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GoalVest Advisory’s Colgate-Palmolive CL Stock Holding History

GoalVest Advisory’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
Q2 		– Sell
-4
Closed -$375 – 389
2025
Q1 		$375 Buy
+4
New +$358 ﹤0.01% 389
2023
Q4 		– Sell
-120
Closed -$8.53K – 392
2023
Q3 		$8.53K Hold
120
– – ﹤0.01% 303
2023
Q2 		$9.24K Buy
+120
New +$9.29K ﹤0.01% 257
2022
Q2 		– Sell
-9
Closed -$1K – 347
2022
Q1 		$1K Buy
+9
New +$713 ﹤0.01% 320

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

GoalVest Advisory's CL Position: Q2 2025 in Review

GoalVest Advisory sold out of Colgate-Palmolive (CL) in Q2 2025, closing a stake of 4 shares — an estimated $375 sold.

GoalVest Advisory first reported a position in CL in Q1 2022 and held it in 4 quarters. The position peaked at $9.24K in Q2 2023. 1,913 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • GoalVest Advisory reported no remaining Colgate-Palmolive position as of Q2 2025 after selling out during the quarter.
  • GoalVest Advisory sold 4 Colgate-Palmolive shares in Q2 2025, an estimated $375.
  • GoalVest Advisory first reported a position in Colgate-Palmolive in Q1 2022 and held it in 4 quarters.
  • GoalVest Advisory's Colgate-Palmolive position peaked at $9.24K in Q2 2023.
  • 1,913 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.