J.W. Coons Advisors’s Colgate-Palmolive CL Stock Holding History

J.W. Coons Advisors’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	$500K	Hold	5,502	–	–	0.11%	154
2025 Q1	$516K	Buy	5,502 +376	+7%	+$33.7K	0.14%	140
2024 Q4	$466K	Hold	5,126	–	–	0.12%	150
2024 Q3	$532K	Hold	5,126	–	–	0.13%	143
2024 Q2	$497K	Hold	5,126	–	–	0.12%	144
2024 Q1	$462K	Hold	5,126	–	–	0.1%	153
2023 Q4	$409K	Hold	5,126	–	–	0.11%	157
2023 Q3	$365K	Sell	5,126 -1,300	-20%	-$97.2K	0.11%	165
2023 Q2	$495K	Hold	6,426	–	–	0.14%	140
2023 Q1	$483K	Hold	6,426	–	–	0.14%	144
2022 Q4	$506K	Buy	6,426 +1,000	+18%	+$75K	0.15%	135
2022 Q3	$381K	Buy	5,426 +1,000	+23%	+$78.4K	0.14%	150
2022 Q2	$354K	Hold	4,426	–	–	0.13%	168
2022 Q1	$337K	Buy	4,426 +1,000	+29%	+$79.2K	0.1%	189
2021 Q4	$293K	Hold	3,426	–	–	0.09%	194
2021 Q3	$259K	Hold	3,426	–	–	0.09%	200
2021 Q2	$278K	Sell	3,426 -200	-6%	-$16.4K	0.1%	181
2021 Q1	$287K	Sell	3,626 -60	-2%	-$4.7K	0.1%	177
2020 Q4	$316K	Sell	3,686 -1,850	-33%	-$153K	0.12%	162
2020 Q3	$425K	Buy	5,536 +1,910	+53%	+$146K	0.18%	132
2020 Q2	$266K	Sell	3,626 -200	-5%	-$14.2K	0.12%	160
2020 Q1	$253K	Buy	+3,826	New	+$270K	0.13%	157

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

J.W. Coons Advisors's CL Position: Q2 2025 in Review

J.W. Coons Advisors held its Colgate-Palmolive (CL) position steady in Q2 2025 at 5,502 shares worth $500K. The position accounts for 0.11% of the portfolio, ranked #154.

J.W. Coons Advisors first reported a position in CL in Q1 2020 and has held it in 22 quarters since. The position peaked at $532K in Q3 2024. 1,913 funds tracked by Wall St. Rank hold CL as of Q2 2025.

J.W. Coons Advisors held 5,502 shares of Colgate-Palmolive worth $500K as of Q2 2025.
J.W. Coons Advisors left its Colgate-Palmolive share count unchanged in Q2 2025.
Colgate-Palmolive made up 0.11% of J.W. Coons Advisors's portfolio in Q2 2025, its #154 holding.
J.W. Coons Advisors first reported a position in Colgate-Palmolive in Q1 2020 and has held it in 22 quarters since.
J.W. Coons Advisors's Colgate-Palmolive position peaked at $532K in Q3 2024.
1,913 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.