M Holdings Securities’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
$1.02M Buy
11,843
+1,138
+11% +$101K 0.07% 202
2025
Q4
$846K Buy
+10,705
New +$839K 0.06% 209
2023
Q2
Sell
-6,321
Closed -$475K 252
2023
Q1
$475K Buy
6,321
+7
+0.1% +$521 0.05% 272
2022
Q4
$498K Hold
6,314
0.05% 249
2022
Q3
$444K Hold
6,314
0.05% 263
2022
Q2
$506K Sell
6,314
-51
-0.8% -$3.99K 0.05% 247
2022
Q1
$483K Buy
+6,365
New +$504K 0.04% 304
2021
Q2
Sell
-6,548
Closed -$516K 272
2021
Q1
$516K Buy
+6,548
New +$513K 0.05% 283
2019
Q2
Sell
-63,979
Closed -$4.38M 194
2019
Q1
$4.38M Buy
63,979
+57,683
+916% +$3.73M 1.01% 16
2018
Q4
$375K Buy
6,296
+91
+1% +$5.69K 0.12% 211
2018
Q3
$415K Sell
6,205
-137
-2% -$9.13K 0.11% 222
2018
Q2
$411K Buy
6,342
+483
+8% +$31.6K 0.11% 214
2018
Q1
$420K Buy
5,859
+38
+0.7% +$2.73K 0.13% 206
2017
Q4
$439K Hold
5,821
0.13% 193
2017
Q3
$424K Buy
5,821
+107
+2% +$7.71K 0.13% 191
2017
Q2
$424K Buy
5,714
+348
+6% +$25.8K 0.14% 186
2017
Q1
$393K Buy
5,366
+21
+0.4% +$1.47K 0.15% 170
2016
Q4
$350K Sell
5,345
-93
-2% -$6.38K 0.12% 176
2016
Q3
$403K Buy
5,438
+68
+1% +$5.03K 0.18% 156
2016
Q2
$393K Sell
5,370
-98
-2% -$6.98K 0.2% 137
2016
Q1
$386K Sell
5,468
-32
-0.6% -$2.13K 0.24% 124
2015
Q4
$366K Sell
5,500
-110
-2% -$7.32K 0.24% 124
2015
Q3
$356K Buy
5,610
+1,000
+22% +$65.3K 0.25% 118
2015
Q2
$302K Hold
4,610
0.2% 135
2015
Q1
$320K Buy
+4,610
New +$319K 0.21% 134
2014
Q4
Sell
-2,600
Closed -$170K 215
2014
Q3
$170K Buy
+2,600
New +$171K 0.09% 207

Other funds holding CL

M Holdings Securities's CL Position: Q1 2026 in Review

M Holdings Securities increased its Colgate-Palmolive (CL) stake by 11% in Q1 2026, buying an estimated $101K and bringing the position to 11,843 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #202.

M Holdings Securities first reported a position in CL in Q3 2014 and has held it in 26 quarters since. The position peaked at $4.38M in Q1 2019. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • M Holdings Securities held 11,843 shares of Colgate-Palmolive worth $1.02M as of Q1 2026.
  • M Holdings Securities bought 1,138 Colgate-Palmolive shares in Q1 2026, an estimated $101K.
  • Colgate-Palmolive made up 0.07% of M Holdings Securities's portfolio in Q1 2026, its #202 holding.
  • M Holdings Securities first reported a position in Colgate-Palmolive in Q3 2014 and has held it in 26 quarters since.
  • M Holdings Securities's Colgate-Palmolive position peaked at $4.38M in Q1 2019.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.