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Monterey Private Wealth’s Colgate-Palmolive CL Stock Holding History

Monterey Private 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 		$281K Buy
2,996
+22
+0.7% +$1.97K 0.08% 98
2024
Q4 		$270K Sell
2,974
-30
-1% -$2.86K 0.09% 102
2024
Q3 		$312K Buy
3,004
+14
+0.5% +$1.43K 0.11% 93
2024
Q2 		$290K Sell
2,990
-17
-0.6% -$1.57K 0.11% 90
2024
Q1 		$271K Buy
3,007
+58
+2% +$4.91K 0.11% 89
2023
Q4 		$235K Buy
2,949
+17
+0.6% +$1.28K 0.11% 92
2023
Q3 		$208K Buy
2,932
+19
+0.7% +$1.42K 0.1% 92
2023
Q2 		$224K Buy
2,913
+24
+0.8% +$1.86K 0.11% 95
2023
Q1 		$217K Buy
2,889
+26
+0.9% +$1.93K 0.11% 93
2022
Q4 		$226K Sell
2,863
-271
-9% -$20.3K 0.12% 92
2022
Q3 		$225K Buy
3,134
+276
+10% +$21.6K 0.13% 84
2022
Q2 		$229K Buy
2,858
+95
+3% +$7.43K 0.13% 87
2022
Q1 		$211K Buy
2,763
+16
+0.6% +$1.27K 0.1% 117
2021
Q4 		$234K Buy
2,747
+16
+0.6% +$1.25K 0.12% 95
2021
Q3 		$203K Buy
2,731
+99
+4% +$7.86K 0.11% 96
2021
Q2 		$214K Buy
2,632
+14
+0.5% +$1.15K 0.12% 94
2021
Q1 		$208K Buy
2,618
+15
+0.6% +$1.18K 0.11% 92
2020
Q4 		$223K Buy
+2,603
New +$215K 0.13% 83

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

Monterey Private Wealth's CL Position: Q1 2025 in Review

Monterey Private Wealth increased its Colgate-Palmolive (CL) stake by 0.74% in Q1 2025, buying an estimated $1.97K and bringing the position to 2,996 shares worth $281K. The position accounts for 0.08% of the portfolio, ranked #98.

Monterey Private Wealth first reported a position in CL in Q4 2020 and has held it in 18 quarters since. The position peaked at $312K in Q3 2024. 1,942 funds tracked by Wall St. Rank hold CL as of Q1 2025.

  • Monterey Private Wealth held 2,996 shares of Colgate-Palmolive worth $281K as of Q1 2025.
  • Monterey Private Wealth bought 22 Colgate-Palmolive shares in Q1 2025, an estimated $1.97K.
  • Colgate-Palmolive made up 0.08% of Monterey Private Wealth's portfolio in Q1 2025, its #98 holding.
  • Monterey Private Wealth first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 18 quarters since.
  • Monterey Private Wealth's Colgate-Palmolive position peaked at $312K in Q3 2024.
  • 1,942 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.