Capital & Planning LLC’s Colgate-Palmolive CL Stock Holding History

Capital & Planning LLC’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 Q1	–	Sell	-10	Closed	-$909	–	60
2024 Q4	$909	Buy	+10	New	+$954	﹤0.01%	178

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capital & Planning LLC's CL Position: Q1 2025 in Review

Capital & Planning LLC sold out of Colgate-Palmolive (CL) in Q1 2025, closing a stake of 10 shares — an estimated $909 sold.

Capital & Planning LLC first reported a position in CL in Q4 2024 and held it in 1 quarter. The position peaked at $909 in Q4 2024. 1,942 funds tracked by Wall St. Rank hold CL as of Q1 2025.

Capital & Planning LLC reported no remaining Colgate-Palmolive position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 10 Colgate-Palmolive shares in Q1 2025, an estimated $909.
Capital & Planning LLC first reported a position in Colgate-Palmolive in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's Colgate-Palmolive position peaked at $909 in Q4 2024.
1,942 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.