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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
Q2 		– Sell
-3,371
Closed -$316K – 93
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 $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

Legacy Advisors's CL Position: Q2 2025 in Review

Legacy Advisors sold out of Colgate-Palmolive (CL) in Q2 2025, closing a stake of 3,371 shares — an estimated $316K sold.

Legacy Advisors first reported a position in CL in Q1 2018 and held it in 18 quarters. The position peaked at $367K in Q4 2022. 1,913 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • Legacy Advisors reported no remaining Colgate-Palmolive position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 3,371 Colgate-Palmolive shares in Q2 2025, an estimated $316K.
  • Legacy Advisors first reported a position in Colgate-Palmolive in Q1 2018 and held it in 18 quarters.
  • Legacy Advisors's Colgate-Palmolive position peaked at $367K in Q4 2022.
  • 1,913 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.