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

Resurgent 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
Q3 		– Sell
-5,752
Closed -$523K – 209
2025
Q2 		$523K Buy
5,752
+474
+9% +$43.3K 0.29% 104
2025
Q1 		$495K Buy
5,278
+287
+6% +$25.7K 0.3% 96
2024
Q4 		$454K Buy
+4,991
New +$476K 0.27% 105
2024
Q1 		– Sell
-802
Closed -$63.9K – 248
2023
Q4 		$63.9K Buy
802
+1
+0.1% +$75 0.04% 292
2023
Q3 		$57K Sell
801
-696
-46% -$52K 0.04% 305
2023
Q2 		$115K Buy
1,497
+5
+0.3% +$387 0.08% 218
2023
Q1 		$112K Sell
1,492
-285
-16% -$21.2K 0.07% 218
2022
Q4 		$140K Buy
+1,777
New +$133K 0.07% 255

Other funds holding CL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Resurgent Financial Advisors's CL Position: Q3 2025 in Review

Resurgent Financial Advisors sold out of Colgate-Palmolive (CL) in Q3 2025, closing a stake of 5,752 shares — an estimated $523K sold.

Resurgent Financial Advisors first reported a position in CL in Q4 2022 and held it in 8 quarters. The position peaked at $523K in Q2 2025. 1,843 funds tracked by Wall St. Rank hold CL as of Q3 2025.

  • Resurgent Financial Advisors reported no remaining Colgate-Palmolive position as of Q3 2025 after selling out during the quarter.
  • Resurgent Financial Advisors sold 5,752 Colgate-Palmolive shares in Q3 2025, an estimated $523K.
  • Resurgent Financial Advisors first reported a position in Colgate-Palmolive in Q4 2022 and held it in 8 quarters.
  • Resurgent Financial Advisors's Colgate-Palmolive position peaked at $523K in Q2 2025.
  • 1,843 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on Resurgent Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.