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Park Square Financial Group’s Colgate-Palmolive CL Stock Holding History

Park Square Financial Group’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
-199
Closed -$18.1K – 379
2025
Q2 		$18.1K Hold
199
– – 0.01% 486
2025
Q1 		$18.6K Buy
199
+69
+53% +$6.18K 0.01% 460
2024
Q4 		$11.8K Buy
+130
New +$12.4K 0.01% 553

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 $3.38T AUM 44.17% 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

Park Square Financial Group's CL Position: Q3 2025 in Review

Park Square Financial Group sold out of Colgate-Palmolive (CL) in Q3 2025, closing a stake of 199 shares — an estimated $18.1K sold.

Park Square Financial Group first reported a position in CL in Q4 2024 and held it in 3 quarters. The position peaked at $18.6K in Q1 2025. 1,847 funds tracked by Wall St. Rank hold CL as of Q3 2025.

  • Park Square Financial Group reported no remaining Colgate-Palmolive position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 199 Colgate-Palmolive shares in Q3 2025, an estimated $18.1K.
  • Park Square Financial Group first reported a position in Colgate-Palmolive in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Colgate-Palmolive position peaked at $18.6K in Q1 2025.
  • 1,847 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.