McDaniel Terry & Co’s Colgate-Palmolive CL Stock Holding History

McDaniel Terry & Co’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
2024 Q4	–	Sell	-1,932	Closed	-$201K	–	101
2024 Q3	$201K	Buy	+1,932	New	+$197K	0.02%	96
2023 Q2	–	Sell	-2,877	Closed	-$216K	–	91
2023 Q1	$216K	Hold	2,877	–	–	0.02%	86
2022 Q4	$227K	Hold	2,877	–	–	0.03%	82
2022 Q3	$202K	Hold	2,877	–	–	0.03%	88
2022 Q2	$231K	Hold	2,877	–	–	0.03%	86
2022 Q1	$218K	Buy	+2,877	New	+$228K	0.02%	89
2018 Q3	–	Sell	-4,268	Closed	-$277K	–	64
2018 Q2	$277K	Hold	4,268	–	–	0.05%	56
2018 Q1	$306K	Hold	4,268	–	–	0.06%	48
2017 Q4	$322K	Hold	4,268	–	–	0.06%	47
2017 Q3	$311K	Sell	4,268 -63	-1%	-$4.54K	0.06%	48
2017 Q2	$321K	Hold	4,331	–	–	0.06%	47
2017 Q1	$317K	Hold	4,331	–	–	0.06%	49
2016 Q4	$283K	Sell	4,331 -115	-3%	-$7.88K	0.06%	53
2016 Q3	$330K	Hold	4,446	–	–	0.07%	46
2016 Q2	$325K	Buy	+4,446	New	+$317K	0.07%	50

Other funds holding CL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

McDaniel Terry & Co's CL Position: Q4 2024 in Review

McDaniel Terry & Co sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 1,932 shares — an estimated $201K sold.

McDaniel Terry & Co first reported a position in CL in Q2 2016 and held it in 15 quarters. The position peaked at $330K in Q3 2016. 1,935 funds tracked by Wall St. Rank hold CL as of Q4 2024.

McDaniel Terry & Co reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
McDaniel Terry & Co sold 1,932 Colgate-Palmolive shares in Q4 2024, an estimated $201K.
McDaniel Terry & Co first reported a position in Colgate-Palmolive in Q2 2016 and held it in 15 quarters.
McDaniel Terry & Co's Colgate-Palmolive position peaked at $330K in Q3 2016.
1,935 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on McDaniel Terry & Co's 13F filing for Q4 2024, filed 3 Feb 2025.