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Bard Financial Services’s Colgate-Palmolive CL Stock Holding History

Bard Financial 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
2025
Q3 		$328K Hold
4,100
– – 0.04% 167
2025
Q2 		$373K Hold
4,100
– – 0.04% 160
2025
Q1 		$384K Hold
4,100
– – 0.05% 162
2024
Q4 		$373K Hold
4,100
– – 0.04% 163
2024
Q3 		$426K Sell
4,100
-5,000
-55% -$510K 0.05% 161
2024
Q2 		$883K Hold
9,100
– – 0.09% 127
2024
Q1 		$819K Hold
9,100
– – 0.09% 128
2023
Q4 		$725K Hold
9,100
– – 0.08% 131
2023
Q3 		$647K Buy
9,100
+475
+6% +$35.5K 0.08% 133
2023
Q2 		$664K Hold
8,625
– – 0.05% 194
2023
Q1 		$648K Sell
8,625
-2,250
-21% -$167K 0.05% 195
2022
Q4 		$857K Hold
10,875
– – 0.07% 176
2022
Q3 		$764K Hold
10,875
– – 0.07% 174
2022
Q2 		$872K Hold
10,875
– – 0.08% 162
2022
Q1 		$825K Hold
10,875
– – 0.07% 162
2021
Q4 		$928K Hold
10,875
– – 0.07% 156
2021
Q3 		$822K Hold
10,875
– – 0.07% 154
2021
Q2 		$885K Buy
10,875
+365
+3% +$29.8K 0.08% 151
2021
Q1 		$829K Hold
10,510
– – 0.08% 149
2020
Q4 		$899K Buy
+10,510
New +$869K 0.09% 141

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 $3.38T AUM 44.17% 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

Bard Financial Services's CL Position: Q3 2025 in Review

Bard Financial Services held its Colgate-Palmolive (CL) position steady in Q3 2025 at 4,100 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #167.

Bard Financial Services first reported a position in CL in Q4 2020 and has held it in 20 quarters since. The position peaked at $928K in Q4 2021. 1,847 funds tracked by Wall St. Rank hold CL as of Q3 2025.

  • Bard Financial Services held 4,100 shares of Colgate-Palmolive worth $328K as of Q3 2025.
  • Bard Financial Services left its Colgate-Palmolive share count unchanged in Q3 2025.
  • Colgate-Palmolive made up 0.04% of Bard Financial Services's portfolio in Q3 2025, its #167 holding.
  • Bard Financial Services first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Colgate-Palmolive position peaked at $928K in Q4 2021.
  • 1,847 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.