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

Soltis 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 		$987K Buy
11,579
+552
+5% +$49.2K 0.06% 223
2025
Q4 		$871K Buy
11,027
+373
+4% +$29.2K 0.06% 228
2025
Q3 		$852K Sell
10,654
-370
-3% -$31.6K 0.06% 222
2025
Q2 		$1M Buy
11,024
+546
+5% +$49.8K 0.08% 172
2025
Q1 		$982K Sell
10,478
-267
-2% -$23.9K 0.09% 171
2024
Q4 		$977K Buy
10,745
+8,480
+374% +$809K 0.09% 165
2024
Q3 		$235K Buy
+2,265
New +$231K 0.02% 323

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

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

Soltis Investment Advisors increased its Colgate-Palmolive (CL) stake by 5% in Q1 2026, buying an estimated $49.2K and bringing the position to 11,579 shares worth $987K. The position accounts for 0.06% of the portfolio, ranked #223.

Soltis Investment Advisors first reported a position in CL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1M in Q2 2025. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Soltis Investment Advisors held 11,579 shares of Colgate-Palmolive worth $987K as of Q1 2026.
  • Soltis Investment Advisors bought 552 Colgate-Palmolive shares in Q1 2026, an estimated $49.2K.
  • Colgate-Palmolive made up 0.06% of Soltis Investment Advisors's portfolio in Q1 2026, its #223 holding.
  • Soltis Investment Advisors first reported a position in Colgate-Palmolive in Q3 2024 and has held it in 7 quarters since.
  • Soltis Investment Advisors's Colgate-Palmolive position peaked at $1M in Q2 2025.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.