Occidental Asset Management’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2,924
Closed -$231K 291
2025
Q4
$231K Buy
+2,924
New +$229K 0.03% 251
2025
Q3
Sell
-2,601
Closed -$236K 279
2025
Q2
$236K Sell
2,601
-80
-3% -$7.3K 0.03% 230
2025
Q1
$251K Sell
2,681
-926
-26% -$82.9K 0.04% 208
2024
Q4
$328K Buy
3,607
+28
+0.8% +$2.67K 0.05% 160
2024
Q3
$372K Buy
3,579
+719
+25% +$73.3K 0.06% 159
2024
Q2
$278K Buy
2,860
+205
+8% +$18.9K 0.05% 166
2024
Q1
$239K Sell
2,655
-867
-25% -$73.5K 0.04% 174
2023
Q4
$281K Sell
3,522
-281
-7% -$21.1K 0.06% 169
2023
Q3
$270K Hold
3,803
0.06% 168
2023
Q2
$293K Hold
3,803
0.07% 177
2023
Q1
$286K Hold
3,803
0.07% 166
2022
Q4
$300K Hold
3,803
0.08% 160
2022
Q3
$267K Hold
3,803
0.08% 154
2022
Q2
$305K Buy
3,803
+300
+9% +$23.5K 0.09% 147
2022
Q1
$266K Hold
3,503
0.07% 167
2021
Q4
$299K Hold
3,503
0.07% 171
2021
Q3
$265K Hold
3,503
0.07% 180
2021
Q2
$285K Hold
3,503
0.08% 173
2021
Q1
$276K Hold
3,503
0.08% 165
2020
Q4
$300K Buy
3,503
+221
+7% +$18.3K 0.1% 145
2020
Q3
$253K Hold
3,282
0.11% 128
2020
Q2
$240K Buy
+3,282
New +$233K 0.11% 128

Other funds holding CL

Occidental Asset Management's CL Position: Q1 2026 in Review

Occidental Asset Management sold out of Colgate-Palmolive (CL) in Q1 2026, closing a stake of 2,924 shares — an estimated $231K sold.

Occidental Asset Management first reported a position in CL in Q2 2020 and held it in 22 quarters. The position peaked at $372K in Q3 2024. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Occidental Asset Management reported no remaining Colgate-Palmolive position as of Q1 2026 after selling out during the quarter.
  • Occidental Asset Management sold 2,924 Colgate-Palmolive shares in Q1 2026, an estimated $231K.
  • Occidental Asset Management first reported a position in Colgate-Palmolive in Q2 2020 and held it in 22 quarters.
  • Occidental Asset Management's Colgate-Palmolive position peaked at $372K in Q3 2024.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.