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Mark Sheptoff Financial Planning’s Colgate-Palmolive CL Stock Holding History

Mark Sheptoff Financial Planning’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 		$513K Sell
5,942
-1,622
-21% -$145K 0.27% 60
2025
Q4 		$598K Hold
7,564
– – 0.28% 54
2025
Q3 		$605K Sell
7,564
-800
-10% -$68.2K 0.29% 51
2025
Q2 		$760K Hold
8,364
– – 0.41% 41
2025
Q1 		$784K Hold
8,364
– – 0.43% 40
2024
Q4 		$760K Hold
8,364
– – 0.41% 45
2024
Q3 		$868K Hold
8,364
– – 0.46% 41
2024
Q2 		$812K Hold
8,364
– – 0.45% 44
2024
Q1 		$753K Buy
8,364
+100
+1% +$8.47K 0.42% 45
2023
Q4 		$659K Sell
8,264
-165
-2% -$12.4K 0.4% 41
2023
Q3 		$599K Buy
8,429
+69
+0.8% +$5.16K 0.38% 42
2023
Q2 		$644K Hold
8,360
– – 0.37% 47
2023
Q1 		$628K Sell
8,360
-49
-0.6% -$3.64K 0.36% 48
2022
Q4 		$663K Buy
8,409
+49
+0.6% +$3.67K 0.39% 45
2022
Q3 		$587K Hold
8,360
– – 0.36% 49
2022
Q2 		$670K Hold
8,360
– – 0.39% 47
2022
Q1 		$634K Sell
8,360
-180
-2% -$14.3K 0.32% 56
2021
Q4 		$729K Buy
8,540
+318
+4% +$24.8K 0.35% 53
2021
Q3 		$621K Hold
8,222
– – 0.34% 56
2021
Q2 		$669K Sell
8,222
-20
-0.2% -$1.64K 0.36% 52
2021
Q1 		$650K Hold
8,242
– – 0.37% 52
2020
Q4 		$705K Hold
8,242
– – 0.4% 50
2020
Q3 		$636K Hold
8,242
– – 0.39% 46
2020
Q2 		$604K Hold
8,242
– – 0.39% 46
2020
Q1 		$547K Hold
8,242
– – 0.41% 45
2019
Q4 		$567K Sell
8,242
-200
-2% -$13.6K 0.36% 53
2019
Q3 		$621K Buy
8,442
+170
+2% +$12.3K 0.42% 47
2019
Q2 		$593K Sell
8,272
-350
-4% -$24.8K 0.4% 49
2019
Q1 		$591K Sell
8,622
-1,000
-10% -$64.6K 0.43% 45
2018
Q4 		$573K Sell
9,622
-10,050
-51% -$629K 0.48% 43
2018
Q3 		$1.32M Sell
19,672
-700
-3% -$46.6K 0.9% 29
2018
Q2 		$1.32M Sell
20,372
-4,678
-19% -$306K 0.98% 27
2018
Q1 		$1.8M Sell
25,050
-200
-0.8% -$14.4K 1.25% 22
2017
Q4 		$1.91M Sell
25,250
-800
-3% -$58.4K 1.24% 22
2017
Q3 		$1.9M Sell
26,050
-200
-0.8% -$14.4K 1.27% 21
2017
Q2 		$1.95M Sell
26,250
-1
-0% -$74 1.34% 20
2017
Q1 		$1.92M Buy
26,251
+3,001
+13% +$210K 1.37% 19
2016
Q4 		$1.52M Sell
23,250
-2,900
-11% -$199K 1.13% 21
2016
Q3 		$1.94M Buy
26,150
+101
+0.4% +$7.47K 1.44% 20
2016
Q2 		$1.91M Buy
26,049
+302
+1% +$21.5K 1.43% 19
2016
Q1 		$1.82M Buy
25,747
+1,001
+4% +$66.6K 1.48% 21
2015
Q4 		$1.65M Buy
24,746
+1,001
+4% +$66.6K 1.34% 23
2015
Q3 		$1.51M Buy
23,745
+879
+4% +$57.4K 1.32% 21
2015
Q2 		$1.5M Buy
22,866
+2,001
+10% +$136K 1.21% 24
2015
Q1 		$1.45M Sell
20,865
-399
-2% -$27.6K 1.21% 24
2014
Q4 		$1.47M Buy
21,264
+1
+0% +$68 1.3% 21
2014
Q3 		$1.39M Buy
21,263
+1
+0% +$66 1.23% 22
2014
Q2 		$1.45M Sell
21,262
-309
-1% -$20.7K 1.24% 24
2014
Q1 		$1.4M Buy
+21,571
New +$1.36M 1.24% 24

Other funds holding CL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mark Sheptoff Financial Planning's CL Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Colgate-Palmolive (CL) stake by 21% in Q1 2026, selling an estimated $145K and leaving 5,942 shares worth $513K. The position accounts for 0.27% of the portfolio, ranked #60.

Mark Sheptoff Financial Planning first reported a position in CL in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.95M in Q2 2017. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Mark Sheptoff Financial Planning held 5,942 shares of Colgate-Palmolive worth $513K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 1,622 Colgate-Palmolive shares in Q1 2026, an estimated $145K.
  • Colgate-Palmolive made up 0.27% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #60 holding.
  • Mark Sheptoff Financial Planning first reported a position in Colgate-Palmolive in Q1 2014 and has held it in 49 quarters since.
  • Mark Sheptoff Financial Planning's Colgate-Palmolive position peaked at $1.95M in Q2 2017.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.