Valeo Financial Advisors’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 | $1.21M | Sell |
13,154
-1,562
| -11% | -$137K | 0.03% | 274 |
|
|
2026
Q1 | $1.25M | Buy |
14,716
+2,257
| +18% | +$201K | 0.03% | 230 |
|
|
2025
Q4 | $985K | Buy |
12,459
+727
| +6% | +$57K | 0.02% | 304 |
|
|
2025
Q3 | $938K | Sell |
11,732
-469
| -4% | -$40K | 0.02% | 318 |
|
|
2025
Q2 | $1.11M | Buy |
12,201
+89
| +0.7% | +$8.13K | 0.03% | 277 |
|
|
2025
Q1 | $1.13M | Buy |
12,112
+474
| +4% | +$42.4K | 0.03% | 237 |
|
|
2024
Q4 | $1.06M | Sell |
11,638
-290
| -2% | -$27.7K | 0.03% | 249 |
|
|
2024
Q3 | $1.24M | Buy |
11,928
+135
| +1% | +$13.8K | 0.04% | 222 |
|
|
2024
Q2 | $1.14M | Buy |
11,793
+241
| +2% | +$22.2K | 0.04% | 218 |
|
|
2024
Q1 | $1.03M | Buy |
11,552
+678
| +6% | +$57.4K | 0.04% | 236 |
|
|
2023
Q4 | $867K | Buy |
10,874
+713
| +7% | +$53.6K | 0.04% | 250 |
|
|
2023
Q3 | $723K | Sell |
10,161
-445
| -4% | -$33.3K | 0.03% | 256 |
|
|
2023
Q2 | $817K | Sell |
10,606
-215
| -2% | -$16.6K | 0.04% | 232 |
|
|
2023
Q1 | $813K | Buy |
10,821
+1,526
| +16% | +$113K | 0.04% | 244 |
|
|
2022
Q4 | $732K | Buy |
9,295
+963
| +12% | +$72.2K | 0.04% | 229 |
|
|
2022
Q3 | $585K | Buy |
8,332
+182
| +2% | +$14.3K | 0.04% | 235 |
|
|
2022
Q2 | $653K | Sell |
8,150
-593
| -7% | -$46.4K | 0.04% | 215 |
|
|
2022
Q1 | $663K | Buy |
8,743
+2,330
| +36% | +$185K | 0.03% | 268 |
|
|
2021
Q4 | $547K | Sell |
6,413
-1,519
| -19% | -$119K | 0.03% | 285 |
|
|
2021
Q3 | $599K | Buy |
7,932
+4,773
| +151% | +$379K | 0.03% | 263 |
|
|
2021
Q2 | $257K | Sell |
3,159
-1
| -0% | -$82 | 0.02% | 388 |
|
|
2021
Q1 | $249K | Sell |
3,160
-248
| -7% | -$19.4K | 0.01% | 392 |
|
|
2020
Q4 | $291K | Sell |
3,408
-88
| -3% | -$7.28K | 0.02% | 338 |
|
|
2020
Q3 | $270K | Sell |
3,496
-632
| -15% | -$48.2K | 0.02% | 273 |
|
|
2020
Q2 | $302K | Buy |
4,128
+135
| +3% | +$9.59K | 0.03% | 251 |
|
|
2020
Q1 | $279K | Sell |
3,993
-690
| -15% | -$48.7K | 0.03% | 237 |
|
|
2019
Q4 | $322K | Sell |
4,683
-300
| -6% | -$20.5K | 0.03% | 244 |
|
|
2019
Q3 | $366K | Hold |
4,983
| – | – | 0.04% | 206 |
|
|
2019
Q2 | $357K | Buy |
4,983
+37
| +0.7% | +$2.63K | 0.04% | 209 |
|
|
2019
Q1 | $339K | Buy |
4,946
+11
| +0.2% | +$711 | 0.04% | 206 |
|
|
2018
Q4 | $294K | Sell |
4,935
-589
| -11% | -$36.9K | 0.04% | 214 |
|
|
2018
Q3 | $329K | Sell |
5,524
-1,600
| -22% | -$107K | 0.04% | 207 |
|
|
2018
Q2 | $467K | Buy |
7,124
+147
| +2% | +$9.62K | 0.07% | 178 |
|
|
2018
Q1 | $500K | Buy |
6,977
+1,111
| +19% | +$80K | 0.08% | 148 |
|
|
2017
Q4 | $443K | Buy |
5,866
+1,252
| +27% | +$91.4K | 0.07% | 157 |
|
|
2017
Q3 | $336K | Buy |
+4,614
| New | +$333K | 0.08% | 162 |
|
Other funds holding CL
SP
PAM
CIM
AAMU
JIC
WG
Valeo Financial Advisors's CL Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Colgate-Palmolive (CL) stake by 11% in Q2 2026, selling an estimated $137K and leaving 13,154 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #274.
Valeo Financial Advisors first reported a position in CL in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.25M in Q1 2026. 597 funds tracked by Wall St. Rank hold CL as of Q2 2026.
- Valeo Financial Advisors held 13,154 shares of Colgate-Palmolive worth $1.21M as of Q2 2026.
- Valeo Financial Advisors sold 1,562 Colgate-Palmolive shares in Q2 2026, an estimated $137K.
- Colgate-Palmolive made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #274 holding.
- Valeo Financial Advisors first reported a position in Colgate-Palmolive in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Colgate-Palmolive position peaked at $1.25M in Q1 2026.
- 597 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.