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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
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 $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

Mount Yale Investment Advisors's CL Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Colgate-Palmolive (CL) stake by 14% in Q1 2026, buying an estimated $63.2K and bringing the position to 5,735 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #728.

Mount Yale Investment Advisors first reported a position in CL in Q2 2018 and has held it in 18 quarters since. The position peaked at $552K in Q3 2020. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Mount Yale Investment Advisors held 5,735 shares of Colgate-Palmolive worth $489K as of Q1 2026.
  • Mount Yale Investment Advisors bought 709 Colgate-Palmolive shares in Q1 2026, an estimated $63.2K.
  • Colgate-Palmolive made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #728 holding.
  • Mount Yale Investment Advisors first reported a position in Colgate-Palmolive in Q2 2018 and has held it in 18 quarters since.
  • Mount Yale Investment Advisors's Colgate-Palmolive position peaked at $552K in Q3 2020.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.