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Legacy Advisors’s Colgate-Palmolive CL Stock Holding History

Legacy 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
Q1 		$316K Buy
3,371
+659
+24% +$59K 0.03% 316
2024
Q4 		$247K Buy
2,712
+103
+4% +$9.83K 0.02% 344
2024
Q3 		$271K Buy
2,609
+141
+6% +$14.4K 0.03% 309
2024
Q2 		$239K Buy
2,468
+179
+8% +$16.5K 0.03% 288
2024
Q1 		$206K Sell
2,289
-411
-15% -$34.8K 0.03% 299
2023
Q4 		$215K Sell
2,700
-1,272
-32% -$95.6K 0.03% 288
2023
Q3 		$282K Sell
3,972
-16
-0.4% -$1.2K 0.05% 237
2023
Q2 		$307K Sell
3,988
-823
-17% -$63.7K 0.05% 217
2023
Q1 		$362K Buy
4,811
+154
+3% +$11.5K 0.07% 182
2022
Q4 		$367K Buy
4,657
+275
+6% +$20.6K 0.07% 174
2022
Q3 		$308K Buy
4,382
+106
+2% +$8.31K 0.07% 171
2022
Q2 		$343K Buy
4,276
+698
+20% +$54.6K 0.07% 157
2022
Q1 		$271K Buy
+3,578
New +$283K 0.05% 174
2019
Q3 		– Sell
-1,987
Closed -$142K – 157
2019
Q2 		$142K Buy
1,987
+900
+83% +$63.9K 0.1% 130
2019
Q1 		$75K Buy
+1,087
New +$70.2K 0.02% 183
2018
Q4 		– Sell
-1,087
Closed -$73K – 174
2018
Q3 		$73K Hold
1,087
– – 0.04% 199
2018
Q2 		$70K Hold
1,087
– – 0.05% 163
2018
Q1 		$78K Buy
+1,087
New +$78.2K 0.06% 130

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Legacy Advisors's CL Position: Q1 2025 in Review

Legacy Advisors increased its Colgate-Palmolive (CL) stake by 24% in Q1 2025, buying an estimated $59K and bringing the position to 3,371 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #316.

Legacy Advisors first reported a position in CL in Q1 2018 and has held it in 18 quarters since. The position peaked at $367K in Q4 2022. 1,948 funds tracked by Wall St. Rank hold CL as of Q1 2025.

  • Legacy Advisors held 3,371 shares of Colgate-Palmolive worth $316K as of Q1 2025.
  • Legacy Advisors bought 659 Colgate-Palmolive shares in Q1 2025, an estimated $59K.
  • Colgate-Palmolive made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #316 holding.
  • Legacy Advisors first reported a position in Colgate-Palmolive in Q1 2018 and has held it in 18 quarters since.
  • Legacy Advisors's Colgate-Palmolive position peaked at $367K in Q4 2022.
  • 1,948 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.