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

LGT 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
-11
Closed -$1K – 435
2025
Q2 		$1K Buy
+11
New +$1K ﹤0.01% 394
2025
Q1 		– Sell
-1,650
Closed -$150K – 379
2024
Q4 		$150K Buy
+1,650
New +$157K 0.33% 61

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
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

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

LGT Financial Advisors sold out of Colgate-Palmolive (CL) in Q3 2025, closing a stake of 11 shares — an estimated $1K sold.

LGT Financial Advisors first reported a position in CL in Q4 2024 and held it in 2 quarters. The position peaked at $150K in Q4 2024. 1,847 funds tracked by Wall St. Rank hold CL as of Q3 2025.

  • LGT Financial Advisors reported no remaining Colgate-Palmolive position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 11 Colgate-Palmolive shares in Q3 2025, an estimated $1K.
  • LGT Financial Advisors first reported a position in Colgate-Palmolive in Q4 2024 and held it in 2 quarters.
  • LGT Financial Advisors's Colgate-Palmolive position peaked at $150K in Q4 2024.
  • 1,847 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.