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Valmark Advisers’s Colgate-Palmolive CL Stock Holding History

Valmark 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
Q2 		$1.01M Buy
11,009
+24
+0.2% +$2.1K 0.01% 358
2026
Q1 		$936K Buy
10,985
+764
+7% +$68.1K 0.01% 360
2025
Q4 		$808K Sell
10,221
-1,001
-9% -$78.5K 0.01% 371
2025
Q3 		$897K Buy
11,222
+634
+6% +$54.1K 0.01% 347
2025
Q2 		$962K Buy
10,588
+232
+2% +$21.2K 0.01% 341
2025
Q1 		$970K Sell
10,356
-48
-0.5% -$4.3K 0.01% 318
2024
Q4 		$946K Buy
10,404
+70
+0.7% +$6.68K 0.01% 317
2024
Q3 		$1.07M Sell
10,334
-28
-0.3% -$2.85K 0.02% 291
2024
Q2 		$1.01M Sell
10,362
-42
-0.4% -$3.87K 0.02% 283
2024
Q1 		$937K Sell
10,404
-4
-0% -$339 0.02% 278
2023
Q4 		$830K Sell
10,408
-569
-5% -$42.8K 0.02% 282
2023
Q3 		$781K Buy
10,977
+85
+0.8% +$6.36K 0.02% 256
2023
Q2 		$839K Sell
10,892
-80
-0.7% -$6.19K 0.02% 251
2023
Q1 		$825K Buy
10,972
+4
+0% +$297 0.02% 244
2022
Q4 		$864K Buy
10,968
+2,644
+32% +$198K 0.02% 228
2022
Q3 		$585K Hold
8,324
– – 0.01% 262
2022
Q2 		$667K Sell
8,324
-38
-0.5% -$2.97K 0.01% 253
2022
Q1 		$634K Buy
8,362
+72
+0.9% +$5.7K 0.01% 272
2021
Q4 		$707K Buy
8,290
+164
+2% +$12.8K 0.01% 240
2021
Q3 		$614K Buy
8,126
+1
+0% +$79 0.01% 251
2021
Q2 		$661K Buy
8,125
+751
+10% +$61.4K 0.01% 247
2021
Q1 		$581K Sell
7,374
-88
-1% -$6.9K 0.01% 250
2020
Q4 		$638K Buy
+7,462
New +$617K 0.01% 226

Other funds holding CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Valmark Advisers's CL Position: Q2 2026 in Review

Valmark Advisers increased its Colgate-Palmolive (CL) stake by 0.22% in Q2 2026, buying an estimated $2.1K and bringing the position to 11,009 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #358.

Valmark Advisers first reported a position in CL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.07M in Q3 2024. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Valmark Advisers held 11,009 shares of Colgate-Palmolive worth $1.01M as of Q2 2026.
  • Valmark Advisers bought 24 Colgate-Palmolive shares in Q2 2026, an estimated $2.1K.
  • Colgate-Palmolive made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #358 holding.
  • Valmark Advisers first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 23 quarters since.
  • Valmark Advisers's Colgate-Palmolive position peaked at $1.07M in Q3 2024.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.