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Optimize Financial’s Colgate-Palmolive CL Stock Holding History

Optimize Financial’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
-5,088
Closed -$462K – 349
2025
Q2 		$462K Sell
5,088
-36
-0.7% -$3.29K 0.28% 91
2025
Q1 		$480K Buy
5,124
+721
+16% +$64.6K 0.18% 91
2024
Q4 		$400K Buy
+4,403
New +$420K 0.3% 95

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optimize Financial's CL Position: Q3 2025 in Review

Optimize Financial sold out of Colgate-Palmolive (CL) in Q3 2025, closing a stake of 5,088 shares — an estimated $462K sold.

Optimize Financial first reported a position in CL in Q4 2024 and held it in 3 quarters. The position peaked at $480K in Q1 2025. 1,845 funds tracked by Wall St. Rank hold CL as of Q3 2025.

  • Optimize Financial reported no remaining Colgate-Palmolive position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 5,088 Colgate-Palmolive shares in Q3 2025, an estimated $462K.
  • Optimize Financial first reported a position in Colgate-Palmolive in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Colgate-Palmolive position peaked at $480K in Q1 2025.
  • 1,845 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.