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

Copia 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
-359
Closed -$28.7K – 526
2025
Q3 		$28.7K Buy
+359
New +$30.6K 0.02% 237
2025
Q1 		– Sell
-60
Closed -$5.46K – 456
2024
Q4 		$5.46K Buy
+60
New +$5.73K 0.01% 307

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Copia Wealth Management sold out of Colgate-Palmolive (CL) in Q4 2025, closing a stake of 359 shares — an estimated $28.7K sold.

Copia Wealth Management first reported a position in CL in Q4 2024 and held it in 2 quarters. The position peaked at $28.7K in Q3 2025. 1,892 funds tracked by Wall St. Rank hold CL as of Q4 2025.

  • Copia Wealth Management reported no remaining Colgate-Palmolive position as of Q4 2025 after selling out during the quarter.
  • Copia Wealth Management sold 359 Colgate-Palmolive shares in Q4 2025, an estimated $28.7K.
  • Copia Wealth Management first reported a position in Colgate-Palmolive in Q4 2024 and held it in 2 quarters.
  • Copia Wealth Management's Colgate-Palmolive position peaked at $28.7K in Q3 2025.
  • 1,892 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2025.

Based on Copia Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.