RC
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Roundview Capital’s Colgate-Palmolive CL Stock Holding History

Roundview Capital’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 		$237K Sell
2,784
-400
-13% -$35.6K 0.01% 321
2025
Q4 		$252K Sell
3,184
-380
-11% -$29.8K 0.02% 304
2025
Q3 		$285K Hold
3,564
– – 0.02% 303
2025
Q2 		$324K Buy
3,564
+35
+1% +$3.19K 0.02% 283
2025
Q1 		$331K Sell
3,529
-194
-5% -$17.4K 0.02% 276
2024
Q4 		$338K Buy
3,723
+962
+35% +$91.8K 0.02% 292
2024
Q3 		$287K Buy
2,761
+170
+7% +$17.3K 0.02% 305
2024
Q2 		$251K Buy
2,591
+55
+2% +$5.07K 0.02% 302
2024
Q1 		$228K Buy
+2,536
New +$215K 0.02% 300
2022
Q1 		– Sell
-2,467
Closed -$211K – 296
2021
Q4 		$211K Buy
+2,467
New +$193K 0.02% 291

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

Roundview Capital's CL Position: Q1 2026 in Review

Roundview Capital reduced its Colgate-Palmolive (CL) stake by 13% in Q1 2026, selling an estimated $35.6K and leaving 2,784 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #321.

Roundview Capital first reported a position in CL in Q4 2021 and has held it in 10 quarters since. The position peaked at $338K in Q4 2024. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Roundview Capital held 2,784 shares of Colgate-Palmolive worth $237K as of Q1 2026.
  • Roundview Capital sold 400 Colgate-Palmolive shares in Q1 2026, an estimated $35.6K.
  • Colgate-Palmolive made up 0.01% of Roundview Capital's portfolio in Q1 2026, its #321 holding.
  • Roundview Capital first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 10 quarters since.
  • Roundview Capital's Colgate-Palmolive position peaked at $338K in Q4 2024.
  • 1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.