Impact Partnership Wealth’s Colgate-Palmolive CL Stock Holding History

Impact Partnership Wealth’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 Q1	–	Sell	-8,833	Closed	-$803K	–	275
2024 Q4	$803K	Buy	+8,833	New	+$843K	0.16%	75
2024 Q2	–	Sell	-147	Closed	-$13.2K	–	294
2024 Q1	$13.2K	Hold	147	–	–	0.01%	423
2023 Q4	$11.7K	Hold	147	–	–	﹤0.01%	482
2023 Q3	$10.5K	Sell	147 -25	-15%	-$1.87K	﹤0.01%	585
2023 Q2	$13.3K	Buy	+172	New	+$13.3K	﹤0.01%	396

Other funds holding CL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Impact Partnership Wealth's CL Position: Q1 2025 in Review

Impact Partnership Wealth sold out of Colgate-Palmolive (CL) in Q1 2025, closing a stake of 8,833 shares — an estimated $803K sold.

Impact Partnership Wealth first reported a position in CL in Q2 2023 and held it in 5 quarters. The position peaked at $803K in Q4 2024. 1,942 funds tracked by Wall St. Rank hold CL as of Q1 2025.

Impact Partnership Wealth reported no remaining Colgate-Palmolive position as of Q1 2025 after selling out during the quarter.
Impact Partnership Wealth sold 8,833 Colgate-Palmolive shares in Q1 2025, an estimated $803K.
Impact Partnership Wealth first reported a position in Colgate-Palmolive in Q2 2023 and held it in 5 quarters.
Impact Partnership Wealth's Colgate-Palmolive position peaked at $803K in Q4 2024.
1,942 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on Impact Partnership Wealth's 13F filing for Q1 2025, filed 5 May 2025.