Schechter Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Schechter Investment 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	$292K	Buy	3,115 +304	+11%	+$27.2K	0.02%	480
2024 Q4	$256K	Buy	2,811 +158	+6%	+$15.1K	0.02%	522
2024 Q3	$275K	Buy	2,653 +74	+3%	+$7.54K	0.02%	515
2024 Q2	$250K	Buy	2,579 +56	+2%	+$5.17K	0.02%	512
2024 Q1	$227K	Buy	+2,523	New	+$214K	0.02%	557
2023 Q3	–	Sell	-3,158	Closed	-$243K	–	647
2023 Q2	$243K	Buy	3,158 +384	+14%	+$29.7K	0.02%	538
2023 Q1	$208K	Sell	2,774 -1,061	-28%	-$78.9K	0.02%	612
2022 Q4	$302K	Buy	+3,835	New	+$288K	0.03%	631
2022 Q3	–	Sell	-3,231	Closed	-$259K	–	958
2022 Q2	$259K	Buy	+3,231	New	+$253K	0.03%	758
2022 Q1	–	Sell	-2,764	Closed	-$236K	–	937
2021 Q4	$236K	Buy	+2,764	New	+$216K	0.02%	754

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

Schechter Investment Advisors's CL Position: Q1 2025 in Review

Schechter Investment Advisors increased its Colgate-Palmolive (CL) stake by 11% in Q1 2025, buying an estimated $27.2K and bringing the position to 3,115 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #480.

Schechter Investment Advisors first reported a position in CL in Q4 2021 and has held it in 10 quarters since. The position peaked at $302K in Q4 2022. 1,942 funds tracked by Wall St. Rank hold CL as of Q1 2025.

Schechter Investment Advisors held 3,115 shares of Colgate-Palmolive worth $292K as of Q1 2025.
Schechter Investment Advisors bought 304 Colgate-Palmolive shares in Q1 2025, an estimated $27.2K.
Colgate-Palmolive made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #480 holding.
Schechter Investment Advisors first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 10 quarters since.
Schechter Investment Advisors's Colgate-Palmolive position peaked at $302K in Q4 2022.
1,942 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.