Rice Partnership’s Colgate-Palmolive CL Stock Holding History

Rice Partnership’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	-4,056	Closed	-$369K	–	191
2025 Q2	$369K	Hold	4,056	–	–	0.06%	87
2025 Q1	$380K	Sell	4,056 -2,067	-34%	-$185K	0.08%	75
2024 Q4	$557K	Hold	6,123	–	–	0.11%	64
2024 Q3	$636K	Buy	6,123 +36	+0.6%	+$3.67K	0.13%	61
2024 Q2	$591K	Hold	6,087	–	–	0.13%	64
2024 Q1	$548K	Buy	6,087 +456	+8%	+$38.6K	0.13%	63
2023 Q4	$449K	Hold	5,631	–	–	0.12%	68
2023 Q3	$400K	Hold	5,631	–	–	0.11%	71
2023 Q2	$434K	Hold	5,631	–	–	0.12%	73
2023 Q1	$423K	Sell	5,631 -551	-9%	-$41K	0.13%	71
2022 Q4	$487K	Hold	6,182	–	–	0.15%	69
2022 Q3	$434K	Hold	6,182	–	–	0.14%	69
2022 Q2	$495K	Hold	6,182	–	–	0.17%	63
2022 Q1	$469K	Hold	6,182	–	–	0.14%	68
2021 Q4	$528K	Hold	6,182	–	–	0.15%	62
2021 Q3	$467K	Sell	6,182 -1,078	-15%	-$85.6K	0.15%	65
2021 Q2	$591K	Buy	7,260 +78	+1%	+$6.38K	0.19%	64
2021 Q1	$566K	Sell	7,182 -160	-2%	-$12.5K	0.2%	60
2020 Q4	$628K	Buy	7,342 +1,160	+19%	+$95.9K	0.23%	55
2020 Q3	$477K	Buy	+6,182	New	+$471K	0.21%	55

Other funds holding CL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rice Partnership's CL Position: Q3 2025 in Review

Rice Partnership sold out of Colgate-Palmolive (CL) in Q3 2025, closing a stake of 4,056 shares — an estimated $369K sold.

Rice Partnership first reported a position in CL in Q3 2020 and held it in 20 quarters. The position peaked at $636K in Q3 2024. 1,845 funds tracked by Wall St. Rank hold CL as of Q3 2025.

Rice Partnership reported no remaining Colgate-Palmolive position as of Q3 2025 after selling out during the quarter.
Rice Partnership sold 4,056 Colgate-Palmolive shares in Q3 2025, an estimated $369K.
Rice Partnership first reported a position in Colgate-Palmolive in Q3 2020 and held it in 20 quarters.
Rice Partnership's Colgate-Palmolive position peaked at $636K in Q3 2024.
1,845 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on Rice Partnership's 13F filing for Q3 2025, filed 10 Nov 2025.