McKinley Carter Wealth Services’s Colgate-Palmolive CL Stock Holding History

McKinley Carter Wealth 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	$245K	Sell	2,880 -1,803	-39%	-$161K	0.01%	280
2025 Q4	$370K	Hold	4,683	–	–	0.02%	255
2025 Q3	$374K	Buy	4,683 +4	+0.1%	+$341	0.02%	251
2025 Q2	$425K	Buy	4,679 +45	+1%	+$4.11K	0.02%	231
2025 Q1	$434K	Hold	4,634	–	–	0.03%	219
2024 Q4	$421K	Hold	4,634	–	–	0.03%	216
2024 Q3	$481K	Hold	4,634	–	–	0.03%	214
2024 Q2	$450K	Sell	4,634 -66	-1%	-$6.09K	0.03%	217
2024 Q1	$423K	Hold	4,700	–	–	0.03%	224
2023 Q4	$375K	Sell	4,700 -167	-3%	-$12.6K	0.03%	230
2023 Q3	$346K	Buy	4,867 +40	+0.8%	+$2.99K	0.03%	234
2023 Q2	$372K	Hold	4,827	–	–	0.03%	232
2023 Q1	$363K	Sell	4,827 -80	-2%	-$5.95K	0.03%	234
2022 Q4	$387K	Hold	4,907	–	–	0.03%	228
2022 Q3	$345K	Sell	4,907 -51	-1%	-$4K	0.03%	221
2022 Q2	$397K	Sell	4,958 -80	-2%	-$6.26K	0.04%	215
2022 Q1	$382K	Hold	5,038	–	–	0.03%	222
2021 Q4	$430K	Hold	5,038	–	–	0.03%	205
2021 Q3	$381K	Sell	5,038 -418	-8%	-$33.2K	0.03%	214
2021 Q2	$444K	Hold	5,456	–	–	0.04%	199
2021 Q1	$430K	Buy	5,456 +1,066	+24%	+$83.6K	0.04%	205
2020 Q4	$375K	Hold	4,390	–	–	0.05%	188
2020 Q3	$339K	Hold	4,390	–	–	0.08%	110
2020 Q2	$322K	Hold	4,390	–	–	0.08%	110
2020 Q1	$291K	Hold	4,390	–	–	0.09%	118
2019 Q4	$302K	Sell	4,390 -67	-2%	-$4.57K	0.07%	135
2019 Q3	$328K	Hold	4,457	–	–	0.08%	131
2019 Q2	$319K	Hold	4,457	–	–	0.09%	131
2019 Q1	$305K	Sell	4,457 -113	-2%	-$7.3K	0.09%	130
2018 Q4	$272K	Buy	4,570 +1	+0%	+$63	0.09%	131
2018 Q3	$306K	Hold	4,569	–	–	0.09%	132
2018 Q2	$296K	Sell	4,569 -353	-7%	-$23.1K	0.1%	133
2018 Q1	$353K	Buy	4,922 +1,066	+28%	+$76.7K	0.12%	121
2017 Q4	$291K	Sell	3,856 -782	-17%	-$57.1K	0.1%	128
2017 Q3	$338K	Buy	4,638 +290	+7%	+$20.9K	0.13%	114
2017 Q2	$322K	Buy	4,348 +321	+8%	+$23.8K	0.14%	98
2017 Q1	$295K	Buy	4,027 +492	+14%	+$34.4K	0.14%	98
2016 Q4	$231K	Sell	3,535 -108	-3%	-$7.41K	0.12%	113
2016 Q3	$270K	Buy	3,643 +1	+0%	+$74	0.14%	99
2016 Q2	$267K	Buy	3,642 +102	+3%	+$7.26K	0.14%	103
2016 Q1	$250K	Buy	+3,540	New	+$236K	0.14%	108
2015 Q3	–	Sell	-3,255	Closed	-$213K	–	113
2015 Q2	$213K	Buy	+3,255	New	+$221K	0.12%	113
2014 Q1	–	Sell	-3,250	Closed	-$212K	–	99
2013 Q4	$212K	Sell	3,250 -397	-11%	-$25.4K	0.21%	105
2013 Q3	$216K	Buy	+3,647	New	+$216K	0.26%	80

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

McKinley Carter Wealth Services's CL Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Colgate-Palmolive (CL) stake by 39% in Q1 2026, selling an estimated $161K and leaving 2,880 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #280.

McKinley Carter Wealth Services first reported a position in CL in Q3 2013 and has held it in 44 quarters since. The position peaked at $481K in Q3 2024. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

McKinley Carter Wealth Services held 2,880 shares of Colgate-Palmolive worth $245K as of Q1 2026.
McKinley Carter Wealth Services sold 1,803 Colgate-Palmolive shares in Q1 2026, an estimated $161K.
Colgate-Palmolive made up 0.01% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #280 holding.
McKinley Carter Wealth Services first reported a position in Colgate-Palmolive in Q3 2013 and has held it in 44 quarters since.
McKinley Carter Wealth Services's Colgate-Palmolive position peaked at $481K in Q3 2024.
1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.