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

Connecticut 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
Q1 		– Sell
-2,231
Closed -$203K – 306
2024
Q4 		$203K Buy
2,231
+109
+5% +$10.4K 0.01% 262
2024
Q3 		$220K Hold
2,122
– – 0.01% 302
2024
Q2 		$206K Buy
+2,122
New +$196K 0.01% 312
2021
Q3 		– Sell
-3,176
Closed -$258K – 197
2021
Q2 		$258K Sell
3,176
-971
-23% -$79.4K 0.02% 165
2021
Q1 		$327K Sell
4,147
-83
-2% -$6.51K 0.03% 124
2020
Q4 		$362K Sell
4,230
-690
-14% -$57.1K 0.04% 137
2020
Q3 		$380K Buy
4,920
+179
+4% +$13.6K 0.04% 143
2020
Q2 		$347K Sell
4,741
-38
-0.8% -$2.7K 0.04% 108
2020
Q1 		$317K Sell
4,779
-264
-5% -$18.6K 0.05% 116
2019
Q4 		$347K Sell
5,043
-239
-5% -$16.3K 0.04% 130
2019
Q3 		$388K Sell
5,282
-338
-6% -$24.5K 0.05% 114
2019
Q2 		$403K Buy
5,620
+4
+0.1% +$284 0.05% 109
2019
Q1 		$385K Sell
5,616
-182
-3% -$11.8K 0.13% 51
2018
Q4 		$345K Sell
5,798
-317
-5% -$19.8K 0.15% 49
2018
Q3 		$410K Buy
6,115
+3
+0% +$200 0.18% 46
2018
Q2 		$395K Sell
6,112
-57
-0.9% -$3.73K 0.19% 43
2018
Q1 		$433K Buy
6,169
+455
+8% +$32.7K 0.25% 39
2017
Q4 		$432K Buy
5,714
+2
+0% +$146 0.23% 38
2017
Q3 		$413K Buy
5,712
+323
+6% +$23.3K 0.24% 41
2017
Q2 		$394K Sell
5,389
-35
-0.6% -$2.6K 0.24% 41
2017
Q1 		$398K Buy
5,424
+39
+0.7% +$2.73K 0.24% 42
2016
Q4 		$352K Buy
5,385
+3
+0.1% +$206 0.22% 42
2016
Q3 		$392K Buy
+5,382
New +$398K 0.28% 36

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

Connecticut Wealth Management's CL Position: Q1 2025 in Review

Connecticut Wealth Management sold out of Colgate-Palmolive (CL) in Q1 2025, closing a stake of 2,231 shares — an estimated $203K sold.

Connecticut Wealth Management first reported a position in CL in Q3 2016 and held it in 23 quarters. The position peaked at $433K in Q1 2018. 1,948 funds tracked by Wall St. Rank hold CL as of Q1 2025.

  • Connecticut Wealth Management reported no remaining Colgate-Palmolive position as of Q1 2025 after selling out during the quarter.
  • Connecticut Wealth Management sold 2,231 Colgate-Palmolive shares in Q1 2025, an estimated $203K.
  • Connecticut Wealth Management first reported a position in Colgate-Palmolive in Q3 2016 and held it in 23 quarters.
  • Connecticut Wealth Management's Colgate-Palmolive position peaked at $433K in Q1 2018.
  • 1,948 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on Connecticut Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.