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Foundations Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Foundations Investment Advisors’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
2026
Q1 		$456K Buy
5,347
+390
+8% +$34.8K 0.01% 746
2025
Q4 		$392K Sell
4,957
-1,400
-22% -$110K 0.01% 797
2025
Q3 		$508K Buy
6,357
+1,375
+28% +$117K 0.01% 644
2025
Q2 		$453K Buy
4,982
+2,107
+73% +$192K 0.01% 614
2025
Q1 		$269K Buy
2,875
+384
+15% +$34.4K 0.01% 743
2024
Q4 		$226K Buy
2,491
+81
+3% +$7.73K ﹤0.01% 760
2024
Q3 		$250K Buy
2,410
+94
+4% +$9.58K 0.01% 688
2024
Q2 		$225K Buy
+2,316
New +$214K 0.01% 692
2024
Q1 		– Sell
-3,124
Closed -$269K – 709
2023
Q4 		$269K Buy
3,124
+275
+10% +$20.7K 0.01% 577
2023
Q3 		$203K Buy
+2,849
New +$213K 0.01% 614

Other funds holding CL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return