Delta Financial Group’s Colgate-Palmolive CL Stock Holding History

Delta Financial Group’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	$513K	Sell	5,640 -142	-2%	-$12.7K	0.12%	131
2024 Q4	$526K	Buy	+5,782	New	+$552K	0.12%	125
2024 Q2	–	Sell	-5,151	Closed	-$464K	–	134
2024 Q1	$464K	Sell	5,151 -26	-0.5%	-$2.2K	0.14%	127
2023 Q4	$413K	Sell	5,177 -117	-2%	-$8.8K	0.13%	119
2023 Q3	$376K	Buy	+5,294	New	+$396K	0.13%	123
2023 Q2	–	Sell	-3,315	Closed	-$249K	–	111
2023 Q1	$249K	Buy	3,315 +37	+1%	+$2.75K	0.1%	147
2022 Q4	$262K	Buy	+3,278	New	+$246K	0.12%	128

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

Delta Financial Group's CL Position: Q1 2025 in Review

Delta Financial Group reduced its Colgate-Palmolive (CL) stake by 2.5% in Q1 2025, selling an estimated $12.7K and leaving 5,640 shares worth $513K. The position accounts for 0.12% of the portfolio, ranked #131.

Delta Financial Group first reported a position in CL in Q4 2022 and has held it in 7 quarters since. The position peaked at $526K in Q4 2024. 1,942 funds tracked by Wall St. Rank hold CL as of Q1 2025.

Delta Financial Group held 5,640 shares of Colgate-Palmolive worth $513K as of Q1 2025.
Delta Financial Group sold 142 Colgate-Palmolive shares in Q1 2025, an estimated $12.7K.
Colgate-Palmolive made up 0.12% of Delta Financial Group's portfolio in Q1 2025, its #131 holding.
Delta Financial Group first reported a position in Colgate-Palmolive in Q4 2022 and has held it in 7 quarters since.
Delta Financial Group's Colgate-Palmolive position peaked at $526K in Q4 2024.
1,942 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.