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Legend Financial Advisors’s Colgate-Palmolive CL Stock Holding History

Legend Financial 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
Q3 		– Sell
-82
Closed -$7.45K – 59
2025
Q2 		$7.45K Buy
+82
New +$7.49K 0.01% 124
2025
Q1 		– Sell
-82
Closed -$7.46K – 73
2024
Q4 		$7.46K Hold
82
– – 0.01% 131
2024
Q3 		$8.51K Sell
82
-91
-53% -$9.28K 0.01% 108
2024
Q2 		$16.8K Sell
173
-16
-8% -$1.48K 0.01% 114
2024
Q1 		$17K Buy
189
+66
+54% +$5.59K 0.01% 102
2023
Q4 		$9.8K Buy
123
+32
+35% +$2.41K 0.01% 125
2023
Q3 		$6.47K Sell
91
-150
-62% -$11.2K 0.01% 152
2023
Q2 		$18.6K Buy
241
+50
+26% +$3.87K 0.02% 107
2023
Q1 		$14.4K Sell
191
-50
-21% -$3.72K 0.01% 124
2022
Q4 		$19K Buy
241
+150
+165% +$11.2K 0.02% 115
2022
Q3 		$6.39K Buy
+91
New +$7.13K 0.01% 172

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 $3.37T AUM 44.26% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legend Financial Advisors's CL Position: Q3 2025 in Review

Legend Financial Advisors sold out of Colgate-Palmolive (CL) in Q3 2025, closing a stake of 82 shares — an estimated $7.45K sold.

Legend Financial Advisors first reported a position in CL in Q3 2022 and held it in 11 quarters. The position peaked at $19K in Q4 2022. 1,845 funds tracked by Wall St. Rank hold CL as of Q3 2025.

  • Legend Financial Advisors reported no remaining Colgate-Palmolive position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 82 Colgate-Palmolive shares in Q3 2025, an estimated $7.45K.
  • Legend Financial Advisors first reported a position in Colgate-Palmolive in Q3 2022 and held it in 11 quarters.
  • Legend Financial Advisors's Colgate-Palmolive position peaked at $19K in Q4 2022.
  • 1,845 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.