NWF Advisory Services’s Colgate-Palmolive CL Stock Holding History

NWF Advisory 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
2025 Q3	–	Sell	-8,261	Closed	-$751K	–	425
2025 Q2	$751K	Buy	8,261 +50	+0.6%	+$4.57K	0.09%	153
2025 Q1	$769K	Sell	8,211 -1,865	-19%	-$167K	0.11%	130
2024 Q4	$916K	Buy	10,076 +5,369	+114%	+$512K	0.13%	92
2024 Q3	$489K	Buy	4,707 +50	+1%	+$5.1K	0.07%	168
2024 Q2	$452K	Buy	4,657 +1	+0%	+$92	0.07%	167
2024 Q1	$419K	Hold	4,656	–	–	0.07%	181
2023 Q4	$371K	Buy	4,656 +1	+0%	+$75	0.07%	175
2023 Q3	$331K	Buy	4,655 +1	+0%	+$75	0.08%	173
2023 Q2	$359K	Hold	4,654	–	–	0.08%	168
2023 Q1	$359K	Buy	+4,654	New	+$346K	0.08%	167

Other funds holding CL

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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