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

Modera 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	$7.68M	Sell	90,159 -5,389	-6%	-$480K	0.09%	147
2025 Q4	$7.55M	Sell	95,548 -4,872	-5%	-$382K	0.09%	148
2025 Q3	$8.03M	Sell	100,420 -7,890	-7%	-$673K	0.09%	145
2025 Q2	$9.85M	Sell	108,310 -7,257	-6%	-$663K	0.12%	128
2025 Q1	$10.8M	Buy	115,567 +3,544	+3%	+$317K	0.15%	114
2024 Q4	$10.2M	Sell	112,023 -8,538	-7%	-$815K	0.12%	117
2024 Q3	$12.5M	Sell	120,561 -4,500	-4%	-$459K	0.16%	101
2024 Q2	$12.1M	Sell	125,061 -8,546	-6%	-$788K	0.18%	100
2024 Q1	$12M	Sell	133,607 -1,328	-1%	-$113K	0.18%	100
2023 Q4	$10.8M	Sell	134,935 -5,053	-4%	-$380K	0.18%	102
2023 Q3	$9.95M	Sell	139,988 -7,339	-5%	-$549K	0.19%	102
2023 Q2	$11.4M	Buy	147,327 +128,416	+679%	+$9.94M	0.21%	96
2023 Q1	$1.42M	Sell	18,911 -120	-0.6%	-$8.92K	0.06%	119
2022 Q4	$1.5M	Sell	19,031 -144	-0.8%	-$10.8K	0.06%	114
2022 Q3	$1.35M	Buy	19,175 +28	+0.1%	+$2.2K	0.07%	111
2022 Q2	$1.53M	Sell	19,147 -1,154	-6%	-$90.2K	0.07%	110
2022 Q1	$1.54M	Sell	20,301 -4,727	-19%	-$374K	0.07%	119
2021 Q4	$2.14M	Buy	25,028 +5,722	+30%	+$447K	0.08%	113
2021 Q3	$1.46M	Buy	19,306 +510	+3%	+$40.5K	0.07%	85
2021 Q2	$1.53M	Hold	18,796	–	–	0.08%	81
2021 Q1	$1.48M	Sell	18,796 -1,695	-8%	-$133K	0.1%	75
2020 Q4	$1.75M	Buy	20,491 +14,308	+231%	+$1.18M	0.14%	66
2020 Q3	$477K	Buy	6,183 +297	+5%	+$22.6K	0.07%	93
2020 Q2	$431K	Buy	5,886 +52	+0.9%	+$3.69K	0.07%	93
2020 Q1	$387K	Buy	5,834 +1,492	+34%	+$105K	0.08%	95
2019 Q4	$299K	Hold	4,342	–	–	0.05%	103
2019 Q3	$319K	Sell	4,342 -385	-8%	-$27.9K	0.05%	95
2019 Q2	$339K	Sell	4,727 -1,950	-29%	-$138K	0.06%	96
2019 Q1	$458K	Buy	6,677 +1,985	+42%	+$128K	0.09%	78
2018 Q4	$279K	Hold	4,692	–	–	0.06%	100
2018 Q3	$314K	Hold	4,692	–	–	0.06%	99
2018 Q2	$304K	Sell	4,692 -23	-0.5%	-$1.5K	0.06%	100
2018 Q1	$338K	Buy	4,715 +1	+0%	+$72	0.07%	88
2017 Q4	$356K	Hold	4,714	–	–	0.08%	84
2017 Q3	$343K	Hold	4,714	–	–	0.08%	84
2017 Q2	$349K	Hold	4,714	–	–	0.08%	78
2017 Q1	$345K	Buy	4,714 +84	+2%	+$5.88K	0.09%	83
2016 Q4	$303K	Sell	4,630 -135	-3%	-$9.26K	0.1%	86
2016 Q3	$353K	Buy	4,765 +2	+0%	+$148	0.12%	75
2016 Q2	$349K	Buy	4,763 +1	+0%	+$71	0.12%	71
2016 Q1	$336K	Buy	4,762 +213	+5%	+$14.2K	0.12%	77
2015 Q4	$303K	Sell	4,549 -220	-5%	-$14.6K	0.12%	60
2015 Q3	$303K	Buy	4,769 +600	+14%	+$39.2K	0.13%	55
2015 Q2	$273K	Sell	4,169 -808	-16%	-$54.8K	0.11%	62
2015 Q1	$345K	Buy	4,977 +808	+19%	+$55.8K	0.13%	57
2014 Q4	$288K	Sell	4,169 -3,200	-43%	-$216K	0.11%	65
2014 Q3	$481K	Hold	7,369	–	–	0.2%	42
2014 Q2	$502K	Hold	7,369	–	–	0.23%	33
2014 Q1	$478K	Hold	7,369	–	–	0.19%	33
2013 Q4	$481K	Buy	7,369 +1	+0%	+$64	0.18%	45
2013 Q3	$437K	Hold	7,368	–	–	0.21%	34
2013 Q2	$422K	Buy	+7,368	New	+$437K	0.22%	34

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

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

Modera Wealth Management reduced its Colgate-Palmolive (CL) stake by 5.6% in Q1 2026, selling an estimated $480K and leaving 90,159 shares worth $7.68M. The position accounts for 0.09% of the portfolio, ranked #147.

Modera Wealth Management first reported a position in CL in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.5M in Q3 2024. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Modera Wealth Management held 90,159 shares of Colgate-Palmolive worth $7.68M as of Q1 2026.
Modera Wealth Management sold 5,389 Colgate-Palmolive shares in Q1 2026, an estimated $480K.
Colgate-Palmolive made up 0.09% of Modera Wealth Management's portfolio in Q1 2026, its #147 holding.
Modera Wealth Management first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 52 quarters since.
Modera Wealth Management's Colgate-Palmolive position peaked at $12.5M in Q3 2024.
1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

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