Strategic Financial Services’s Colgate-Palmolive CL Stock Holding History

Strategic Financial Services’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	$231K	Hold	2,710	–	–	0.01%	138
2025 Q4	$256K	Hold	2,710	–	–	0.01%	125
2025 Q3	$217K	Hold	2,710	–	–	0.01%	133
2025 Q2	$246K	Hold	2,710	–	–	0.01%	127
2025 Q1	$254K	Hold	2,710	–	–	0.01%	118
2024 Q4	$246K	Hold	2,710	–	–	0.01%	120
2024 Q3	$281K	Hold	2,710	–	–	0.02%	118
2024 Q2	$263K	Hold	2,710	–	–	0.02%	116
2024 Q1	$244K	Hold	2,710	–	–	0.02%	114
2023 Q4	$216K	Buy	+2,710	New	+$204K	0.02%	124
2023 Q3	–	Sell	-3,152	Closed	-$241K	–	122
2023 Q2	$241K	Hold	3,152	–	–	0.02%	115
2023 Q1	$237K	Hold	3,152	–	–	0.02%	113
2022 Q4	$248K	Hold	3,152	–	–	0.02%	115
2022 Q3	$221K	Sell	3,152 -650	-17%	-$51K	0.02%	123
2022 Q2	$305K	Buy	3,802 +242	+7%	+$18.9K	0.03%	109
2022 Q1	$270K	Buy	3,560 +100	+3%	+$7.92K	0.02%	117
2021 Q4	$295K	Sell	3,460 -335	-9%	-$26.2K	0.02%	115
2021 Q3	$287K	Sell	3,795 -296	-7%	-$23.5K	0.02%	111
2021 Q2	$333K	Sell	4,091 -229	-5%	-$18.7K	0.03%	112
2021 Q1	$341K	Sell	4,320 -260	-6%	-$20.4K	0.03%	110
2020 Q4	$392K	Hold	4,580	–	–	0.04%	103
2020 Q3	$353K	Buy	4,580 +200	+5%	+$15.2K	0.04%	100
2020 Q2	$321K	Hold	4,380	–	–	0.04%	107
2020 Q1	$291K	Sell	4,380 -225	-5%	-$15.9K	0.04%	105
2019 Q4	$317K	Sell	4,605 -360	-7%	-$24.5K	0.04%	119
2019 Q3	$365K	Hold	4,965	–	–	0.05%	117
2019 Q2	$356K	Hold	4,965	–	–	0.05%	113
2019 Q1	$340K	Sell	4,965 -41,778	-89%	-$2.7M	0.05%	111
2018 Q4	$2.78M	Sell	46,743 -728	-2%	-$45.5K	0.44%	60
2018 Q3	$3.18M	Sell	47,471 -1,695	-3%	-$113K	0.47%	61
2018 Q2	$3.19M	Buy	49,166 +1,168	+2%	+$76.4K	0.49%	60
2018 Q1	$3.44M	Sell	47,998 -462	-1%	-$33.2K	0.56%	56
2017 Q4	$3.66M	Sell	48,460 -535	-1%	-$39.1K	0.58%	57
2017 Q3	$3.57M	Sell	48,995 -150	-0.3%	-$10.8K	0.59%	58
2017 Q2	$3.64M	Buy	49,145 +285	+0.6%	+$21.2K	0.64%	50
2017 Q1	$3.58M	Buy	48,860 +5	+0%	+$350	0.65%	52
2016 Q4	$3.2M	Sell	48,855 -90	-0.2%	-$6.17K	0.61%	56
2016 Q3	$3.63M	Sell	48,945 -8,300	-14%	-$614K	0.72%	40
2016 Q2	$4.26M	Sell	57,245 -1,475	-3%	-$105K	0.85%	26
2016 Q1	$4.15M	Buy	58,720 +3,315	+6%	+$221K	0.96%	21
2015 Q4	$3.69M	Buy	55,405 +840	+2%	+$55.9K	0.97%	32
2015 Q3	$3.46M	Sell	54,565 -41,992	-43%	-$2.74M	0.96%	31
2015 Q2	$6.32M	Sell	96,557 -1,765	-2%	-$120K	1.77%	7
2015 Q1	$6.82M	Sell	98,322 -955	-1%	-$66K	1.76%	9
2014 Q4	$6.87M	Sell	99,277 -265	-0.3%	-$17.9K	1.87%	6
2014 Q3	$6.49M	Buy	99,542 +820	+0.8%	+$54.1K	1.81%	8
2014 Q2	$6.73M	Buy	98,722 +525	+0.5%	+$35.2K	1.86%	8
2014 Q1	$6.37M	Buy	98,197 +3,524	+4%	+$222K	1.87%	8
2013 Q4	$6.17M	Sell	94,673 -2,702	-3%	-$173K	1.96%	8
2013 Q3	$5.77M	Sell	97,375 -3,504	-3%	-$208K	1.94%	8
2013 Q2	$5.78M	Buy	+100,879	New	+$5.99M	2.04%	7

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

Strategic Financial Services's CL Position: Q1 2026 in Review

Strategic Financial Services held its Colgate-Palmolive (CL) position steady in Q1 2026 at 2,710 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #138.

Strategic Financial Services first reported a position in CL in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.87M in Q4 2014. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Strategic Financial Services held 2,710 shares of Colgate-Palmolive worth $231K as of Q1 2026.
Strategic Financial Services left its Colgate-Palmolive share count unchanged in Q1 2026.
Colgate-Palmolive made up 0.01% of Strategic Financial Services's portfolio in Q1 2026, its #138 holding.
Strategic Financial Services first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 51 quarters since.
Strategic Financial Services's Colgate-Palmolive position peaked at $6.87M in Q4 2014.
1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Strategic Financial Services's 13F filing for Q1 2026, filed 8 May 2026.