Private Advisory Group’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
$306K Sell
3,593
-3,422
-49% -$305K 0.02% 241
2025
Q4
$554K Buy
7,015
+3,622
+107% +$284K 0.04% 155
2025
Q3
$271K Buy
3,393
+268
+9% +$22.9K 0.02% 193
2025
Q2
$284K Buy
+3,125
New +$285K 0.03% 181

Other funds holding CL

Private Advisory Group's CL Position: Q1 2026 in Review

Private Advisory Group reduced its Colgate-Palmolive (CL) stake by 49% in Q1 2026, selling an estimated $305K and leaving 3,593 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #241.

Private Advisory Group first reported a position in CL in Q2 2025 and has held it in 4 quarters since. The position peaked at $554K in Q4 2025. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Private Advisory Group held 3,593 shares of Colgate-Palmolive worth $306K as of Q1 2026.
  • Private Advisory Group sold 3,422 Colgate-Palmolive shares in Q1 2026, an estimated $305K.
  • Colgate-Palmolive made up 0.02% of Private Advisory Group's portfolio in Q1 2026, its #241 holding.
  • Private Advisory Group first reported a position in Colgate-Palmolive in Q2 2025 and has held it in 4 quarters since.
  • Private Advisory Group's Colgate-Palmolive position peaked at $554K in Q4 2025.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.