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SageView Advisory Group’s Colgate-Palmolive CL Stock Holding History

SageView Advisory Group’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
Q4 		$133K Buy
+1,684
New +$132K ﹤0.01% 733
2025
Q3 		– Sell
-8,160
Closed -$706K – 647
2025
Q2 		$706K Sell
8,160
-239
-3% -$21.8K 0.03% 302
2025
Q1 		$787K Buy
+8,399
New +$752K 0.03% 260

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

SageView Advisory Group's CL Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Colgate-Palmolive (CL) in Q4 2025: 1,684 shares worth $133K. The stake represents ﹤0.01% of the portfolio and ranks #733 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in CL as recently as Q2 2025.

SageView Advisory Group first reported a position in CL in Q1 2025 and has held it in 3 quarters since. The position peaked at $787K in Q1 2025. 1,888 funds tracked by Wall St. Rank hold CL as of Q4 2025.

  • SageView Advisory Group held 1,684 shares of Colgate-Palmolive worth $133K as of Q4 2025.
  • Colgate-Palmolive was a new SageView Advisory Group position in Q4 2025.
  • Colgate-Palmolive made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #733 holding.
  • SageView Advisory Group first reported a position in Colgate-Palmolive in Q1 2025 and has held it in 3 quarters since.
  • SageView Advisory Group's Colgate-Palmolive position peaked at $787K in Q1 2025.
  • 1,888 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.