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Waldron Private Wealth’s Colgate-Palmolive CL Stock Holding History

Waldron Private Wealth’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
Q2 		– Sell
-2,159
Closed -$202K – 300
2025
Q1 		$202K Sell
2,159
-5,259
-71% -$471K 0.01% 285
2024
Q4 		$674K Buy
7,418
+1,786
+32% +$170K 0.03% 213
2024
Q3 		$585K Buy
5,632
+118
+2% +$12K 0.02% 232
2024
Q2 		$535K Sell
5,514
-725
-12% -$66.9K 0.02% 223
2024
Q1 		$562K Sell
6,239
-39
-0.6% -$3.3K 0.03% 221
2023
Q4 		$500K Buy
6,278
+917
+17% +$68.9K 0.02% 233
2023
Q3 		$381K Buy
5,361
+140
+3% +$10.5K 0.02% 258
2023
Q2 		$402K Sell
5,221
-535
-9% -$41.4K 0.02% 256
2023
Q1 		$433K Buy
5,756
+1,180
+26% +$87.7K 0.02% 271
2022
Q4 		$321K Hold
4,576
– – 0.02% 294
2022
Q3 		$321K Buy
4,576
+687
+18% +$53.9K 0.02% 294
2022
Q2 		$311K Buy
3,889
+230
+6% +$18K 0.02% 296
2022
Q1 		$277K Buy
3,659
+96
+3% +$7.6K 0.01% 330
2021
Q4 		$304K Sell
3,563
-12
-0.3% -$937 0.02% 309
2021
Q3 		$270K Buy
+3,575
New +$284K 0.02% 300
2020
Q4 		– Sell
-2,608
Closed -$201K – 297
2020
Q3 		$201K Buy
+2,608
New +$199K 0.02% 258
2019
Q2 		– Sell
-3,202
Closed -$219K – 250
2019
Q1 		$219K Buy
+3,202
New +$207K 0.02% 233
2018
Q1 		– Sell
-2,731
Closed -$206K – 178
2017
Q4 		$206K Buy
+2,731
New +$199K 0.05% 158
2017
Q3 		– Sell
-2,731
Closed -$202K – 157
2017
Q2 		$202K Sell
2,731
-562
-17% -$41.7K 0.06% 128
2017
Q1 		$238K Buy
+3,293
New +$231K 0.06% 188

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Waldron Private Wealth's CL Position: Q2 2025 in Review

Waldron Private Wealth sold out of Colgate-Palmolive (CL) in Q2 2025, closing a stake of 2,159 shares — an estimated $202K sold.

Waldron Private Wealth first reported a position in CL in Q1 2017 and held it in 20 quarters. The position peaked at $674K in Q4 2024. 1,914 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • Waldron Private Wealth reported no remaining Colgate-Palmolive position as of Q2 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 2,159 Colgate-Palmolive shares in Q2 2025, an estimated $202K.
  • Waldron Private Wealth first reported a position in Colgate-Palmolive in Q1 2017 and held it in 20 quarters.
  • Waldron Private Wealth's Colgate-Palmolive position peaked at $674K in Q4 2024.
  • 1,914 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Waldron Private Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.