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Medallion Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Medallion Wealth 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
Q1 		$41.3K Hold
485
– – 0.01% 507
2025
Q4 		$38.3K Hold
485
– – 0.01% 510
2025
Q3 		$38.8K Hold
485
– – 0.01% 509
2025
Q2 		$44.6K Hold
485
– – 0.02% 481
2025
Q1 		$45.5K Buy
485
+25
+5% +$2.24K 0.02% 444
2024
Q4 		$42K Buy
+460
New +$43.9K 0.02% 441

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

Medallion Wealth Advisors's CL Position: Q1 2026 in Review

Medallion Wealth Advisors held its Colgate-Palmolive (CL) position steady in Q1 2026 at 485 shares worth $41.3K. The position accounts for 0.01% of the portfolio, ranked #507.

Medallion Wealth Advisors first reported a position in CL in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.5K in Q1 2025. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Medallion Wealth Advisors held 485 shares of Colgate-Palmolive worth $41.3K as of Q1 2026.
  • Medallion Wealth Advisors left its Colgate-Palmolive share count unchanged in Q1 2026.
  • Colgate-Palmolive made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #507 holding.
  • Medallion Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Colgate-Palmolive position peaked at $45.5K in Q1 2025.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.