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Regal Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Regal 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 		$290K Buy
3,399
+92
+3% +$8.2K 0.02% 536
2025
Q4 		$261K Buy
3,307
+155
+5% +$12.2K 0.02% 540
2025
Q3 		$252K Sell
3,152
-193
-6% -$16.5K 0.02% 496
2025
Q2 		$304K Sell
3,345
-14
-0.4% -$1.28K 0.02% 421
2025
Q1 		$315K Sell
3,359
-3,687
-52% -$330K 0.03% 393
2024
Q4 		$641K Sell
7,046
-1,527
-18% -$146K 0.05% 290
2024
Q3 		$890K Buy
8,573
+835
+11% +$85.1K 0.06% 258
2024
Q2 		$751K Buy
7,738
+33
+0.4% +$3.04K 0.05% 299
2024
Q1 		$694K Buy
7,705
+131
+2% +$11.1K 0.05% 298
2023
Q4 		$604K Buy
7,574
+121
+2% +$9.1K 0.05% 292
2023
Q3 		$530K Sell
7,453
-41
-0.5% -$3.07K 0.04% 282
2023
Q2 		$577K Sell
7,494
-6
-0.1% -$464 0.05% 273
2023
Q1 		$564K Buy
7,500
+502
+7% +$37.3K 0.05% 270
2022
Q4 		$551K Buy
6,998
+494
+8% +$37K 0.05% 260
2022
Q3 		$457K Buy
6,504
+1,371
+27% +$108K 0.05% 284
2022
Q2 		$411K Buy
5,133
+621
+14% +$48.6K 0.04% 314
2022
Q1 		$343K Buy
4,512
+311
+7% +$24.6K 0.03% 372
2021
Q4 		$359K Buy
4,201
+90
+2% +$7.03K 0.03% 388
2021
Q3 		$311K Buy
4,111
+1,202
+41% +$95.4K 0.03% 415
2021
Q2 		$237K Buy
+2,909
New +$238K 0.02% 472
2021
Q1 		– Sell
-4,481
Closed -$383K – 80
2020
Q4 		$383K Buy
+4,481
New +$371K 0.04% 321
2020
Q1 		– Sell
-3,882
Closed -$267K – 64
2019
Q4 		$267K Sell
3,882
-554
-12% -$37.8K 0.05% 278
2019
Q3 		$326K Buy
4,436
+109
+3% +$7.91K 0.06% 241
2019
Q2 		$310K Sell
4,327
-246
-5% -$17.5K 0.06% 248
2019
Q1 		$313K Buy
+4,573
New +$295K 0.06% 239
2017
Q3 		– Sell
-2,947
Closed -$218K – 281
2017
Q2 		$218K Buy
+2,947
New +$219K 0.05% 240
2016
Q4 		– Sell
-3,626
Closed -$269K – 250
2016
Q3 		$269K Hold
3,626
– – 0.08% 221
2016
Q2 		$265K Hold
3,626
– – 0.07% 213
2016
Q1 		$256K Sell
3,626
-5,636
-61% -$375K 0.07% 214
2015
Q4 		$617K Buy
9,262
+1,802
+24% +$120K 0.16% 135
2015
Q3 		$473K Buy
7,460
+3,132
+72% +$205K 0.12% 154
2015
Q2 		$283K Buy
4,328
+385
+10% +$26.1K 0.08% 194
2015
Q1 		$273K Buy
3,943
+2,557
+184% +$177K 0.07% 210
2014
Q4 		$96K Buy
1,386
+279
+25% +$18.8K 0.03% 316
2014
Q3 		$72K Buy
+1,107
New +$73K 0.02% 354

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

Regal Investment Advisors's CL Position: Q1 2026 in Review

Regal Investment Advisors increased its Colgate-Palmolive (CL) stake by 2.8% in Q1 2026, buying an estimated $8.2K and bringing the position to 3,399 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #536.

Regal Investment Advisors first reported a position in CL in Q3 2014 and has held it in 35 quarters since. The position peaked at $890K in Q3 2024. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Regal Investment Advisors held 3,399 shares of Colgate-Palmolive worth $290K as of Q1 2026.
  • Regal Investment Advisors bought 92 Colgate-Palmolive shares in Q1 2026, an estimated $8.2K.
  • Colgate-Palmolive made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #536 holding.
  • Regal Investment Advisors first reported a position in Colgate-Palmolive in Q3 2014 and has held it in 35 quarters since.
  • Regal Investment Advisors's Colgate-Palmolive position peaked at $890K in Q3 2024.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.