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

McClarren 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
Q1 		– Sell
-615
Closed -$55K – 289
2024
Q4 		$55K Buy
+615
New +$58.7K 0.15% 76
2024
Q3 		– Sell
-97
Closed -$59K – 250
2024
Q2 		$59K Sell
97
-519
-84% -$47.9K 0.04% 134
2024
Q1 		$56K Buy
616
+1
+0.2% +$85 0.04% 137
2023
Q4 		$49K Buy
615
+4
+0.7% +$301 0.04% 158
2023
Q3 		$43K Buy
611
+4
+0.7% +$299 0.04% 154
2023
Q2 		$46K Buy
607
+4
+0.7% +$310 0.04% 157
2023
Q1 		$45K Buy
603
+3
+0.5% +$223 0.04% 151
2022
Q4 		$47K Hold
600
– – 0.04% 152
2022
Q3 		$42K Buy
+600
New +$47K 0.04% 148

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

McClarren Financial Advisors's CL Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Colgate-Palmolive (CL) in Q1 2025, closing a stake of 615 shares — an estimated $55K sold.

McClarren Financial Advisors first reported a position in CL in Q3 2022 and held it in 9 quarters. The position peaked at $59K in Q2 2024. 1,942 funds tracked by Wall St. Rank hold CL as of Q1 2025.

  • McClarren Financial Advisors reported no remaining Colgate-Palmolive position as of Q1 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 615 Colgate-Palmolive shares in Q1 2025, an estimated $55K.
  • McClarren Financial Advisors first reported a position in Colgate-Palmolive in Q3 2022 and held it in 9 quarters.
  • McClarren Financial Advisors's Colgate-Palmolive position peaked at $59K in Q2 2024.
  • 1,942 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.