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Wellington Wealth Strategies’s Colgate-Palmolive CL Stock Holding History

Wellington Wealth Strategies’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
2024
Q4 		$1.53M Buy
+17,486
New +$1.67M 1.4% 27

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Wellington Wealth Strategies's CL Position: Q4 2024 in Review

Wellington Wealth Strategies opened a new position in Colgate-Palmolive (CL) in Q4 2024: 17,486 shares worth $1.53M. The stake represents 1.4% of the portfolio and ranks #27 among its holdings.

1,932 funds tracked by Wall St. Rank hold CL as of Q4 2024.

  • Wellington Wealth Strategies held 17,486 shares of Colgate-Palmolive worth $1.53M as of Q4 2024.
  • Colgate-Palmolive was a new Wellington Wealth Strategies position in Q4 2024.
  • Colgate-Palmolive made up 1.4% of Wellington Wealth Strategies's portfolio in Q4 2024, its #27 holding.
  • 1,932 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.