Investment Advisory Services’s Colgate-Palmolive CL Stock Holding History

Investment Advisory Services’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	-2,453	Closed	-$223K	–	129
2025 Q2	$223K	Sell	2,453 -109	-4%	-$9.95K	0.07%	124
2025 Q1	$240K	Hold	2,562	–	–	0.09%	106
2024 Q4	$233K	Sell	2,562 -1,400	-35%	-$134K	0.08%	106
2024 Q3	$411K	Sell	3,962 -1,500	-27%	-$153K	0.15%	85
2024 Q2	$530K	Buy	5,462 +10	+0.2%	+$922	0.19%	78
2024 Q1	$491K	Buy	5,452 +8	+0.1%	+$678	0.18%	82
2023 Q4	$434K	Hold	5,444	–	–	0.17%	83
2023 Q3	$387K	Hold	5,444	–	–	0.17%	85
2023 Q2	$419K	Sell	5,444 -200	-4%	-$15.5K	0.18%	83
2023 Q1	$424K	Hold	5,644	–	–	0.21%	78
2022 Q4	$445K	Hold	5,644	–	–	0.23%	73
2022 Q3	$396K	Hold	5,644	–	–	0.24%	71
2022 Q2	$452K	Hold	5,644	–	–	0.26%	68
2022 Q1	$428K	Hold	5,644	–	–	0.24%	76
2021 Q4	$482K	Hold	5,644	–	–	0.26%	71
2021 Q3	$427K	Hold	5,644	–	–	0.26%	75
2021 Q2	$459K	Buy	+5,644	New	+$461K	0.28%	72
2020 Q4	$483K	Buy	5,644 +100	+2%	+$8.27K	0.34%	64
2020 Q3	$428K	Hold	5,544	–	–	0.34%	61
2020 Q2	$406K	Hold	5,544	–	–	0.35%	62
2020 Q1	$368K	Hold	5,544	–	–	0.39%	54
2019 Q4	$382K	Buy	+5,544	New	+$378K	0.34%	51

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 $3.37T AUM 44.26% 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

Investment Advisory Services's CL Position: Q3 2025 in Review

Investment Advisory Services sold out of Colgate-Palmolive (CL) in Q3 2025, closing a stake of 2,453 shares — an estimated $223K sold.

Investment Advisory Services first reported a position in CL in Q4 2019 and held it in 22 quarters. The position peaked at $530K in Q2 2024. 1,845 funds tracked by Wall St. Rank hold CL as of Q3 2025.

Investment Advisory Services reported no remaining Colgate-Palmolive position as of Q3 2025 after selling out during the quarter.
Investment Advisory Services sold 2,453 Colgate-Palmolive shares in Q3 2025, an estimated $223K.
Investment Advisory Services first reported a position in Colgate-Palmolive in Q4 2019 and held it in 22 quarters.
Investment Advisory Services's Colgate-Palmolive position peaked at $530K in Q2 2024.
1,845 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on Investment Advisory Services's 13F filing for Q3 2025, filed 22 Oct 2025.