Capital Wealth Planning’s Colgate-Palmolive CL Stock Holding History

Capital Wealth 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 Q1	–	Sell	-3,607	Closed	-$328K	–	145
2024 Q4	$328K	Buy	3,607 +1,612	+81%	+$154K	﹤0.01%	114
2024 Q3	$207K	Buy	+1,995	New	+$203K	﹤0.01%	132
2015 Q2	–	Sell	-12,000	Closed	-$832K	–	124
2015 Q1	$832K	Sell	12,000 -11,995	-50%	-$829K	0.43%	52
2014 Q4	$1.66M	Buy	23,995 +3,020	+14%	+$204K	0.77%	25
2014 Q3	$1.37M	Hold	20,975	–	–	0.55%	36
2014 Q2	$1.43M	Hold	20,975	–	–	0.53%	38
2014 Q1	$1.36M	Buy	+20,975	New	+$1.32M	0.59%	35
2013 Q4	–	Sell	-13,685	Closed	-$811K	–	76
2013 Q3	$811K	Buy	+13,685	New	+$811K	0.37%	46

Other funds holding CL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Capital Wealth Planning's CL Position: Q1 2025 in Review

Capital Wealth Planning sold out of Colgate-Palmolive (CL) in Q1 2025, closing a stake of 3,607 shares — an estimated $328K sold.

Capital Wealth Planning first reported a position in CL in Q3 2013 and held it in 8 quarters. The position peaked at $1.66M in Q4 2014. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2025.

Capital Wealth Planning reported no remaining Colgate-Palmolive position as of Q1 2025 after selling out during the quarter.
Capital Wealth Planning sold 3,607 Colgate-Palmolive shares in Q1 2025, an estimated $328K.
Capital Wealth Planning first reported a position in Colgate-Palmolive in Q3 2013 and held it in 8 quarters.
Capital Wealth Planning's Colgate-Palmolive position peaked at $1.66M in Q4 2014.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on Capital Wealth Planning's 13F filing for Q1 2025, filed 12 May 2025.