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

Moran 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	–	Sell	-192,436	Closed	-$15.2M	–	490
2025 Q4	$15.2M	Sell	192,436 -3,583	-2%	-$281K	0.47%	64
2025 Q3	$15.7M	Buy	196,019 +28,454	+17%	+$2.43M	0.47%	65
2025 Q2	$15.2M	Buy	167,565 +160,039	+2,126%	+$14.6M	0.47%	61
2025 Q1	$705K	Sell	7,526 -113	-1%	-$10.1K	0.02%	334
2024 Q4	$694K	Sell	7,639 -99	-1%	-$9.45K	0.02%	334
2024 Q3	$803K	Buy	7,738 +2,684	+53%	+$274K	0.02%	314
2024 Q2	$490K	Buy	5,054 +1,616	+47%	+$149K	0.02%	342
2024 Q1	$310K	Buy	+3,438	New	+$291K	0.01%	377
2023 Q3	–	Sell	-279,515	Closed	-$21.5M	–	375
2023 Q2	$21.5M	Buy	279,515 +16,644	+6%	+$1.29M	0.81%	29
2023 Q1	$19.8M	Buy	262,871 +137,072	+109%	+$10.2M	0.75%	37
2022 Q4	$9.91M	Buy	+125,799	New	+$9.43M	0.38%	86

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

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

Moran Wealth Management sold out of Colgate-Palmolive (CL) in Q1 2026, closing a stake of 192,436 shares — an estimated $15.2M sold.

Moran Wealth Management first reported a position in CL in Q4 2022 and held it in 11 quarters. The position peaked at $21.5M in Q2 2023. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Moran Wealth Management reported no remaining Colgate-Palmolive position as of Q1 2026 after selling out during the quarter.
Moran Wealth Management sold 192,436 Colgate-Palmolive shares in Q1 2026, an estimated $15.2M.
Moran Wealth Management first reported a position in Colgate-Palmolive in Q4 2022 and held it in 11 quarters.
Moran Wealth Management's Colgate-Palmolive position peaked at $21.5M in Q2 2023.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.