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Secure Asset Management’s Colgate-Palmolive CL Stock Holding History

Secure Asset 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
Q1 		– Sell
-2,988
Closed -$272K – 317
2024
Q4 		$272K Buy
2,988
+12
+0.4% +$1.15K 0.04% 265
2024
Q3 		$309K Buy
2,976
+10
+0.3% +$1.02K 0.05% 243
2024
Q2 		$288K Buy
2,966
+273
+10% +$25.2K 0.05% 235
2024
Q1 		$243K Buy
2,693
+10
+0.4% +$847 0.06% 207
2023
Q4 		$214K Buy
+2,683
New +$202K 0.06% 214
2023
Q3 		– Sell
-2,729
Closed -$210K – 211
2023
Q2 		$210K Buy
2,729
+11
+0.4% +$851 0.06% 181
2023
Q1 		$204K Sell
2,718
-5
-0.2% -$372 0.07% 184
2022
Q4 		$215K Buy
+2,723
New +$204K 0.08% 186
2022
Q3 		– Sell
-2,717
Closed -$218K – 158
2022
Q2 		$218K Buy
2,717
+11
+0.4% +$860 0.12% 145
2022
Q1 		$205K Buy
2,706
+118
+5% +$9.35K 0.09% 191
2021
Q4 		$221K Buy
+2,588
New +$202K 0.09% 186
2021
Q3 		– Sell
-2,567
Closed -$209K – 187
2021
Q2 		$209K Buy
2,567
+9
+0.4% +$736 0.11% 172
2021
Q1 		$202K Buy
2,558
+10
+0.4% +$784 0.11% 174
2020
Q4 		$218K Buy
+2,548
New +$211K 0.13% 142

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Secure Asset Management's CL Position: Q1 2025 in Review

Secure Asset Management sold out of Colgate-Palmolive (CL) in Q1 2025, closing a stake of 2,988 shares — an estimated $272K sold.

Secure Asset Management first reported a position in CL in Q4 2020 and held it in 14 quarters. The position peaked at $309K in Q3 2024. 1,942 funds tracked by Wall St. Rank hold CL as of Q1 2025.

  • Secure Asset Management reported no remaining Colgate-Palmolive position as of Q1 2025 after selling out during the quarter.
  • Secure Asset Management sold 2,988 Colgate-Palmolive shares in Q1 2025, an estimated $272K.
  • Secure Asset Management first reported a position in Colgate-Palmolive in Q4 2020 and held it in 14 quarters.
  • Secure Asset Management's Colgate-Palmolive position peaked at $309K in Q3 2024.
  • 1,942 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on Secure Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.