Cassady Schiller Wealth Management’s Colgate-Palmolive CL Stock Holding History

Cassady Schiller 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
2024 Q4	$4.18K	Buy	46 +31	+207%	+$2.96K	﹤0.01%	446
2024 Q3	$1.56K	Hold	15	–	–	﹤0.01%	404
2024 Q2	$1.46K	Hold	15	–	–	﹤0.01%	406
2024 Q1	$1.35K	Buy	+15	New	+$1.27K	﹤0.01%	440
2023 Q2	–	Sell	-75	Closed	-$5.64K	–	472
2023 Q1	$5.64K	Buy	75 +41	+121%	+$3.05K	﹤0.01%	355
2022 Q4	$2.68K	Buy	+34	New	+$2.55K	﹤0.01%	403
2022 Q1	–	Sell	-91	Closed	-$8K	–	194
2021 Q4	$8K	Buy	+91	New	+$7.11K	﹤0.01%	330

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Cassady Schiller Wealth Management's CL Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Colgate-Palmolive (CL) stake by 207% in Q4 2024, buying an estimated $2.96K and bringing the position to 46 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Cassady Schiller Wealth Management first reported a position in CL in Q4 2021 and has held it in 7 quarters since. The position peaked at $8K in Q4 2021. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

Cassady Schiller Wealth Management held 46 shares of Colgate-Palmolive worth $4.18K as of Q4 2024.
Cassady Schiller Wealth Management bought 31 Colgate-Palmolive shares in Q4 2024, an estimated $2.96K.
Colgate-Palmolive made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #446 holding.
Cassady Schiller Wealth Management first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 7 quarters since.
Cassady Schiller Wealth Management's Colgate-Palmolive position peaked at $8K in Q4 2021.
1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.