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Advisor OS’s Colgate-Palmolive CL Stock Holding History

Advisor OS’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 		$451K Buy
5,287
+851
+19% +$75.8K 0.03% 324
2025
Q4 		$351K Buy
+4,436
New +$348K 0.03% 349
2025
Q3 		– Sell
-2,388
Closed -$217K – 485
2025
Q2 		$217K Buy
+2,388
New +$218K 0.02% 411
2025
Q1 		– Sell
-2,304
Closed -$209K – 433
2024
Q4 		$209K Buy
2,304
+65
+3% +$6.2K 0.02% 393
2024
Q3 		$232K Sell
2,239
-109
-5% -$11.1K 0.02% 366
2024
Q2 		$228K Buy
2,348
+101
+4% +$9.32K 0.03% 349
2024
Q1 		$202K Buy
+2,247
New +$190K 0.02% 377
2020
Q3 		– Sell
-7,662
Closed -$561K – 110
2020
Q2 		$561K Buy
+7,662
New +$544K 0.33% 62

Other funds holding CL

BlackRock
BlackRock New York $5.7T 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