Sierra Ocean’s Colgate-Palmolive CL Stock Holding History

Sierra Ocean’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	-947	Closed	-$86.1K	–	217
2025 Q2	$86.1K	Hold	947	–	–	0.06%	119
2025 Q1	$88.8K	Buy	947 +277	+41%	+$24.8K	0.07%	108
2024 Q4	$60.9K	Buy	+670	New	+$63.9K	0.05%	145

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

Sierra Ocean's CL Position: Q3 2025 in Review

Sierra Ocean sold out of Colgate-Palmolive (CL) in Q3 2025, closing a stake of 947 shares — an estimated $86.1K sold.

Sierra Ocean first reported a position in CL in Q4 2024 and held it in 3 quarters. The position peaked at $88.8K in Q1 2025. 1,845 funds tracked by Wall St. Rank hold CL as of Q3 2025.

Sierra Ocean reported no remaining Colgate-Palmolive position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 947 Colgate-Palmolive shares in Q3 2025, an estimated $86.1K.
Sierra Ocean first reported a position in Colgate-Palmolive in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Colgate-Palmolive position peaked at $88.8K in Q1 2025.
1,845 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.