Pacific Capital Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Pacific Capital Wealth Advisors’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	–	Sell	-200	Closed	-$18.2K	–	138
2024 Q4	$18.2K	Hold	200	–	–	﹤0.01%	228
2024 Q3	$20.8K	Sell	200 -369	-65%	-$37.6K	﹤0.01%	234
2024 Q2	$55.2K	Buy	569 +369	+185%	+$34K	0.01%	145
2024 Q1	$18K	Hold	200	–	–	﹤0.01%	196
2023 Q4	$15.9K	Buy	+200	New	+$15K	﹤0.01%	208
2020 Q4	–	Sell	-200	Closed	-$15K	–	90
2020 Q3	$15K	Buy	+200	New	+$15.2K	0.01%	157

Other funds holding CL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Pacific Capital Wealth Advisors's CL Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Colgate-Palmolive (CL) in Q1 2025, closing a stake of 200 shares — an estimated $18.2K sold.

Pacific Capital Wealth Advisors first reported a position in CL in Q3 2020 and held it in 6 quarters. The position peaked at $55.2K in Q2 2024. 1,942 funds tracked by Wall St. Rank hold CL as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Colgate-Palmolive position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 200 Colgate-Palmolive shares in Q1 2025, an estimated $18.2K.
Pacific Capital Wealth Advisors first reported a position in Colgate-Palmolive in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Colgate-Palmolive position peaked at $55.2K in Q2 2024.
1,942 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.