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Mount Yale Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Mount Yale 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
Q2 		$528K Buy
5,763
+28
+0.5% +$2.45K 0.01% 766
2026
Q1 		$489K Buy
5,735
+709
+14% +$63.2K 0.01% 728
2025
Q4 		$397K Buy
5,026
+963
+24% +$75.5K 0.02% 518
2025
Q3 		$325K Buy
4,063
+801
+25% +$68.3K 0.02% 508
2025
Q2 		$297K Sell
3,262
-310
-9% -$28.3K 0.02% 460
2025
Q1 		$335K Buy
3,572
+273
+8% +$24.4K 0.03% 407
2024
Q4 		$300K Buy
3,299
+173
+6% +$16.5K 0.02% 445
2024
Q3 		$324K Sell
3,126
-1,213
-28% -$124K 0.03% 412
2024
Q2 		$421K Buy
+4,339
New +$400K 0.03% 373
2020
Q4 		– Sell
-7,157
Closed -$552K – 399
2020
Q3 		$552K Buy
7,157
+362
+5% +$27.6K 0.08% 235
2020
Q2 		$498K Sell
6,795
-368
-5% -$26.1K 0.09% 227
2020
Q1 		$475K Buy
7,163
+1,236
+21% +$87.2K 0.11% 177
2019
Q4 		$437K Buy
5,927
+1,061
+22% +$72.3K 0.08% 233
2019
Q3 		$324K Buy
4,866
+491
+11% +$35.6K 0.06% 261
2019
Q2 		$308K Buy
4,375
+178
+4% +$12.6K 0.06% 262
2019
Q1 		$288K Sell
4,197
-67
-2% -$4.33K 0.05% 261
2018
Q4 		$281K Sell
4,264
-29
-0.7% -$1.81K 0.06% 266
2018
Q3 		$263K Buy
4,293
+485
+13% +$32.3K 0.05% 274
2018
Q2 		$247K Buy
+3,808
New +$249K 0.05% 278

Other funds holding CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mount Yale Investment Advisors's CL Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Colgate-Palmolive (CL) stake by 0.49% in Q2 2026, buying an estimated $2.45K and bringing the position to 5,763 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #766.

Mount Yale Investment Advisors first reported a position in CL in Q2 2018 and has held it in 19 quarters since. The position peaked at $552K in Q3 2020. 2,027 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Mount Yale Investment Advisors held 5,763 shares of Colgate-Palmolive worth $528K as of Q2 2026.
  • Mount Yale Investment Advisors bought 28 Colgate-Palmolive shares in Q2 2026, an estimated $2.45K.
  • Colgate-Palmolive made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #766 holding.
  • Mount Yale Investment Advisors first reported a position in Colgate-Palmolive in Q2 2018 and has held it in 19 quarters since.
  • Mount Yale Investment Advisors's Colgate-Palmolive position peaked at $552K in Q3 2020.
  • 2,027 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.