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Financial & Tax Architects’s Colgate-Palmolive CL Stock Holding History

Financial & Tax Architects’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
Q3 		– Sell
-69,377
Closed -$6.31M – 107
2025
Q2 		$6.31M Buy
69,377
+65,558
+1,717% +$5.98M 1.53% 31
2025
Q1 		$358K Buy
3,819
+65
+2% +$5.82K 0.09% 91
2024
Q4 		$341K Sell
3,754
-56,882
-94% -$5.43M 0.09% 96
2024
Q3 		$6.29M Sell
60,636
-1,350
-2% -$138K 1.62% 28
2024
Q2 		$6.02M Buy
+61,986
New +$5.72M 1.61% 21
2023
Q3 		– Sell
-65,558
Closed -$5.05M – 84
2023
Q2 		$5.05M Buy
+65,558
New +$5.07M 1.56% 29
2021
Q2 		– Sell
-3,396
Closed -$268K – 98
2021
Q1 		$268K Buy
+3,396
New +$266K 0.15% 90

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial & Tax Architects's CL Position: Q3 2025 in Review

Financial & Tax Architects sold out of Colgate-Palmolive (CL) in Q3 2025, closing a stake of 69,377 shares — an estimated $6.31M sold.

Financial & Tax Architects first reported a position in CL in Q1 2021 and held it in 7 quarters. The position peaked at $6.31M in Q2 2025. 1,842 funds tracked by Wall St. Rank hold CL as of Q3 2025.

  • Financial & Tax Architects reported no remaining Colgate-Palmolive position as of Q3 2025 after selling out during the quarter.
  • Financial & Tax Architects sold 69,377 Colgate-Palmolive shares in Q3 2025, an estimated $6.31M.
  • Financial & Tax Architects first reported a position in Colgate-Palmolive in Q1 2021 and held it in 7 quarters.
  • Financial & Tax Architects's Colgate-Palmolive position peaked at $6.31M in Q2 2025.
  • 1,842 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on Financial & Tax Architects's 13F filing for Q3 2025, filed 5 Nov 2025.