USA Financial Formulas’s Colgate-Palmolive CL Stock Holding History

USA Financial Formulas’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	-212	Closed	-$16.9K	–	428
2025 Q3	$16.9K	Buy	212 +72	+51%	+$6.14K	﹤0.01%	253
2025 Q2	$12.7K	Buy	+140	New	+$12.8K	﹤0.01%	237
2025 Q1	–	Sell	-2,334	Closed	-$212K	–	294
2024 Q4	$212K	Sell	2,334 -12,792	-85%	-$1.22M	0.03%	159
2024 Q3	$1.57M	Sell	15,126 -1,581	-9%	-$161K	0.24%	24
2024 Q2	$1.62M	Buy	16,707 +10,719	+179%	+$989K	0.26%	25
2024 Q1	$539K	Buy	5,988 +1,630	+37%	+$138K	0.09%	91
2023 Q4	$347K	Buy	+4,358	New	+$328K	0.06%	110
2022 Q3	$2K	Hold	31	–	–	﹤0.01%	168
2022 Q2	$2K	Hold	31	–	–	﹤0.01%	194
2022 Q1	$2K	Buy	+31	New	+$2.46K	﹤0.01%	225
2021 Q2	–	Sell	-17	Closed	-$1K	–	382
2021 Q1	$1K	Sell	17 -16,026	-100%	-$1.26M	﹤0.01%	292
2020 Q4	$1.37M	Buy	16,043 +1,326	+9%	+$110K	1.08%	27
2020 Q3	$1.14M	Buy	14,717 +14,701	+91,881%	+$1.12M	0.86%	43
2020 Q2	$1K	Buy	+16	New	+$1.14K	﹤0.01%	153

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

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

USA Financial Formulas's CL Position: Q4 2025 in Review

USA Financial Formulas sold out of Colgate-Palmolive (CL) in Q4 2025, closing a stake of 212 shares — an estimated $16.9K sold.

USA Financial Formulas first reported a position in CL in Q2 2020 and held it in 14 quarters. The position peaked at $1.62M in Q2 2024. 1,892 funds tracked by Wall St. Rank hold CL as of Q4 2025.

USA Financial Formulas reported no remaining Colgate-Palmolive position as of Q4 2025 after selling out during the quarter.
USA Financial Formulas sold 212 Colgate-Palmolive shares in Q4 2025, an estimated $16.9K.
USA Financial Formulas first reported a position in Colgate-Palmolive in Q2 2020 and held it in 14 quarters.
USA Financial Formulas's Colgate-Palmolive position peaked at $1.62M in Q2 2024.
1,892 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2025.

Based on USA Financial Formulas's 13F filing for Q4 2025, filed 14 Jan 2026.