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PDS Planning’s Colgate-Palmolive CL Stock Holding History

PDS Planning’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 		$380K Sell
4,460
-796
-15% -$70.9K 0.03% 328
2025
Q4 		$415K Buy
5,256
+307
+6% +$24.1K 0.03% 303
2025
Q3 		$396K Sell
4,949
-682
-12% -$58.2K 0.03% 297
2025
Q2 		$512K Buy
5,631
+2,402
+74% +$219K 0.04% 231
2025
Q1 		$303K Buy
3,229
+448
+16% +$40.1K 0.03% 324
2024
Q4 		$253K Sell
2,781
-121
-4% -$11.5K 0.02% 340
2024
Q3 		$301K Buy
2,902
+49
+2% +$4.99K 0.03% 294
2024
Q2 		$277K Buy
2,853
+37
+1% +$3.41K 0.03% 278
2024
Q1 		$254K Buy
2,816
+42
+2% +$3.56K 0.03% 299
2023
Q4 		$221K Sell
2,774
-82
-3% -$6.17K 0.03% 308
2023
Q3 		$203K Buy
2,856
+30
+1% +$2.24K 0.03% 303
2023
Q2 		$218K Buy
+2,826
New +$219K 0.03% 275
2020
Q3 		– Sell
-2,770
Closed -$203K – 142
2020
Q2 		$203K Buy
+2,770
New +$197K 0.09% 118

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

PDS Planning's CL Position: Q1 2026 in Review

PDS Planning reduced its Colgate-Palmolive (CL) stake by 15% in Q1 2026, selling an estimated $70.9K and leaving 4,460 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #328.

PDS Planning first reported a position in CL in Q2 2020 and has held it in 13 quarters since. The position peaked at $512K in Q2 2025. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • PDS Planning held 4,460 shares of Colgate-Palmolive worth $380K as of Q1 2026.
  • PDS Planning sold 796 Colgate-Palmolive shares in Q1 2026, an estimated $70.9K.
  • Colgate-Palmolive made up 0.03% of PDS Planning's portfolio in Q1 2026, its #328 holding.
  • PDS Planning first reported a position in Colgate-Palmolive in Q2 2020 and has held it in 13 quarters since.
  • PDS Planning's Colgate-Palmolive position peaked at $512K in Q2 2025.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.