Garde Capital’s Colgate-Palmolive CL Stock Holding History

Garde Capital’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	-1,553	Closed	-$141K	–	353
2025 Q2	$141K	Hold	1,553	–	–	0.01%	250
2025 Q1	$146K	Hold	1,553	–	–	0.01%	239
2024 Q4	$141K	Hold	1,553	–	–	0.01%	242
2024 Q3	$161K	Buy	1,553 +253	+19%	+$25.8K	0.01%	222
2024 Q2	$126K	Hold	1,300	–	–	0.01%	242
2024 Q1	$117K	Hold	1,300	–	–	0.01%	265
2023 Q4	$104K	Buy	+1,300	New	+$97.7K	0.01%	275
2023 Q3	–	Sell	-1,300	Closed	-$100K	–	259
2023 Q2	$100K	Buy	+1,300	New	+$101K	0.01%	280
2023 Q1	–	Sell	-1,300	Closed	-$102K	–	257
2022 Q4	$102K	Buy	+1,300	New	+$97.5K	0.01%	247
2022 Q3	–	Sell	-1,300	Closed	-$104K	–	243
2022 Q2	$104K	Buy	+1,300	New	+$102K	0.01%	259
2022 Q1	–	Sell	-1,300	Closed	-$111K	–	277
2021 Q4	$111K	Buy	+1,300	New	+$102K	0.01%	276
2021 Q3	–	Sell	-1,300	Closed	-$106K	–	279
2021 Q2	$106K	Sell	1,300 -150	-10%	-$12.3K	0.01%	265
2021 Q1	$114K	Hold	1,450	–	–	0.01%	239
2020 Q4	$123K	Buy	+1,450	New	+$120K	0.02%	227

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return