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McDonald Partners’s Colgate-Palmolive CL Stock Holding History

McDonald Partners’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
Q3 		– Sell
-10,548
Closed -$964K – 229
2025
Q2 		$964K Buy
10,548
+101
+1% +$9.22K 0.23% 119
2025
Q1 		$984K Buy
10,447
+451
+5% +$40.4K 0.26% 108
2024
Q4 		$909K Buy
9,996
+172
+2% +$16.4K 0.23% 117
2024
Q3 		$1.02M Sell
9,824
-372
-4% -$37.9K 0.26% 109
2024
Q2 		$989K Buy
10,196
+195
+2% +$18K 0.27% 103
2024
Q1 		$901K Buy
10,001
+5
+0.1% +$424 0.25% 112
2023
Q4 		$797K Buy
9,996
+521
+5% +$39.2K 0.24% 113
2023
Q3 		$674K Buy
9,475
+164
+2% +$12.3K 0.22% 124
2023
Q2 		$717K Buy
9,311
+89
+1% +$6.89K 0.22% 123
2023
Q1 		$693K Buy
9,222
+485
+6% +$36.1K 0.22% 122
2022
Q4 		$688K Buy
8,737
+352
+4% +$26.4K 0.24% 119
2022
Q3 		$589K Buy
8,385
+209
+3% +$16.4K 0.22% 121
2022
Q2 		$655K Buy
8,176
+169
+2% +$13.2K 0.17% 159
2022
Q1 		$607K Buy
+8,007
New +$634K 0.13% 178
2021
Q4 		– Sell
-7,228
Closed -$546K – 579
2021
Q3 		$546K Buy
7,228
+848
+13% +$67.3K 0.13% 181
2021
Q2 		$519K Buy
6,380
+100
+2% +$8.18K 0.12% 184
2021
Q1 		$495K Sell
6,280
-7
-0.1% -$549 0.13% 173
2020
Q4 		$538K Buy
+6,287
New +$520K 0.15% 158

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return