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Wetzel Investment Advisors’s Colgate-Palmolive CL Stock Holding History

Wetzel Investment Advisors’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
-2,190
Closed -$205K – 127
2025
Q1 		$205K Sell
2,190
-24
-1% -$2.15K 0.1% 117
2024
Q4 		$201K Hold
2,214
– – 0.1% 119
2024
Q3 		$230K Buy
2,214
+814
+58% +$83K 0.12% 111
2024
Q2 		$126K Sell
1,400
-814
-37% -$75.1K 0.07% 154
2024
Q1 		$192K Buy
2,214
+41
+2% +$3.47K 0.11% 116
2023
Q4 		$173K Buy
+2,173
New +$163K 0.11% 123

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 $134M AUM 21.11% 1-Year Est. Return

Wetzel Investment Advisors's CL Position: Q2 2025 in Review

Wetzel Investment Advisors sold out of Colgate-Palmolive (CL) in Q2 2025, closing a stake of 2,190 shares — an estimated $205K sold.

Wetzel Investment Advisors first reported a position in CL in Q4 2023 and held it in 6 quarters. The position peaked at $230K in Q3 2024. 1,913 funds tracked by Wall St. Rank hold CL as of Q2 2025.

  • Wetzel Investment Advisors reported no remaining Colgate-Palmolive position as of Q2 2025 after selling out during the quarter.
  • Wetzel Investment Advisors sold 2,190 Colgate-Palmolive shares in Q2 2025, an estimated $205K.
  • Wetzel Investment Advisors first reported a position in Colgate-Palmolive in Q4 2023 and held it in 6 quarters.
  • Wetzel Investment Advisors's Colgate-Palmolive position peaked at $230K in Q3 2024.
  • 1,913 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2025.

Based on Wetzel Investment Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.