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Beaumont Financial Advisors’s Colgate-Palmolive CL Stock Holding History

Beaumont Financial 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
Q4 		– Sell
-4,827
Closed -$386K – 377
2025
Q3 		$386K Sell
4,827
-39
-0.8% -$3.33K 0.03% 275
2025
Q2 		$442K Sell
4,866
-21
-0.4% -$1.92K 0.03% 239
2025
Q1 		$458K Sell
4,887
-1,305
-21% -$117K 0.04% 233
2024
Q4 		$563K Buy
6,192
+1
+0% +$95 0.04% 210
2024
Q3 		$643K Buy
6,191
+14
+0.2% +$1.43K 0.05% 184
2024
Q2 		$599K Buy
6,177
+2
+0% +$184 0.05% 197
2024
Q1 		$556K Buy
6,175
+1,360
+28% +$115K 0.05% 194
2023
Q4 		$384K Sell
4,815
-59
-1% -$4.44K 0.04% 228
2023
Q3 		$347K Buy
4,874
+1
+0% +$75 0.03% 225
2023
Q2 		$375K Buy
4,873
+31
+0.6% +$2.4K 0.03% 232
2023
Q1 		$364K Buy
4,842
+127
+3% +$9.44K 0.04% 216
2022
Q4 		$371K Sell
4,715
-297
-6% -$22.3K 0.04% 212
2022
Q3 		$352K Sell
5,012
-79
-2% -$6.19K 0.03% 212
2022
Q2 		$408K Sell
5,091
-525
-9% -$41.1K 0.04% 199
2022
Q1 		$426K Buy
+5,616
New +$445K 0.03% 233
2021
Q4 		– Sell
-3,253
Closed -$246K – 357
2021
Q3 		$246K Buy
3,253
+258
+9% +$20.5K 0.02% 305
2021
Q2 		$244K Buy
2,995
+30
+1% +$2.45K 0.02% 331
2021
Q1 		$234K Sell
2,965
-11
-0.4% -$862 0.02% 312
2020
Q4 		$255K Buy
+2,976
New +$246K 0.02% 291
2017
Q2 		– Sell
-2,839
Closed -$208K – 177
2017
Q1 		$208K Buy
+2,839
New +$199K 0.03% 177
2013
Q3 		– Sell
-57,750
Closed -$3.31M – 152
2013
Q2 		$3.31M Buy
+57,750
New +$3.43M 0.31% 75

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Beaumont Financial Advisors's CL Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of Colgate-Palmolive (CL) in Q4 2025, closing a stake of 4,827 shares — an estimated $386K sold.

Beaumont Financial Advisors first reported a position in CL in Q2 2013 and held it in 21 quarters. The position peaked at $3.31M in Q2 2013. 1,892 funds tracked by Wall St. Rank hold CL as of Q4 2025.

  • Beaumont Financial Advisors reported no remaining Colgate-Palmolive position as of Q4 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 4,827 Colgate-Palmolive shares in Q4 2025, an estimated $386K.
  • Beaumont Financial Advisors first reported a position in Colgate-Palmolive in Q2 2013 and held it in 21 quarters.
  • Beaumont Financial Advisors's Colgate-Palmolive position peaked at $3.31M in Q2 2013.
  • 1,892 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.