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Carolinas Wealth Consulting’s Colgate-Palmolive CL Stock Holding History

Carolinas Wealth Consulting’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
-886
Closed -$83K – 164
2025
Q1 		$83K Sell
886
-149
-14% -$13.3K 0.02% 276
2024
Q4 		$94K Buy
1,035
+70
+7% +$6.68K 0.02% 258
2024
Q3 		$100K Buy
965
+12
+1% +$1.22K 0.02% 262
2024
Q2 		$92.4K Sell
953
-19
-2% -$1.75K 0.02% 269
2024
Q1 		$87.5K Sell
972
-11,564
-92% -$980K 0.02% 287
2023
Q4 		$89.5K Sell
12,536
-375
-3% -$28.2K 0.02% 247
2023
Q3 		$113K Sell
12,911
-20
-0.2% -$1.5K 0.03% 202
2023
Q2 		$117K Buy
12,931
+2
+0% +$155 0.02% 237
2023
Q1 		$115K Buy
12,929
+23
+0.2% +$1.71K 0.02% 246
2022
Q4 		$118K Sell
12,906
-6
-0% -$450 0.03% 238
2022
Q3 		$107K Buy
12,912
+2
+0% +$157 0.03% 225
2022
Q2 		$120K Buy
12,910
+11,178
+645% +$874K 0.03% 219
2022
Q1 		$131K Sell
1,732
-881
-34% -$69.8K 0.03% 220
2021
Q4 		$223K Sell
2,613
-670
-20% -$52.3K 0.05% 159
2021
Q3 		$248K Buy
3,283
+2
+0.1% +$159 0.06% 138
2021
Q2 		$267K Sell
3,281
-609
-16% -$49.8K 0.06% 135
2021
Q1 		$307K Sell
3,890
-15
-0.4% -$1.18K 0.07% 121
2020
Q4 		$334K Buy
3,905
+153
+4% +$12.7K 0.09% 110
2020
Q3 		$289K Sell
3,752
-309
-8% -$23.6K 0.1% 93
2020
Q2 		$297K Buy
4,061
+4
+0.1% +$284 0.12% 79
2020
Q1 		$270K Buy
+4,057
New +$286K 0.15% 77

Other funds holding CL

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

Carolinas Wealth Consulting's CL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Colgate-Palmolive (CL) in Q2 2025, closing a stake of 886 shares — an estimated $83K sold.

Carolinas Wealth Consulting first reported a position in CL in Q1 2020 and held it in 21 quarters. The position peaked at $334K in Q4 2020. 1,914 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Colgate-Palmolive position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 886 Colgate-Palmolive shares in Q2 2025, an estimated $83K.
  • Carolinas Wealth Consulting first reported a position in Colgate-Palmolive in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Colgate-Palmolive position peaked at $334K in Q4 2020.
  • 1,914 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.