Wescott Financial Advisory Group’s Colgate-Palmolive CL Stock Holding History

Wescott Financial Advisory Group’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	$314K	Buy	3,680 +84	+2%	+$7.49K	0.03%	155
2025 Q4	$284K	Sell	3,596 -440	-11%	-$34.5K	0.02%	160
2025 Q3	$323K	Buy	4,036 +481	+14%	+$41K	0.03%	145
2025 Q2	$323K	Buy	3,555 +111	+3%	+$10.1K	0.03%	142
2025 Q1	$323K	Sell	3,444 -73	-2%	-$6.54K	0.03%	135
2024 Q4	$320K	Buy	3,517 +119	+4%	+$11.4K	0.03%	136
2024 Q3	$353K	Buy	3,398 +11	+0.3%	+$1.12K	0.04%	139
2024 Q2	$329K	Buy	3,387 +35	+1%	+$3.23K	0.04%	137
2024 Q1	$302K	Buy	3,352 +3	+0.1%	+$254	0.04%	138
2023 Q4	$267K	Buy	3,349 +4	+0.1%	+$301	0.04%	142
2023 Q3	$238K	Hold	3,345	–	–	0.04%	141
2023 Q2	$258K	Sell	3,345 -29	-0.9%	-$2.25K	0.05%	140
2023 Q1	$254K	Buy	+3,374	New	+$251K	0.06%	135

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

Wescott Financial Advisory Group's CL Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Colgate-Palmolive (CL) stake by 2.3% in Q1 2026, buying an estimated $7.49K and bringing the position to 3,680 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #155.

Wescott Financial Advisory Group first reported a position in CL in Q1 2023 and has held it in 13 quarters since. The position peaked at $353K in Q3 2024. 1,946 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Wescott Financial Advisory Group held 3,680 shares of Colgate-Palmolive worth $314K as of Q1 2026.
Wescott Financial Advisory Group bought 84 Colgate-Palmolive shares in Q1 2026, an estimated $7.49K.
Colgate-Palmolive made up 0.03% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #155 holding.
Wescott Financial Advisory Group first reported a position in Colgate-Palmolive in Q1 2023 and has held it in 13 quarters since.
Wescott Financial Advisory Group's Colgate-Palmolive position peaked at $353K in Q3 2024.
1,946 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.