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Lake Street Private Wealth’s Colgate-Palmolive CL Stock Holding History

Lake Street Private 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
Q2 		– Sell
-2,441
Closed -$229K – 262
2025
Q1 		$229K Buy
2,441
+205
+9% +$18.4K 0.04% 224
2024
Q4 		$203K Sell
2,236
-1,822
-45% -$174K 0.03% 238
2024
Q3 		$421K Sell
4,058
-490
-11% -$49.9K 0.07% 178
2024
Q2 		$441K Buy
4,548
+146
+3% +$13.5K 0.06% 233
2024
Q1 		$396K Buy
4,402
+1,168
+36% +$99K 0.05% 237
2023
Q4 		$258K Buy
+3,234
New +$243K 0.04% 266
2023
Q3 		– Sell
-2,708
Closed -$209K – 287
2023
Q2 		$209K Sell
2,708
-128
-5% -$9.91K 0.04% 266
2023
Q1 		$213K Sell
2,836
-57
-2% -$4.24K 0.04% 261
2022
Q4 		$228K Buy
+2,893
New +$217K 0.05% 248
2022
Q3 		– Sell
-2,686
Closed -$215K – 285
2022
Q2 		$215K Hold
2,686
– – 0.05% 269
2022
Q1 		$204K Sell
2,686
-50
-2% -$3.96K 0.04% 300
2021
Q4 		$233K Buy
+2,736
New +$214K 0.04% 293

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Lake Street Private Wealth's CL Position: Q2 2025 in Review

Lake Street Private Wealth sold out of Colgate-Palmolive (CL) in Q2 2025, closing a stake of 2,441 shares — an estimated $229K sold.

Lake Street Private Wealth first reported a position in CL in Q4 2021 and held it in 12 quarters. The position peaked at $441K in Q2 2024. 1,913 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • Lake Street Private Wealth reported no remaining Colgate-Palmolive position as of Q2 2025 after selling out during the quarter.
  • Lake Street Private Wealth sold 2,441 Colgate-Palmolive shares in Q2 2025, an estimated $229K.
  • Lake Street Private Wealth first reported a position in Colgate-Palmolive in Q4 2021 and held it in 12 quarters.
  • Lake Street Private Wealth's Colgate-Palmolive position peaked at $441K in Q2 2024.
  • 1,913 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Lake Street Private Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.