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Advisor Resource Council’s Colgate-Palmolive CL Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-3,341
Closed -$313K – 253
2025
Q1 		$313K Buy
+3,341
New +$299K 0.03% 458
2024
Q1 		– Sell
-3,341
Closed -$266K – 282
2023
Q4 		$266K Buy
+3,341
New +$251K 0.03% 368
2022
Q3 		– Sell
-4,663
Closed -$374K – 210
2022
Q2 		$374K Buy
+4,663
New +$365K 0.03% 338
2022
Q1 		– Sell
-4,663
Closed -$398K – 269
2021
Q4 		$398K Buy
+4,663
New +$364K 0.03% 375
2021
Q3 		– Sell
-4,663
Closed -$379K – 259
2021
Q2 		$379K Buy
+4,663
New +$381K 0.04% 355

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Advisor Resource Council's CL Position: Q2 2025 in Review

Advisor Resource Council sold out of Colgate-Palmolive (CL) in Q2 2025, closing a stake of 3,341 shares — an estimated $313K sold.

Advisor Resource Council first reported a position in CL in Q2 2021 and held it in 5 quarters. The position peaked at $398K in Q4 2021. 1,913 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • Advisor Resource Council reported no remaining Colgate-Palmolive position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 3,341 Colgate-Palmolive shares in Q2 2025, an estimated $313K.
  • Advisor Resource Council first reported a position in Colgate-Palmolive in Q2 2021 and held it in 5 quarters.
  • Advisor Resource Council's Colgate-Palmolive position peaked at $398K in Q4 2021.
  • 1,913 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.