LM Advisors’s Colgate-Palmolive CL Stock Holding History

LM 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	-7,906	Closed	-$741K	–	201
2025 Q1	$741K	Buy	+7,906	New	+$708K	0.13%	122
2024 Q2	–	Sell	-4,004	Closed	-$361K	–	196
2024 Q1	$361K	Hold	4,004	–	–	0.06%	163
2023 Q4	$319K	Buy	+4,004	New	+$301K	0.06%	146

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

LM Advisors's CL Position: Q2 2025 in Review

LM Advisors sold out of Colgate-Palmolive (CL) in Q2 2025, closing a stake of 7,906 shares — an estimated $741K sold.

LM Advisors first reported a position in CL in Q4 2023 and held it in 3 quarters. The position peaked at $741K in Q1 2025. 1,913 funds tracked by Wall St. Rank hold CL as of Q2 2025.

LM Advisors reported no remaining Colgate-Palmolive position as of Q2 2025 after selling out during the quarter.
LM Advisors sold 7,906 Colgate-Palmolive shares in Q2 2025, an estimated $741K.
LM Advisors first reported a position in Colgate-Palmolive in Q4 2023 and held it in 3 quarters.
LM Advisors's Colgate-Palmolive position peaked at $741K in Q1 2025.
1,913 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.