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Meridian Wealth Management’s Colgate-Palmolive CL Stock Holding History

Meridian Wealth Management’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 		$696K Sell
8,167
-250
-3% -$22.3K 0.02% 430
2025
Q4 		$665K Sell
8,417
-425
-5% -$33.3K 0.02% 435
2025
Q3 		$707K Sell
8,842
-554
-6% -$47.3K 0.03% 403
2025
Q2 		$854K Sell
9,396
-386
-4% -$35.2K 0.04% 334
2025
Q1 		$917K Sell
9,782
-2,171
-18% -$194K 0.04% 308
2024
Q4 		$1.09M Buy
11,953
+1,040
+10% +$99.2K 0.05% 280
2024
Q3 		$1.13M Buy
+10,913
New +$1.11M 0.06% 262
2024
Q2 		– Sell
-10,347
Closed -$932K – 327
2024
Q1 		$932K Sell
10,347
-516
-5% -$43.7K 0.16% 97
2023
Q4 		$866K Sell
10,863
-5,505
-34% -$414K 0.06% 283
2023
Q3 		$1.16M Buy
16,368
+7,258
+80% +$543K 0.07% 217
2023
Q2 		$702K Sell
9,110
-160
-2% -$12.4K 0.06% 260
2023
Q1 		$697K Buy
9,270
+11
+0.1% +$818 0.06% 262
2022
Q4 		$729K Buy
9,259
+4,318
+87% +$324K 0.07% 243
2022
Q3 		$347K Buy
4,941
+193
+4% +$15.1K 0.04% 337
2022
Q2 		$380K Buy
4,748
+593
+14% +$46.4K 0.03% 399
2022
Q1 		$315K Buy
4,155
+209
+5% +$16.6K 0.03% 302
2021
Q4 		$337K Buy
3,946
+131
+3% +$10.2K 0.04% 302
2021
Q3 		$288K Sell
3,815
-963
-20% -$76.5K 0.04% 312
2021
Q2 		$389K Buy
4,778
+259
+6% +$21.2K 0.05% 267
2021
Q1 		$356K Buy
4,519
+1,016
+29% +$79.6K 0.05% 259
2020
Q4 		$299K Buy
+3,503
New +$290K 0.05% 255
2019
Q3 		– Sell
-506
Closed -$363 – 244
2019
Q2 		$363 Buy
+506
New +$35.9K 0.01% 426

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

Meridian Wealth Management's CL Position: Q1 2026 in Review

Meridian Wealth Management reduced its Colgate-Palmolive (CL) stake by 3% in Q1 2026, selling an estimated $22.3K and leaving 8,167 shares worth $696K. The position accounts for 0.02% of the portfolio, ranked #430.

Meridian Wealth Management first reported a position in CL in Q2 2019 and has held it in 22 quarters since. The position peaked at $1.16M in Q3 2023. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Meridian Wealth Management held 8,167 shares of Colgate-Palmolive worth $696K as of Q1 2026.
  • Meridian Wealth Management sold 250 Colgate-Palmolive shares in Q1 2026, an estimated $22.3K.
  • Colgate-Palmolive made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #430 holding.
  • Meridian Wealth Management first reported a position in Colgate-Palmolive in Q2 2019 and has held it in 22 quarters since.
  • Meridian Wealth Management's Colgate-Palmolive position peaked at $1.16M in Q3 2023.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.