3.09M	0.03%	460
2024 Q1	$3.13M	Buy	39,235 +382	+1%	+$32.4K	0.17%	143
2023 Q4	$3.1M	Buy	38,853 +18	+0%	+$1.35K	0.17%	140
2023 Q3	$2.76M	Buy	38,835 +12,424	+47%	+$929K	0.18%	143
2023 Q2	$2.03M	Buy	26,411 +1,970	+8%	+$152K	0.12%	185
2023 Q1	$1.84M	Buy	24,441 +4,700	+24%	+$349K	0.12%	189
2022 Q4	$1.56M	Buy	19,741 +147	+0.8%	+$11K	0.12%	192
2022 Q3	$1.38M	Buy	19,594 +1,542	+9%	+$121K	0.13%	165
2022 Q2	$1.45M	Buy	18,052 +3,885	+27%	+$304K	0.14%	169
2022 Q1	$1.07M	Sell	14,167 -158	-1%	-$12.5K	0.08%	229
2021 Q4	$1.22M	Buy	14,325 +1,517	+12%	+$118K	0.09%	218
2021 Q3	$968K	Sell	12,808 -2,565	-17%	-$204K	0.1%	194
2021 Q2	$1.25M	Buy	15,373 +1,149	+8%	+$93.9K	0.09%	241
2021 Q1	$1.12M	Buy	14,224 +1,396	+11%	+$109K	0.09%	248
2020 Q4	$1.1M	Buy	12,828 +120	+0.9%	+$9.92K	0.09%	231
2020 Q3	$980K	Sell	12,708 -605	-5%	-$46.1K	0.08%	246
2020 Q2	$974K	Buy	13,313 +732	+6%	+$52K	0.08%	261
2020 Q1	$837K	Buy	12,581 +670	+6%	+$47.3K	0.1%	230
2019 Q4	$817K	Buy	11,911 +1,314	+12%	+$89.6K	0.03%	307
2019 Q3	$779K	Sell	10,597 -134	-1%	-$9.72K	0.08%	242
2019 Q2	$769K	Buy	10,731 +647	+6%	+$45.9K	0.08%	241
2019 Q1	$691K	Sell	10,084 -2,443	-20%	-$158K	0.08%	253
2018 Q4	$746K	Sell	12,527 -3,930	-24%	-$246K	0.09%	217
2018 Q3	$1.1M	Buy	16,457 +570	+4%	+$38K	0.12%	182
2018 Q2	$1.03M	Buy	15,887 +6,242	+65%	+$408K	0.08%	234
2018 Q1	$691K	Buy	9,645 +1,033	+12%	+$74.3K	0.05%	309
2017 Q4	$650K	Buy	8,612 +1,891	+28%	+$138K	0.05%	313
2017 Q3	$490K	Sell	6,721 -1,341	-17%	-$96.6K	0.04%	344
2017 Q2	$592K	Sell	8,062 -187	-2%	-$13.9K	0.09%	222
2017 Q1	$606K	Buy	8,249 +454	+6%	+$31.8K	0.06%	281
2016 Q4	$510K	Buy	+7,795	New	+$534K	0.07%	272

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

Level Four Advisory Services's CL Position: Q1 2026 in Review

Level Four Advisory Services increased its Colgate-Palmolive (CL) stake by 0.42% in Q1 2026, buying an estimated $1.25K and bringing the position to 3,339 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #736.

Level Four Advisory Services first reported a position in CL in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.13M in Q1 2024. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Level Four Advisory Services held 3,339 shares of Colgate-Palmolive worth $285K as of Q1 2026.
Level Four Advisory Services bought 14 Colgate-Palmolive shares in Q1 2026, an estimated $1.25K.
Colgate-Palmolive made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #736 holding.
Level Four Advisory Services first reported a position in Colgate-Palmolive in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's Colgate-Palmolive position peaked at $3.13M in Q1 2024.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.