Valley National Advisers’s Colgate-Palmolive CL Stock Holding History

Valley National Advisers’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	$42K	Sell	504 -171	-25%	-$15.2K	0.01%	421
2025 Q4	$53K	Sell	675 -4	-0.6%	-$314	0.01%	394
2025 Q3	$54K	Sell	679 -4	-0.6%	-$341	0.01%	373
2025 Q2	$62K	Sell	683 -144	-17%	-$13.1K	0.01%	362
2025 Q1	$77K	Buy	827 +7	+0.9%	+$627	0.01%	324
2024 Q4	$74K	Sell	820 -166	-17%	-$15.8K	0.01%	312
2024 Q3	$102K	Sell	986 -251	-20%	-$25.6K	0.02%	283
2024 Q2	$120K	Sell	1,237 -4	-0.3%	-$369	0.02%	289
2024 Q1	$111K	Sell	1,241 -174	-12%	-$14.7K	0.02%	305
2023 Q4	$112K	Buy	1,415 +36	+3%	+$2.71K	0.02%	298
2023 Q3	$98K	Buy	1,379 +16	+1%	+$1.2K	0.02%	300
2023 Q2	$105K	Buy	1,363 +22	+2%	+$1.7K	0.02%	296
2023 Q1	$104K	Buy	1,341 +1	+0.1%	+$74	0.02%	292
2022 Q4	$103K	Hold	1,340	–	–	0.02%	300
2022 Q3	$98K	Hold	1,340	–	–	0.02%	300
2022 Q2	$106K	Buy	1,340 +197	+17%	+$15.4K	0.02%	275
2022 Q1	$87K	Hold	1,143	–	–	0.02%	297
2021 Q4	$98K	Hold	1,143	–	–	0.02%	291
2021 Q3	$86K	Hold	1,143	–	–	0.02%	295
2021 Q2	$93K	Hold	1,143	–	–	0.02%	288
2021 Q1	$90K	Buy	1,143 +30	+3%	+$2.35K	0.02%	282
2020 Q4	$95K	Hold	1,113	–	–	0.02%	262
2020 Q3	$86K	Hold	1,113	–	–	0.02%	242
2020 Q2	$82K	Hold	1,113	–	–	0.02%	239
2020 Q1	$74K	Buy	1,113 +364	+49%	+$25.7K	0.02%	243
2019 Q4	$52K	Hold	749	–	–	0.01%	312
2019 Q3	$55K	Hold	749	–	–	0.02%	296
2019 Q2	$54K	Hold	749	–	–	0.01%	286
2019 Q1	$51K	Sell	749 -31	-4%	-$2K	0.01%	287
2018 Q4	$46K	Buy	780 +110	+16%	+$6.88K	0.01%	271
2018 Q3	$45K	Hold	670	–	–	0.02%	268
2018 Q2	$43K	Hold	670	–	–	0.02%	273
2018 Q1	$48K	Hold	670	–	–	0.02%	255
2017 Q4	$51K	Hold	670	–	–	0.02%	248
2017 Q3	$49K	Hold	670	–	–	0.02%	249
2017 Q2	$50K	Hold	670	–	–	0.02%	240
2017 Q1	$49K	Hold	670	–	–	0.02%	236
2016 Q4	$44K	Hold	670	–	–	0.02%	254
2016 Q3	$50K	Sell	670 -1,000	-60%	-$73.9K	0.03%	226
2016 Q2	$122K	Hold	1,670	–	–	0.06%	166
2016 Q1	$118K	Hold	1,670	–	–	0.06%	166
2015 Q4	$111K	Hold	1,670	–	–	0.07%	168
2015 Q3	$106K	Hold	1,670	–	–	0.06%	168
2015 Q2	$109K	Hold	1,670	–	–	0.06%	176
2015 Q1	$116K	Sell	1,670 -1,070	-39%	-$74K	0.07%	158
2014 Q4	$179K	Buy	+2,740	New	+$185K	0.13%	104

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

Valley National Advisers's CL Position: Q1 2026 in Review

Valley National Advisers reduced its Colgate-Palmolive (CL) stake by 25% in Q1 2026, selling an estimated $15.2K and leaving 504 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #421.

Valley National Advisers first reported a position in CL in Q4 2014 and has held it in 46 quarters since. The position peaked at $179K in Q4 2014. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Valley National Advisers held 504 shares of Colgate-Palmolive worth $42K as of Q1 2026.
Valley National Advisers sold 171 Colgate-Palmolive shares in Q1 2026, an estimated $15.2K.
Colgate-Palmolive made up 0.01% of Valley National Advisers's portfolio in Q1 2026, its #421 holding.
Valley National Advisers first reported a position in Colgate-Palmolive in Q4 2014 and has held it in 46 quarters since.
Valley National Advisers's Colgate-Palmolive position peaked at $179K in Q4 2014.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.