Marcum Wealth’s Colgate-Palmolive CL Stock Holding History

Marcum Wealth’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 Q1	$354K	Buy	3,774 +46	+1%	+$4.12K	0.03%	258
2024 Q4	$339K	Buy	3,728 +282	+8%	+$26.9K	0.03%	261
2024 Q3	$358K	Buy	3,446 +57	+2%	+$5.81K	0.03%	244
2024 Q2	$329K	Buy	3,389 +201	+6%	+$18.5K	0.03%	253
2024 Q1	$287K	Buy	3,188 +64	+2%	+$5.42K	0.03%	278
2023 Q4	$249K	Sell	3,124 -35	-1%	-$2.63K	0.03%	294
2023 Q3	$225K	Buy	3,159 +157	+5%	+$11.7K	0.03%	298
2023 Q2	$231K	Buy	+3,002	New	+$232K	0.03%	299

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Marcum Wealth's CL Position: Q1 2025 in Review

Marcum Wealth increased its Colgate-Palmolive (CL) stake by 1.2% in Q1 2025, buying an estimated $4.12K and bringing the position to 3,774 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #258.

Marcum Wealth first reported a position in CL in Q2 2023 and has held it in 8 quarters since. The position peaked at $358K in Q3 2024. 1,943 funds tracked by Wall St. Rank hold CL as of Q1 2025.

Marcum Wealth held 3,774 shares of Colgate-Palmolive worth $354K as of Q1 2025.
Marcum Wealth bought 46 Colgate-Palmolive shares in Q1 2025, an estimated $4.12K.
Colgate-Palmolive made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #258 holding.
Marcum Wealth first reported a position in Colgate-Palmolive in Q2 2023 and has held it in 8 quarters since.
Marcum Wealth's Colgate-Palmolive position peaked at $358K in Q3 2024.
1,943 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.