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 $5.7T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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