Winch Advisory Services’s Colgate-Palmolive CL Stock Holding History

Winch Advisory Services’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	$11K	Sell	129 -47	-27%	-$4.19K	﹤0.01%	309
2025 Q4	$13.9K	Sell	176 -38	-18%	-$2.98K	﹤0.01%	274
2025 Q3	$17.1K	Hold	214	–	–	﹤0.01%	252
2025 Q2	$19.4K	Buy	214 +1	+0.5%	+$91	﹤0.01%	238
2025 Q1	$20K	Hold	213	–	–	0.01%	225
2024 Q4	$19.4K	Hold	213	–	–	0.01%	231
2024 Q3	$22.1K	Hold	213	–	–	0.01%	212
2024 Q2	$20.7K	Hold	213	–	–	0.01%	208
2024 Q1	$19.2K	Hold	213	–	–	0.01%	214
2023 Q4	$17K	Buy	213 +1	+0.5%	+$75	0.01%	216
2023 Q3	$15K	Hold	212	–	–	0.01%	218
2023 Q2	$16K	Hold	212	–	–	0.01%	211
2023 Q1	$16K	Hold	212	–	–	0.01%	209
2022 Q4	$17K	Buy	212 +1	+0.5%	+$75	0.01%	197
2022 Q3	$15K	Hold	211	–	–	0.01%	193
2022 Q2	$17K	Sell	211 -2	-0.9%	-$156	0.01%	190
2022 Q1	$16K	Buy	213 +1	+0.5%	+$79	0.01%	218
2021 Q4	$18K	Sell	212 -88	-29%	-$6.87K	0.01%	215
2021 Q3	$23K	Buy	300 +51	+20%	+$4.05K	0.01%	194
2021 Q2	$20K	Hold	249	–	–	0.01%	195
2021 Q1	$20K	Buy	249 +1	+0.4%	+$78	0.01%	182
2020 Q4	$21K	Hold	248	–	–	0.01%	155
2020 Q3	$19K	Hold	248	–	–	0.01%	147
2020 Q2	$18K	Hold	248	–	–	0.01%	146
2020 Q1	$16K	Hold	248	–	–	0.01%	140
2019 Q4	$17K	Sell	248 -61	-20%	-$4.16K	0.01%	172
2019 Q3	$23K	Hold	309	–	–	0.01%	137
2019 Q2	$22K	Hold	309	–	–	0.01%	142
2019 Q1	$21K	Hold	309	–	–	0.01%	144
2018 Q4	$18K	Hold	309	–	–	0.01%	137
2018 Q3	$21K	Sell	309 -125	-29%	-$8.33K	0.01%	134
2018 Q2	$28K	Sell	434 -79	-15%	-$5.17K	0.02%	138
2018 Q1	$37K	Hold	513	–	–	0.02%	133
2017 Q4	$39K	Hold	513	–	–	0.02%	119
2017 Q3	$37K	Hold	513	–	–	0.02%	107
2017 Q2	$38K	Sell	513 -150	-23%	-$11.1K	0.02%	127
2017 Q1	$48K	Hold	663	–	–	0.03%	111
2016 Q4	$43K	Buy	663 +4	+0.6%	+$274	0.03%	100
2016 Q3	$49K	Buy	659 +4	+0.6%	+$296	0.04%	93
2016 Q2	$48K	Buy	655 +3	+0.5%	+$214	0.06%	81
2016 Q1	$46K	Buy	652 +4	+0.6%	+$266	0.07%	44
2015 Q4	$43K	Sell	648 -204	-24%	-$13.6K	0.05%	56
2015 Q3	$54K	Buy	852 +5	+0.6%	+$327	0.08%	47
2015 Q2	$55K	Buy	847 +4	+0.5%	+$271	0.03%	108
2015 Q1	$58K	Buy	+843	New	+$58.3K	0.03%	77
2014 Q4	–	Sell	-944	Closed	-$62K	–	59
2014 Q3	$62K	Buy	944 +4	+0.4%	+$264	0.04%	70
2014 Q2	$64K	Buy	940 +5	+0.5%	+$335	0.04%	87
2014 Q1	$61K	Buy	+935	New	+$58.9K	0.04%	100

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

Winch Advisory Services's CL Position: Q1 2026 in Review

Winch Advisory Services reduced its Colgate-Palmolive (CL) stake by 27% in Q1 2026, selling an estimated $4.19K and leaving 129 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Winch Advisory Services first reported a position in CL in Q1 2014 and has held it in 48 quarters since. The position peaked at $64K in Q2 2014. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Winch Advisory Services held 129 shares of Colgate-Palmolive worth $11K as of Q1 2026.
Winch Advisory Services sold 47 Colgate-Palmolive shares in Q1 2026, an estimated $4.19K.
Colgate-Palmolive made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #309 holding.
Winch Advisory Services first reported a position in Colgate-Palmolive in Q1 2014 and has held it in 48 quarters since.
Winch Advisory Services's Colgate-Palmolive position peaked at $64K in Q2 2014.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.