Sound Financial Strategies Group’s Colgate-Palmolive CL Stock Holding History

Sound Financial Strategies 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	–	Sell	-7,753	Closed	-$620K	–	111
2025 Q3	$620K	Sell	7,753 -551	-7%	-$47K	0.45%	82
2025 Q2	$755K	Buy	8,304 +180	+2%	+$16.4K	0.64%	52
2025 Q1	$761K	Sell	8,124 -833	-9%	-$74.6K	0.68%	41
2024 Q4	$814K	Buy	+8,957	New	+$855K	0.68%	51
2024 Q2	–	Sell	-7,154	Closed	-$644K	–	93
2024 Q1	$644K	Sell	7,154 -112	-2%	-$9.49K	0.54%	31
2023 Q4	$579K	Sell	7,266 -3,629	-33%	-$273K	0.49%	40
2023 Q3	$775K	Sell	10,895 -601	-5%	-$44.9K	0.64%	47
2023 Q2	$886K	Buy	+11,496	New	+$890K	0.65%	44
2022 Q3	–	Sell	-13,977	Closed	-$1.12M	–	33
2022 Q2	$1.12M	Buy	+13,977	New	+$1.09M	0.88%	19
2021 Q2	–	Sell	-6,990	Closed	-$551K	–	91
2021 Q1	$551K	Sell	6,990 -7,740	-53%	-$607K	0.28%	64
2020 Q4	$1.26M	Buy	+14,730	New	+$1.22M	0.69%	12

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

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sound Financial Strategies Group's CL Position: Q4 2025 in Review

Sound Financial Strategies Group sold out of Colgate-Palmolive (CL) in Q4 2025, closing a stake of 7,753 shares — an estimated $620K sold.

Sound Financial Strategies Group first reported a position in CL in Q4 2020 and held it in 11 quarters. The position peaked at $1.26M in Q4 2020. 1,887 funds tracked by Wall St. Rank hold CL as of Q4 2025.

Sound Financial Strategies Group reported no remaining Colgate-Palmolive position as of Q4 2025 after selling out during the quarter.
Sound Financial Strategies Group sold 7,753 Colgate-Palmolive shares in Q4 2025, an estimated $620K.
Sound Financial Strategies Group first reported a position in Colgate-Palmolive in Q4 2020 and held it in 11 quarters.
Sound Financial Strategies Group's Colgate-Palmolive position peaked at $1.26M in Q4 2020.
1,887 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2025.

Based on Sound Financial Strategies Group's 13F filing for Q4 2025, filed 3 Feb 2026.