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Waverly Advisors’s Colgate-Palmolive CL Stock Holding History

Waverly Advisors’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 		$16.6M Buy
180,975
+10,832
+6% +$948K 0.1% 205
2026
Q1 		$14.5M Sell
170,143
-1,086
-0.6% -$96.8K 0.11% 188
2025
Q4 		$13.5M Buy
171,229
+66,926
+64% +$5.25M 0.11% 181
2025
Q3 		$8.34M Sell
104,303
-410
-0.4% -$35K 0.08% 227
2025
Q2 		$9.52M Sell
104,713
-3,810
-4% -$348K 0.1% 195
2025
Q1 		$10.2M Buy
108,523
+7,696
+8% +$689K 0.12% 180
2024
Q4 		$9.17M Buy
100,827
+3,378
+3% +$322K 0.14% 152
2024
Q3 		$10.1M Buy
97,449
+14,108
+17% +$1.44M 0.19% 118
2024
Q2 		$8.09M Buy
83,341
+75,818
+1,008% +$6.99M 0.16% 134
2024
Q1 		$677K Buy
7,523
+3,675
+96% +$311K 0.02% 423
2023
Q4 		$307K Buy
3,848
+87
+2% +$6.54K 0.01% 355
2023
Q3 		$267K Buy
3,761
+319
+9% +$23.9K 0.01% 339
2023
Q2 		$265K Buy
+3,442
New +$266K 0.01% 313
2018
Q1 		– Sell
-111
Closed -$8K – 218
2017
Q4 		$8K Buy
+111
New +$8.11K ﹤0.01% 338
2015
Q3 		– Sell
-103
Closed -$7K – 428
2015
Q2 		$7K Hold
103
– – ﹤0.01% 294
2015
Q1 		$7K Sell
103
-68
-40% -$4.7K ﹤0.01% 287
2014
Q4 		$12K Hold
171
– – 0.01% 272
2014
Q3 		$11K Buy
+171
New +$11.3K 0.01% 447
2014
Q1 		– Sell
-2,375
Closed -$155K – 709
2013
Q4 		$155K Sell
2,375
-75
-3% -$4.8K 0.05% 169
2013
Q3 		$145K Buy
+2,450
New +$145K 0.07% 120

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

Waverly Advisors's CL Position: Q2 2026 in Review

Waverly Advisors increased its Colgate-Palmolive (CL) stake by 6.4% in Q2 2026, buying an estimated $948K and bringing the position to 180,975 shares worth $16.6M. The position accounts for 0.1% of the portfolio, ranked #205.

Waverly Advisors first reported a position in CL in Q3 2013 and has held it in 20 quarters since. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Waverly Advisors held 180,975 shares of Colgate-Palmolive worth $16.6M as of Q2 2026.
  • Waverly Advisors bought 10,832 Colgate-Palmolive shares in Q2 2026, an estimated $948K.
  • Colgate-Palmolive made up 0.1% of Waverly Advisors's portfolio in Q2 2026, its #205 holding.
  • Waverly Advisors first reported a position in Colgate-Palmolive in Q3 2013 and has held it in 20 quarters since.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.