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

Congress 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
Q2 		$15.6M Sell
171,109
-49
-0% -$4.47K 0.15% 166
2025
Q1 		$16M Buy
171,158
+12,089
+8% +$1.08M 0.19% 137
2024
Q4 		$14.5M Buy
159,069
+8,792
+6% +$839K 0.2% 150
2024
Q3 		$15.6M Buy
150,277
+8,618
+6% +$878K 0.21% 146
2024
Q2 		$13.7M Sell
141,659
-475
-0.3% -$43.8K 0.22% 136
2024
Q1 		$12.8M Buy
142,134
+42
+0% +$3.56K 0.22% 137
2023
Q4 		$11.3M Sell
142,092
-668
-0.5% -$50.2K 0.21% 139
2023
Q3 		$10.2M Sell
142,760
-926
-0.6% -$69.2K 0.21% 142
2023
Q2 		$11.1M Buy
143,686
+762
+0.5% +$59K 0.26% 122
2023
Q1 		$10.7M Buy
142,924
+7,419
+5% +$552K 0.26% 121
2022
Q4 		$10.7M Buy
135,505
+2,255
+2% +$169K 0.27% 115
2022
Q3 		$9.36M Buy
133,250
+5,442
+4% +$427K 0.25% 120
2022
Q2 		$10.2M Buy
127,808
+370
+0.3% +$28.9K 0.26% 108
2022
Q1 		$9.66M Buy
127,438
+6,689
+6% +$530K 0.21% 143
2021
Q4 		$10.3M Buy
+120,749
New +$9.43M 0.21% 144

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's CL Position: Q2 2025 in Review

Congress Wealth Management reduced its Colgate-Palmolive (CL) stake by 0.03% in Q2 2025, selling an estimated $4.47K and leaving 171,109 shares worth $15.6M. The position accounts for 0.15% of the portfolio, ranked #166.

Congress Wealth Management first reported a position in CL in Q4 2021 and has held it in 15 quarters since. The position peaked at $16M in Q1 2025. 1,916 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • Congress Wealth Management held 171,109 shares of Colgate-Palmolive worth $15.6M as of Q2 2025.
  • Congress Wealth Management sold 49 Colgate-Palmolive shares in Q2 2025, an estimated $4.47K.
  • Colgate-Palmolive made up 0.15% of Congress Wealth Management's portfolio in Q2 2025, its #166 holding.
  • Congress Wealth Management first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Colgate-Palmolive position peaked at $16M in Q1 2025.
  • 1,916 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.