Smith Salley Wealth 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
Q2 | $11.8M | Buy |
128,961
+3,536
| +3% | +$309K | 0.51% | 53 |
|
|
2026
Q1 | $10.7M | Buy |
125,425
+8,959
| +8% | +$798K | 0.54% | 52 |
|
|
2025
Q4 | $9.2M | Sell |
116,466
-9,321
| -7% | -$731K | 0.46% | 56 |
|
|
2025
Q3 | $10.1M | Buy |
125,787
+110,034
| +698% | +$9.39M | 0.52% | 49 |
|
|
2025
Q2 | $1.43M | Buy |
15,753
+654
| +4% | +$59.7K | 0.08% | 130 |
|
|
2025
Q1 | $1.41M | Buy |
15,099
+597
| +4% | +$53.5K | 0.09% | 120 |
|
|
2024
Q4 | $1.32M | Sell |
14,502
-290
| -2% | -$27.7K | 0.08% | 126 |
|
|
2024
Q3 | $1.54M | Buy |
+14,792
| New | +$1.51M | 0.1% | 116 |
|
|
2024
Q1 | – | Sell |
-8,741
| Closed | -$697K | – | 227 |
|
|
2023
Q4 | $697K | Hold |
8,741
| – | – | 0.05% | 161 |
|
|
2023
Q3 | $622K | Sell |
8,741
-186
| -2% | -$13.9K | 0.05% | 159 |
|
|
2023
Q2 | $688K | Sell |
8,927
-1,136
| -11% | -$87.9K | 0.05% | 146 |
|
|
2023
Q1 | $756K | Sell |
10,063
-475
| -5% | -$35.3K | 0.06% | 143 |
|
|
2022
Q4 | $830K | Buy |
10,538
+345
| +3% | +$25.9K | 0.07% | 137 |
|
|
2022
Q3 | $716K | Hold |
10,193
| – | – | 0.07% | 138 |
|
|
2022
Q2 | $817K | Buy |
10,193
+210
| +2% | +$16.4K | 0.07% | 139 |
|
|
2022
Q1 | $757K | Hold |
9,983
| – | – | 0.06% | 156 |
|
|
2021
Q4 | $852K | Sell |
9,983
-61
| -0.6% | -$4.76K | 0.06% | 157 |
|
|
2021
Q3 | $760K | Sell |
10,044
-1,877
| -16% | -$149K | 0.06% | 160 |
|
|
2021
Q2 | $970K | Sell |
11,921
-550
| -4% | -$45K | 0.08% | 144 |
|
|
2021
Q1 | $983K | Sell |
12,471
-2,945
| -19% | -$231K | 0.09% | 126 |
|
|
2020
Q4 | $1.32M | Buy |
15,416
+2,914
| +23% | +$241K | 0.13% | 104 |
|
|
2020
Q3 | $964K | Sell |
12,502
-2,065
| -14% | -$157K | 0.12% | 103 |
|
|
2020
Q2 | $1.07M | Sell |
14,567
-3,102
| -18% | -$220K | 0.14% | 97 |
|
|
2020
Q1 | $1.17M | Sell |
17,669
-2,860
| -14% | -$202K | 0.2% | 87 |
|
|
2019
Q4 | $1.41M | Buy |
20,529
+155
| +0.8% | +$10.6K | 0.19% | 90 |
|
|
2019
Q3 | $1.5M | Buy |
20,374
+259
| +1% | +$18.8K | 0.21% | 85 |
|
|
2019
Q2 | $1.44M | Buy |
20,115
+93
| +0.5% | +$6.6K | 0.22% | 85 |
|
|
2019
Q1 | $1.37M | Buy |
20,022
+63
| +0.3% | +$4.07K | 0.22% | 82 |
|
|
2018
Q4 | $1.19M | Sell |
19,959
-873
| -4% | -$54.6K | 0.22% | 85 |
|
|
2018
Q3 | $1.39M | Buy |
20,832
+74
| +0.4% | +$4.93K | 0.22% | 88 |
|
|
2018
Q2 | $1.35M | Buy |
20,758
+51
| +0.2% | +$3.34K | 0.23% | 85 |
|
|
2018
Q1 | $1.48M | Sell |
20,707
-346
| -2% | -$24.9K | 0.27% | 81 |
|
|
2017
Q4 | $1.59M | Sell |
21,053
-346
| -2% | -$25.3K | 0.28% | 81 |
|
|
2017
Q3 | $1.56M | Sell |
21,399
-274
| -1% | -$19.7K | 0.3% | 86 |
|
|
2017
Q2 | $1.61M | Sell |
21,673
-190
| -0.9% | -$14.1K | 0.32% | 87 |
|
|
2017
Q1 | $1.6M | Sell |
21,863
-471
| -2% | -$33K | 0.33% | 86 |
|
|
2016
Q4 | $1.46M | Sell |
22,334
-1,207
| -5% | -$82.8K | 0.3% | 85 |
|
|
2016
Q3 | $1.75M | Sell |
23,541
-158
| -0.7% | -$11.7K | 0.39% | 82 |
|
|
2016
Q2 | $1.74M | Sell |
23,699
-568
| -2% | -$40.4K | 0.4% | 77 |
|
|
2016
Q1 | $1.72M | Sell |
24,267
-756
| -3% | -$50.3K | 0.43% | 68 |
|
|
2015
Q4 | $1.67M | Sell |
25,023
-11
| -0% | -$732 | 0.42% | 75 |
|
|
2015
Q3 | $1.59M | Buy |
25,034
+1,234
| +5% | +$80.6K | 0.43% | 73 |
|
|
2015
Q2 | $1.56M | Sell |
23,800
-826
| -3% | -$56K | 0.4% | 76 |
|
|
2015
Q1 | $1.71M | Sell |
24,626
-2,428
| -9% | -$168K | 0.44% | 72 |
|
|
2014
Q4 | $1.87M | Sell |
27,054
-1,202
| -4% | -$81.2K | 0.49% | 65 |
|
|
2014
Q3 | $1.84M | Buy |
28,256
+2,199
| +8% | +$145K | 0.49% | 68 |
|
|
2014
Q2 | $1.78M | Buy |
+26,057
| New | +$1.75M | 0.47% | 73 |
|
Other funds holding CL
Smith Salley Wealth Management's CL Position: Q2 2026 in Review
Smith Salley Wealth Management increased its Colgate-Palmolive (CL) stake by 2.8% in Q2 2026, buying an estimated $309K and bringing the position to 128,961 shares worth $11.8M. The position accounts for 0.51% of the portfolio, ranked #53.
Smith Salley Wealth Management first reported a position in CL in Q2 2014 and has held it in 47 quarters since. 2,013 funds tracked by Wall St. Rank hold CL as of Q2 2026.
- Smith Salley Wealth Management held 128,961 shares of Colgate-Palmolive worth $11.8M as of Q2 2026.
- Smith Salley Wealth Management bought 3,536 Colgate-Palmolive shares in Q2 2026, an estimated $309K.
- Colgate-Palmolive made up 0.51% of Smith Salley Wealth Management's portfolio in Q2 2026, its #53 holding.
- Smith Salley Wealth Management first reported a position in Colgate-Palmolive in Q2 2014 and has held it in 47 quarters since.
- 2,013 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.
Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.