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Moneta Group Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Moneta Group Investment 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 		$1.21M Sell
14,189
-1,317
-8% -$117K 0.01% 339
2025
Q4 		$1.23M Buy
15,506
+114
+0.7% +$8.94K 0.01% 326
2025
Q3 		$1.23M Sell
15,392
-32
-0.2% -$2.73K 0.01% 311
2025
Q2 		$1.4M Buy
15,424
+133
+0.9% +$12.1K 0.02% 267
2025
Q1 		$1.43M Sell
15,291
-68
-0.4% -$6.09K 0.02% 249
2024
Q4 		$1.4M Buy
15,359
+1,269
+9% +$121K 0.02% 250
2024
Q3 		$1.46M Buy
14,090
+701
+5% +$71.4K 0.02% 239
2024
Q2 		$1.3M Buy
13,389
+482
+4% +$44.5K 0.02% 240
2024
Q1 		$1.16M Sell
12,907
-4,984
-28% -$422K 0.02% 249
2023
Q4 		$1.43M Sell
17,891
-42
-0.2% -$3.16K 0.03% 198
2023
Q3 		$1.28M Sell
17,933
-879
-5% -$65.7K 0.03% 198
2023
Q2 		$1.45M Buy
18,812
+441
+2% +$34.1K 0.03% 196
2023
Q1 		$1.38M Sell
18,371
-100
-0.5% -$7.44K 0.03% 188
2022
Q4 		$1.38M Buy
18,471
+791
+4% +$59.3K 0.04% 183
2022
Q3 		$1.24M Sell
17,680
-875
-5% -$68.6K 0.05% 174
2022
Q2 		$1.49M Buy
18,555
+4,695
+34% +$367K 0.05% 169
2022
Q1 		$1.05M Sell
13,860
-635
-4% -$50.3K 0.04% 198
2021
Q4 		$1.24M Buy
14,495
+1,158
+9% +$90.4K 0.05% 180
2021
Q3 		$1.01M Sell
13,337
-922
-6% -$73.2K 0.05% 195
2021
Q2 		$1.16M Buy
14,259
+77
+0.5% +$6.3K 0.05% 182
2021
Q1 		$1.12M Buy
14,182
+11,247
+383% +$882K 0.06% 165
2020
Q4 		$251K Sell
2,935
-526
-15% -$43.5K 0.02% 272
2020
Q3 		$267K Sell
3,461
-1,112
-24% -$84.8K 0.02% 231
2020
Q2 		$335K Buy
+4,573
New +$325K 0.03% 202
2020
Q1 		– Sell
-2,223
Closed -$153K – 243
2019
Q4 		$153K Buy
2,223
+60
+3% +$4.09K 0.01% 249
2019
Q3 		$159K Buy
+2,163
New +$157K 0.01% 246
2018
Q4 		– Sell
-8,598
Closed -$576K – 215
2018
Q3 		$576K Buy
8,598
+431
+5% +$28.7K 0.06% 137
2018
Q2 		$529K Buy
8,167
+6,634
+433% +$434K 0.06% 164
2018
Q1 		$110K Sell
1,533
-343
-18% -$24.7K 0.01% 233
2017
Q4 		$142K Buy
+1,876
New +$137K 0.02% 218
2015
Q4 		– Sell
-800
Closed -$51K – 191
2015
Q3 		$51K Buy
+800
New +$52.3K 0.01% 227
2015
Q2 		– Sell
-6,800
Closed -$472K – 131
2015
Q1 		$472K Sell
6,800
-800
-11% -$55.3K 0.2% 89
2014
Q4 		$526K Buy
7,600
+3,000
+65% +$203K 0.25% 65
2014
Q3 		$300K Buy
4,600
+1,600
+53% +$106K 0.16% 109
2014
Q2 		$205K Buy
+3,000
New +$201K 0.11% 131

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

Moneta Group Investment Advisors's CL Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Colgate-Palmolive (CL) stake by 8.5% in Q1 2026, selling an estimated $117K and leaving 14,189 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #339.

Moneta Group Investment Advisors first reported a position in CL in Q2 2014 and has held it in 35 quarters since. The position peaked at $1.49M in Q2 2022. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Moneta Group Investment Advisors held 14,189 shares of Colgate-Palmolive worth $1.21M as of Q1 2026.
  • Moneta Group Investment Advisors sold 1,317 Colgate-Palmolive shares in Q1 2026, an estimated $117K.
  • Colgate-Palmolive made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #339 holding.
  • Moneta Group Investment Advisors first reported a position in Colgate-Palmolive in Q2 2014 and has held it in 35 quarters since.
  • Moneta Group Investment Advisors's Colgate-Palmolive position peaked at $1.49M in Q2 2022.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.