Koa Wealth Management’s Colgate-Palmolive CL Stock Holding History

Koa Wealth Management’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 Q4	–	Sell	-9,343	Closed	-$747K	–	59
2025 Q3	$747K	Buy	9,343 +90	+1%	+$7.68K	0.55%	42
2025 Q2	$841K	Buy	+9,253	New	+$845K	0.67%	38

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

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Koa Wealth Management's CL Position: Q4 2025 in Review

Koa Wealth Management sold out of Colgate-Palmolive (CL) in Q4 2025, closing a stake of 9,343 shares — an estimated $747K sold.

Koa Wealth Management first reported a position in CL in Q2 2025 and held it in 2 quarters. The position peaked at $841K in Q2 2025. 1,888 funds tracked by Wall St. Rank hold CL as of Q4 2025.

Koa Wealth Management reported no remaining Colgate-Palmolive position as of Q4 2025 after selling out during the quarter.
Koa Wealth Management sold 9,343 Colgate-Palmolive shares in Q4 2025, an estimated $747K.
Koa Wealth Management first reported a position in Colgate-Palmolive in Q2 2025 and held it in 2 quarters.
Koa Wealth Management's Colgate-Palmolive position peaked at $841K in Q2 2025.
1,888 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2025.

Based on Koa Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.