MIS
CL icon

Morningstar Investment Services’s Colgate-Palmolive CL Stock Holding History

Morningstar Investment Services’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
-4,426
Closed -$459K – 180
2024
Q3 		$459K Buy
4,426
+600
+16% +$61.2K ﹤0.01% 281
2024
Q2 		$376K Buy
3,826
+672
+21% +$62K ﹤0.01% 281
2024
Q1 		$284K Sell
3,154
-3,746
-54% -$317K ﹤0.01% 292
2023
Q4 		$547K Buy
+6,900
New +$519K ﹤0.01% 281

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morningstar Investment Services's CL Position: Q4 2024 in Review

Morningstar Investment Services sold out of Colgate-Palmolive (CL) in Q4 2024, closing a stake of 4,426 shares — an estimated $459K sold.

Morningstar Investment Services first reported a position in CL in Q4 2023 and held it in 4 quarters. The position peaked at $547K in Q4 2023. 1,933 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Morningstar Investment Services reported no remaining Colgate-Palmolive position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 4,426 Colgate-Palmolive shares in Q4 2024, an estimated $459K.
  • Morningstar Investment Services first reported a position in Colgate-Palmolive in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's Colgate-Palmolive position peaked at $547K in Q4 2023.
  • 1,933 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.