Coppell Advisory Solutions’s Colgate-Palmolive CL Stock Holding History

Coppell Advisory Solutions’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	-1,641	Closed	-$149K	–	587
2024 Q4	$149K	Sell	1,641 -36	-2%	-$3.44K	0.02%	333
2024 Q3	$174K	Sell	1,677 -20	-1%	-$2.04K	0.03%	308
2024 Q2	$165K	Buy	+1,697	New	+$157K	0.03%	296
2023 Q4	$129K	Buy	1,617 +350	+28%	+$26.3K	0.03%	325
2023 Q3	$99.9K	Buy	1,267 +1,124	+786%	+$84K	0.03%	218
2023 Q2	$10.9K	Buy	+143	New	+$11.1K	﹤0.01%	672
2023 Q1	–	Sell	-1,171	Closed	-$92.3K	–	357
2022 Q4	$92.3K	Buy	+1,171	New	+$87.8K	0.03%	226

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Coppell Advisory Solutions's CL Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Colgate-Palmolive (CL) in Q1 2025, closing a stake of 1,641 shares — an estimated $149K sold.

Coppell Advisory Solutions first reported a position in CL in Q4 2022 and held it in 7 quarters. The position peaked at $174K in Q3 2024. 1,942 funds tracked by Wall St. Rank hold CL as of Q1 2025.

Coppell Advisory Solutions reported no remaining Colgate-Palmolive position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 1,641 Colgate-Palmolive shares in Q1 2025, an estimated $149K.
Coppell Advisory Solutions first reported a position in Colgate-Palmolive in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Colgate-Palmolive position peaked at $174K in Q3 2024.
1,942 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.