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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Valmark Advisers's CL Position: Q1 2026 in Review

Valmark Advisers increased its Colgate-Palmolive (CL) stake by 7.5% in Q1 2026, buying an estimated $68.1K and bringing the position to 10,985 shares worth $936K. The position accounts for 0.01% of the portfolio, ranked #360.

Valmark Advisers first reported a position in CL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.07M in Q3 2024. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Valmark Advisers held 10,985 shares of Colgate-Palmolive worth $936K as of Q1 2026.
  • Valmark Advisers bought 764 Colgate-Palmolive shares in Q1 2026, an estimated $68.1K.
  • Colgate-Palmolive made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #360 holding.
  • Valmark Advisers first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 22 quarters since.
  • Valmark Advisers's Colgate-Palmolive position peaked at $1.07M in Q3 2024.
  • 1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.