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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
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 $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

Waverly Advisors's CL Position: Q1 2026 in Review

Waverly Advisors reduced its Colgate-Palmolive (CL) stake by 0.63% in Q1 2026, selling an estimated $96.8K and leaving 170,143 shares worth $14.5M. The position accounts for 0.11% of the portfolio, ranked #188.

Waverly Advisors first reported a position in CL in Q3 2013 and has held it in 19 quarters since. 1,945 funds tracked by Wall St. Rank hold CL as of Q1 2026.

  • Waverly Advisors held 170,143 shares of Colgate-Palmolive worth $14.5M as of Q1 2026.
  • Waverly Advisors sold 1,086 Colgate-Palmolive shares in Q1 2026, an estimated $96.8K.
  • Colgate-Palmolive made up 0.11% of Waverly Advisors's portfolio in Q1 2026, its #188 holding.
  • Waverly Advisors first reported a position in Colgate-Palmolive in Q3 2013 and has held it in 19 quarters since.
  • 1,945 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.