KWAG
CL icon

Kiely Wealth Advisory Group’s Colgate-Palmolive CL Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$34.4K Hold
400
– – 0.02% 137
2024
Q3 		$36.8K Hold
400
– – 0.02% 131
2024
Q2 		$41K Hold
400
– – 0.02% 114
2024
Q1 		$36.2K Hold
400
– – 0.02% 112
2023
Q4 		$33.3K Buy
+400
New +$30.1K 0.02% 114

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Kiely Wealth Advisory Group's CL Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Colgate-Palmolive (CL) position steady in Q4 2024 at 400 shares worth $34.4K. The position accounts for 0.02% of the portfolio, ranked #137.

Kiely Wealth Advisory Group first reported a position in CL in Q4 2023 and has held it in 5 quarters since. The position peaked at $41K in Q2 2024. 1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Kiely Wealth Advisory Group held 400 shares of Colgate-Palmolive worth $34.4K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Colgate-Palmolive share count unchanged in Q4 2024.
  • Colgate-Palmolive made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #137 holding.
  • Kiely Wealth Advisory Group first reported a position in Colgate-Palmolive in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Colgate-Palmolive position peaked at $41K in Q2 2024.
  • 1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.