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OneAscent Family Office’s Colgate-Palmolive CL Stock Holding History

OneAscent Family Office’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
Q4 		– Sell
-3,363
Closed -$269K – 181
2025
Q3 		$269K Sell
3,363
-118
-3% -$10.1K 0.22% 117
2025
Q2 		$316K Sell
3,481
-2,625
-43% -$240K 0.3% 82
2025
Q1 		$572K Buy
6,106
+3,132
+105% +$280K 0.53% 59
2024
Q4 		$270K Buy
+2,974
New +$284K 0.49% 51

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OneAscent Family Office's CL Position: Q4 2025 in Review

OneAscent Family Office sold out of Colgate-Palmolive (CL) in Q4 2025, closing a stake of 3,363 shares — an estimated $269K sold.

OneAscent Family Office first reported a position in CL in Q4 2024 and held it in 4 quarters. The position peaked at $572K in Q1 2025. 1,887 funds tracked by Wall St. Rank hold CL as of Q4 2025.

  • OneAscent Family Office reported no remaining Colgate-Palmolive position as of Q4 2025 after selling out during the quarter.
  • OneAscent Family Office sold 3,363 Colgate-Palmolive shares in Q4 2025, an estimated $269K.
  • OneAscent Family Office first reported a position in Colgate-Palmolive in Q4 2024 and held it in 4 quarters.
  • OneAscent Family Office's Colgate-Palmolive position peaked at $572K in Q1 2025.
  • 1,887 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2025.

Based on OneAscent Family Office's 13F filing for Q4 2025, filed 11 Feb 2026.