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Arete Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Arete Wealth 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
2025
Q3 		– Sell
-2,245
Closed -$204K – 768
2025
Q2 		$204K Buy
+2,245
New +$205K 0.01% 686
2023
Q3 		– Sell
-4,065
Closed -$313K – 535
2023
Q2 		$313K Sell
4,065
-1,339
-25% -$104K 0.03% 483
2023
Q1 		$325K Buy
5,404
+294
+6% +$21.9K 0.03% 450
2022
Q4 		$318K Buy
5,110
+379
+8% +$28.4K 0.03% 442
2022
Q3 		$258K Buy
4,731
+828
+21% +$64.9K 0.03% 445
2022
Q2 		$227K Sell
3,903
-933
-19% -$73K 0.02% 398
2022
Q1 		$291K Sell
4,836
-69
-1% -$5.47K 0.02% 380
2021
Q4 		$331K Buy
4,905
+2,211
+82% +$173K 0.03% 370
2021
Q3 		$204K Buy
+2,694
New +$214K 0.02% 394
2021
Q2 		– Sell
-4,124
Closed -$255K – 384
2021
Q1 		$255K Sell
4,124
-1,341
-25% -$105K 0.03% 346
2020
Q4 		$385K Sell
5,465
-1,565
-22% -$129K 0.05% 270
2020
Q3 		$467K Buy
7,030
+1,561
+29% +$119K 0.07% 219
2020
Q2 		$401K Buy
5,469
+353
+7% +$25.1K 0.07% 248
2020
Q1 		$340K Sell
5,116
-69
-1% -$4.87K 0.07% 234
2019
Q4 		$357K Sell
5,185
-742
-13% -$50.6K 0.06% 273
2019
Q3 		$436K Sell
5,927
-3,733
-39% -$271K 0.08% 232
2019
Q2 		$692K Sell
9,660
-369
-4% -$26.2K 0.13% 176
2019
Q1 		$687K Buy
10,029
+3,668
+58% +$237K 0.14% 176
2018
Q4 		$379K Buy
6,361
+1,957
+44% +$122K 0.09% 228
2018
Q3 		$295K Buy
4,404
+40
+0.9% +$2.66K 0.07% 274
2018
Q2 		$283K Buy
4,364
+1,449
+50% +$94.8K 0.07% 287
2018
Q1 		$209K Buy
2,915
+216
+8% +$15.5K 0.07% 296
2017
Q4 		$204K Buy
+2,699
New +$197K 0.07% 292

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arete Wealth Advisors's CL Position: Q3 2025 in Review

Arete Wealth Advisors sold out of Colgate-Palmolive (CL) in Q3 2025, closing a stake of 2,245 shares — an estimated $204K sold.

Arete Wealth Advisors first reported a position in CL in Q4 2017 and held it in 23 quarters. The position peaked at $692K in Q2 2019. 1,845 funds tracked by Wall St. Rank hold CL as of Q3 2025.

  • Arete Wealth Advisors reported no remaining Colgate-Palmolive position as of Q3 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,245 Colgate-Palmolive shares in Q3 2025, an estimated $204K.
  • Arete Wealth Advisors first reported a position in Colgate-Palmolive in Q4 2017 and held it in 23 quarters.
  • Arete Wealth Advisors's Colgate-Palmolive position peaked at $692K in Q2 2019.
  • 1,845 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on Arete Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.