GWN Securities’s Colgate-Palmolive CL Stock Holding History

GWN Securities’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	-3,063	Closed	-$283K	–	398
2025 Q2	$283K	Sell	3,063 -1,339	-30%	-$122K	0.05%	314
2025 Q1	$412K	Buy	+4,402	New	+$394K	0.02%	509

Other funds holding CL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GWN Securities's CL Position: Q3 2025 in Review

GWN Securities sold out of Colgate-Palmolive (CL) in Q3 2025, closing a stake of 3,063 shares — an estimated $283K sold.

GWN Securities first reported a position in CL in Q1 2025 and held it in 2 quarters. The position peaked at $412K in Q1 2025. 1,847 funds tracked by Wall St. Rank hold CL as of Q3 2025.

GWN Securities reported no remaining Colgate-Palmolive position as of Q3 2025 after selling out during the quarter.
GWN Securities sold 3,063 Colgate-Palmolive shares in Q3 2025, an estimated $283K.
GWN Securities first reported a position in Colgate-Palmolive in Q1 2025 and held it in 2 quarters.
GWN Securities's Colgate-Palmolive position peaked at $412K in Q1 2025.
1,847 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on GWN Securities's 13F filing for Q3 2025, filed 27 Oct 2025.