Stegent Equity Advisors’s Colgate-Palmolive CL Stock Holding History

Stegent Equity 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	–	Sell	-3,273	Closed	-$259K	–	108
2025 Q4	$259K	Buy	3,273 +603	+23%	+$47.3K	0.2%	104
2025 Q3	$213K	Buy	+2,670	New	+$228K	0.17%	109
2025 Q2	–	Sell	-4,958	Closed	-$465K	–	106
2025 Q1	$465K	Sell	4,958 -8,588	-63%	-$769K	0.47%	62
2024 Q4	$1.23M	Buy	13,546 +2,579	+24%	+$246K	1.25%	30
2024 Q3	$1.14M	Buy	10,967 +8,309	+313%	+$847K	1.26%	27
2024 Q2	$258K	Buy	+2,658	New	+$245K	0.27%	73

Other funds holding CL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Stegent Equity Advisors's CL Position: Q1 2026 in Review

Stegent Equity Advisors sold out of Colgate-Palmolive (CL) in Q1 2026, closing a stake of 3,273 shares — an estimated $259K sold.

Stegent Equity Advisors first reported a position in CL in Q2 2024 and held it in 6 quarters. The position peaked at $1.23M in Q4 2024. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Stegent Equity Advisors reported no remaining Colgate-Palmolive position as of Q1 2026 after selling out during the quarter.
Stegent Equity Advisors sold 3,273 Colgate-Palmolive shares in Q1 2026, an estimated $259K.
Stegent Equity Advisors first reported a position in Colgate-Palmolive in Q2 2024 and held it in 6 quarters.
Stegent Equity Advisors's Colgate-Palmolive position peaked at $1.23M in Q4 2024.
1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.