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PCG Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

PCG 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
Q3 		– Sell
-2,486
Closed -$226K – 148
2025
Q2 		$226K Sell
2,486
-437
-15% -$39.9K 0.12% 83
2025
Q1 		$274K Hold
2,923
– – 0.1% 110
2024
Q4 		$266K Hold
2,923
– – 0.1% 107
2024
Q3 		$303K Hold
2,923
– – 0.12% 98
2024
Q2 		$284K Buy
+2,923
New +$270K 0.12% 97

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

PCG Wealth Advisors's CL Position: Q3 2025 in Review

PCG Wealth Advisors sold out of Colgate-Palmolive (CL) in Q3 2025, closing a stake of 2,486 shares — an estimated $226K sold.

PCG Wealth Advisors first reported a position in CL in Q2 2024 and held it in 5 quarters. The position peaked at $303K in Q3 2024. 1,847 funds tracked by Wall St. Rank hold CL as of Q3 2025.

  • PCG Wealth Advisors reported no remaining Colgate-Palmolive position as of Q3 2025 after selling out during the quarter.
  • PCG Wealth Advisors sold 2,486 Colgate-Palmolive shares in Q3 2025, an estimated $226K.
  • PCG Wealth Advisors first reported a position in Colgate-Palmolive in Q2 2024 and held it in 5 quarters.
  • PCG Wealth Advisors's Colgate-Palmolive position peaked at $303K in Q3 2024.
  • 1,847 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on PCG Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.