Peak Financial Advisors’s Colgate-Palmolive CL Stock Holding History

Peak Financial 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	-14,462	Closed	-$1.31M	–	76
2024 Q4	$1.31M	Buy	+14,462	New	+$1.38M	0.68%	37

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

Peak Financial Advisors's CL Position: Q1 2025 in Review

Peak Financial Advisors sold out of Colgate-Palmolive (CL) in Q1 2025, closing a stake of 14,462 shares — an estimated $1.31M sold.

Peak Financial Advisors first reported a position in CL in Q4 2024 and held it in 1 quarter. The position peaked at $1.31M in Q4 2024. 1,942 funds tracked by Wall St. Rank hold CL as of Q1 2025.

Peak Financial Advisors reported no remaining Colgate-Palmolive position as of Q1 2025 after selling out during the quarter.
Peak Financial Advisors sold 14,462 Colgate-Palmolive shares in Q1 2025, an estimated $1.31M.
Peak Financial Advisors first reported a position in Colgate-Palmolive in Q4 2024 and held it in 1 quarter.
Peak Financial Advisors's Colgate-Palmolive position peaked at $1.31M in Q4 2024.
1,942 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on Peak Financial Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.