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Rockbridge Investment Management’s Colgate-Palmolive CL Stock Holding History

Rockbridge Investment Management’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
Q2 		– Sell
-2,161
Closed -$202K – 135
2025
Q1 		$202K Buy
+2,161
New +$194K 0.02% 130
2024
Q4 		– Sell
-2,161
Closed -$224K – 133
2024
Q3 		$224K Sell
2,161
-25
-1% -$2.55K 0.03% 117
2024
Q2 		$212K Buy
+2,186
New +$202K 0.03% 111
2024
Q1 		– Sell
-2,191
Closed -$175K – 208
2023
Q4 		$175K Buy
+2,191
New +$165K 0.03% 126
2022
Q3 		– Sell
-191
Closed -$15.3K – 188
2022
Q2 		$15.3K Hold
191
– – ﹤0.01% 326
2022
Q1 		$14.6K Hold
191
– – ﹤0.01% 454
2021
Q4 		$16K Hold
191
– – ﹤0.01% 507
2021
Q3 		$14K Buy
191
+21
+12% +$1.67K ﹤0.01% 478
2021
Q2 		$14K Buy
170
+5
+3% +$409 ﹤0.01% 469
2021
Q1 		$13K Sell
165
-114
-41% -$8.94K ﹤0.01% 469
2020
Q4 		$24K Buy
279
+139
+99% +$11.5K ﹤0.01% 390
2020
Q3 		$11K Hold
140
– – ﹤0.01% 455
2020
Q2 		$10K Buy
+140
New +$9.95K ﹤0.01% 423

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Rockbridge Investment Management's CL Position: Q2 2025 in Review

Rockbridge Investment Management sold out of Colgate-Palmolive (CL) in Q2 2025, closing a stake of 2,161 shares — an estimated $202K sold.

Rockbridge Investment Management first reported a position in CL in Q2 2020 and held it in 13 quarters. The position peaked at $224K in Q3 2024. 1,913 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • Rockbridge Investment Management reported no remaining Colgate-Palmolive position as of Q2 2025 after selling out during the quarter.
  • Rockbridge Investment Management sold 2,161 Colgate-Palmolive shares in Q2 2025, an estimated $202K.
  • Rockbridge Investment Management first reported a position in Colgate-Palmolive in Q2 2020 and held it in 13 quarters.
  • Rockbridge Investment Management's Colgate-Palmolive position peaked at $224K in Q3 2024.
  • 1,913 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Rockbridge Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.