M3 Advisory Group’s Colgate-Palmolive CL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,874
Closed -$230K 145
2025
Q3
$230K Sell
2,874
-127
-4% -$10.8K 0.14% 129
2025
Q2
$273K Sell
3,001
-309
-9% -$28.2K 0.19% 100
2025
Q1
$310K Buy
3,310
+135
+4% +$12.1K 0.25% 86
2024
Q4
$289K Buy
3,175
+88
+3% +$8.4K 0.21% 101
2024
Q3
$320K Sell
3,087
-76
-2% -$7.75K 0.24% 97
2024
Q2
$307K Buy
3,163
+97
+3% +$8.95K 0.25% 95
2024
Q1
$276K Sell
3,066
-827
-21% -$70.1K 0.25% 96
2023
Q4
$310K Buy
+3,893
New +$293K 0.36% 64

Other funds holding CL

M3 Advisory Group's CL Position: Q4 2025 in Review

M3 Advisory Group sold out of Colgate-Palmolive (CL) in Q4 2025, closing a stake of 2,874 shares — an estimated $230K sold.

M3 Advisory Group first reported a position in CL in Q4 2023 and held it in 8 quarters. The position peaked at $320K in Q3 2024. 1,887 funds tracked by Wall St. Rank hold CL as of Q4 2025.

  • M3 Advisory Group reported no remaining Colgate-Palmolive position as of Q4 2025 after selling out during the quarter.
  • M3 Advisory Group sold 2,874 Colgate-Palmolive shares in Q4 2025, an estimated $230K.
  • M3 Advisory Group first reported a position in Colgate-Palmolive in Q4 2023 and held it in 8 quarters.
  • M3 Advisory Group's Colgate-Palmolive position peaked at $320K in Q3 2024.
  • 1,887 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2025.

Based on M3 Advisory Group's 13F filing for Q4 2025, filed 16 Jan 2026.