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Compass Wealth Management’s Colgate-Palmolive CL Stock Holding History

Compass 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
Q4 		– Sell
-3,221
Closed -$257K – 88
2025
Q3 		$257K Hold
3,221
– – 0.06% 139
2025
Q2 		$293K Buy
3,221
+8
+0.2% +$730 0.07% 134
2025
Q1 		$301K Hold
3,213
– – 0.08% 130
2024
Q4 		$292K Hold
3,213
– – 0.07% 136
2024
Q3 		$334K Hold
3,213
– – 0.08% 135
2024
Q2 		$312K Hold
3,213
– – 0.08% 134
2024
Q1 		$289K Hold
3,213
– – 0.07% 137
2023
Q4 		$256K Hold
3,213
– – 0.07% 139
2023
Q3 		$228K Hold
3,213
– – 0.07% 148
2023
Q2 		$248K Hold
3,213
– – 0.07% 146
2023
Q1 		$241K Hold
3,213
– – 0.08% 146
2022
Q4 		$253K Buy
+3,213
New +$241K 0.08% 141

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Compass Wealth Management's CL Position: Q4 2025 in Review

Compass Wealth Management sold out of Colgate-Palmolive (CL) in Q4 2025, closing a stake of 3,221 shares — an estimated $257K sold.

Compass Wealth Management first reported a position in CL in Q4 2022 and held it in 12 quarters. The position peaked at $334K in Q3 2024. 1,887 funds tracked by Wall St. Rank hold CL as of Q4 2025.

  • Compass Wealth Management reported no remaining Colgate-Palmolive position as of Q4 2025 after selling out during the quarter.
  • Compass Wealth Management sold 3,221 Colgate-Palmolive shares in Q4 2025, an estimated $257K.
  • Compass Wealth Management first reported a position in Colgate-Palmolive in Q4 2022 and held it in 12 quarters.
  • Compass Wealth Management's Colgate-Palmolive position peaked at $334K in Q3 2024.
  • 1,887 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.