Montag & Caldwell’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
Q2
$232K Hold
2,548
0.05% 87
2025
Q1
$239K Hold
2,548
0.06% 86
2024
Q4
$232K Hold
2,548
0.05% 89
2024
Q3
$265K Hold
2,548
0.05% 83
2024
Q2
$247K Hold
2,548
0.05% 81
2024
Q1
$229K Hold
2,548
0.04% 83
2023
Q4
$203K Buy
+2,548
New +$192K 0.04% 81
2023
Q1
Sell
-2,548
Closed -$201K 85
2022
Q4
$201K Buy
+2,548
New +$191K 0.03% 85
2022
Q3
Sell
-2,548
Closed -$204K 89
2022
Q2
$204K Buy
+2,548
New +$199K 0.03% 93
2020
Q1
Sell
-4,000
Closed -$275K 69
2019
Q4
$275K Hold
4,000
0.01% 74
2019
Q3
$294K Hold
4,000
0.02% 65
2019
Q2
$287K Sell
4,000
-1,400
-26% -$99.4K 0.01% 64
2019
Q1
$370K Hold
5,400
0.02% 61
2018
Q4
$321K Hold
5,400
0.02% 60
2018
Q3
$362K Sell
5,400
-2,700
-33% -$180K 0.01% 51
2018
Q2
$525K Sell
8,100
-1,300
-14% -$85K 0.02% 53
2018
Q1
$674K Buy
9,400
+4,000
+74% +$288K 0.02% 39
2017
Q4
$407K Hold
5,400
0.01% 64
2017
Q3
$393K Hold
5,400
0.01% 61
2017
Q2
$400K Hold
5,400
0.01% 60
2017
Q1
$395K Sell
5,400
-3,000
-36% -$210K 0.01% 77
2016
Q4
$550K Sell
8,400
-871,894
-99% -$59.8M 0.01% 66
2016
Q3
$65.3M Sell
880,294
-411,945
-32% -$30.5M 1.37% 30
2016
Q2
$94.6M Sell
1,292,239
-489,928
-27% -$34.9M 1.93% 27
2016
Q1
$126M Sell
1,782,167
-385,799
-18% -$25.7M 2.31% 23
2015
Q4
$144M Sell
2,167,966
-480,745
-18% -$32M 2.67% 19
2015
Q3
$168M Sell
2,648,711
-296,449
-10% -$19.4M 2.8% 21
2015
Q2
$193M Sell
2,945,160
-544,055
-16% -$36.9M 2.74% 18
2015
Q1
$242M Sell
3,489,215
-331,000
-9% -$22.9M 2.94% 14
2014
Q4
$264M Sell
3,820,215
-566,381
-13% -$38.3M 2.89% 16
2014
Q3
$286M Sell
4,386,596
-637,055
-13% -$42M 2.97% 17
2014
Q2
$343M Sell
5,023,651
-355,734
-7% -$23.8M 3.07% 17
2014
Q1
$349M Sell
5,379,385
-886,625
-14% -$55.9M 3.05% 15
2013
Q4
$409M Sell
6,266,010
-426,401
-6% -$27.3M 3.06% 15
2013
Q3
$397M Sell
6,692,411
-206,660
-3% -$12.2M 2.99% 16
2013
Q2
$395M Buy
+6,899,071
New +$410M 2.97% 15

Other funds holding CL

Montag & Caldwell's CL Position: Q2 2025 in Review

Montag & Caldwell held its Colgate-Palmolive (CL) position steady in Q2 2025 at 2,548 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #87.

Montag & Caldwell first reported a position in CL in Q2 2013 and has held it in 36 quarters since. The position peaked at $409M in Q4 2013. 1,914 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • Montag & Caldwell held 2,548 shares of Colgate-Palmolive worth $232K as of Q2 2025.
  • Montag & Caldwell left its Colgate-Palmolive share count unchanged in Q2 2025.
  • Colgate-Palmolive made up 0.05% of Montag & Caldwell's portfolio in Q2 2025, its #87 holding.
  • Montag & Caldwell first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 36 quarters since.
  • Montag & Caldwell's Colgate-Palmolive position peaked at $409M in Q4 2013.
  • 1,914 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.