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Capital A Wealth Management’s Colgate-Palmolive CL Stock Holding History

Capital A Wealth Management’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
-8
Closed -$750 – 507
2025
Q1 		$750 Sell
8
-2
-20% -$179 ﹤0.01% 570
2024
Q4 		$909 Buy
+10
New +$954 ﹤0.01% 571

Other funds holding CL

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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

Capital A Wealth Management's CL Position: Q2 2025 in Review

Capital A Wealth Management sold out of Colgate-Palmolive (CL) in Q2 2025, closing a stake of 8 shares — an estimated $750 sold.

Capital A Wealth Management first reported a position in CL in Q4 2024 and held it in 2 quarters. The position peaked at $909 in Q4 2024. 1,913 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • Capital A Wealth Management reported no remaining Colgate-Palmolive position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 8 Colgate-Palmolive shares in Q2 2025, an estimated $750.
  • Capital A Wealth Management first reported a position in Colgate-Palmolive in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Colgate-Palmolive position peaked at $909 in Q4 2024.
  • 1,913 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.