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Atlas Legacy Advisors’s Colgate-Palmolive CL Stock Holding History

Atlas Legacy 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
Q2 		– Sell
-2,927
Closed -$274K – 176
2025
Q1 		$274K Sell
2,927
-493
-14% -$44.1K 0.07% 148
2024
Q4 		$311K Buy
+3,420
New +$326K 0.08% 140

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 $138M AUM 28.86% 1-Year Est. Return

Atlas Legacy Advisors's CL Position: Q2 2025 in Review

Atlas Legacy Advisors sold out of Colgate-Palmolive (CL) in Q2 2025, closing a stake of 2,927 shares — an estimated $274K sold.

Atlas Legacy Advisors first reported a position in CL in Q4 2024 and held it in 2 quarters. The position peaked at $311K in Q4 2024. 1,913 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • Atlas Legacy Advisors reported no remaining Colgate-Palmolive position as of Q2 2025 after selling out during the quarter.
  • Atlas Legacy Advisors sold 2,927 Colgate-Palmolive shares in Q2 2025, an estimated $274K.
  • Atlas Legacy Advisors first reported a position in Colgate-Palmolive in Q4 2024 and held it in 2 quarters.
  • Atlas Legacy Advisors's Colgate-Palmolive position peaked at $311K in Q4 2024.
  • 1,913 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Atlas Legacy Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.