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Briaud Financial Planning’s Colgate-Palmolive CL Stock Holding History

Briaud Financial Planning’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
-361
Closed -$32K – 75
2025
Q2 		$32K Hold
361
– – 0.01% 128
2025
Q1 		$33K Hold
361
– – 0.01% 100
2024
Q4 		$32K Buy
+361
New +$34.4K 0.01% 95

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

Briaud Financial Planning's CL Position: Q3 2025 in Review

Briaud Financial Planning sold out of Colgate-Palmolive (CL) in Q3 2025, closing a stake of 361 shares — an estimated $32K sold.

Briaud Financial Planning first reported a position in CL in Q4 2024 and held it in 3 quarters. The position peaked at $33K in Q1 2025. 1,847 funds tracked by Wall St. Rank hold CL as of Q3 2025.

  • Briaud Financial Planning reported no remaining Colgate-Palmolive position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 361 Colgate-Palmolive shares in Q3 2025, an estimated $32K.
  • Briaud Financial Planning first reported a position in Colgate-Palmolive in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's Colgate-Palmolive position peaked at $33K in Q1 2025.
  • 1,847 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.