West Branch Capital’s Colgate-Palmolive CL Stock Holding History

West Branch Capital’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	-550	Closed	-$50K	–	456
2025 Q2	$50K	Sell	550 -1	-0.2%	-$91	0.01%	146
2025 Q1	$51.6K	Hold	551	–	–	0.02%	151
2024 Q4	$50.1K	Hold	551	–	–	0.02%	150
2024 Q3	$57.2K	Buy	551 +1	+0.2%	+$102	0.02%	151
2024 Q2	$53.4K	Hold	550	–	–	0.02%	156
2024 Q1	$49.5K	Sell	550 -132	-19%	-$11.2K	0.02%	161
2023 Q4	$54.4K	Buy	682 +132	+24%	+$9.93K	0.03%	154
2023 Q3	$39.1K	Hold	550	–	–	0.02%	174
2023 Q2	$42.4K	Hold	550	–	–	0.02%	173
2023 Q1	$41.3K	Hold	550	–	–	0.02%	182
2022 Q4	$43.3K	Hold	550	–	–	0.03%	175
2022 Q3	$39K	Sell	550 -300	-35%	-$23.5K	0.02%	186
2022 Q2	$68K	Hold	850	–	–	0.04%	153
2022 Q1	$64K	Hold	850	–	–	0.03%	168
2021 Q4	$73K	Hold	850	–	–	0.03%	173
2021 Q3	$64K	Hold	850	–	–	0.03%	172
2021 Q2	$69K	Buy	+850	New	+$69.5K	0.03%	172

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 $3.38T AUM 44.17% 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

West Branch Capital's CL Position: Q3 2025 in Review

West Branch Capital sold out of Colgate-Palmolive (CL) in Q3 2025, closing a stake of 550 shares — an estimated $50K sold.

West Branch Capital first reported a position in CL in Q2 2021 and held it in 17 quarters. The position peaked at $73K in Q4 2021. 1,847 funds tracked by Wall St. Rank hold CL as of Q3 2025.

West Branch Capital reported no remaining Colgate-Palmolive position as of Q3 2025 after selling out during the quarter.
West Branch Capital sold 550 Colgate-Palmolive shares in Q3 2025, an estimated $50K.
West Branch Capital first reported a position in Colgate-Palmolive in Q2 2021 and held it in 17 quarters.
West Branch Capital's Colgate-Palmolive position peaked at $73K in Q4 2021.
1,847 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2025.

Based on West Branch Capital's 13F filing for Q3 2025, filed 21 Oct 2025.