WMS Partners’s Colgate-Palmolive CL Stock Holding History

WMS Partners’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 Q1	–	Sell	-3,450	Closed	-$314K	–	51
2024 Q4	$314K	Sell	3,450 -11	-0.3%	-$1.05K	0.02%	238
2024 Q3	$359K	Sell	3,461 -2,542	-42%	-$259K	0.02%	215
2024 Q2	$583K	Buy	6,003 +310	+5%	+$28.6K	0.04%	143
2024 Q1	$513K	Buy	5,693 +43	+0.8%	+$3.64K	0.04%	161
2023 Q4	$450K	Buy	5,650 +44	+0.8%	+$3.31K	0.03%	170
2023 Q3	$399K	Sell	5,606 -269	-5%	-$20.1K	0.03%	176
2023 Q2	$453K	Buy	5,875 +8	+0.1%	+$619	0.04%	173
2023 Q1	$441K	Hold	5,867	–	–	0.04%	165
2022 Q4	$462K	Hold	5,867	–	–	0.05%	164
2022 Q3	$412K	Buy	5,867 +71	+1%	+$5.57K	0.06%	155
2022 Q2	$464K	Hold	5,796	–	–	0.07%	143
2022 Q1	$440K	Buy	5,796 +310	+6%	+$24.6K	0.06%	148
2021 Q4	$468K	Hold	5,486	–	–	0.1%	125
2021 Q3	$415K	Sell	5,486 -50	-0.9%	-$3.97K	0.06%	170
2021 Q2	$450K	Buy	5,536 +216	+4%	+$17.7K	0.07%	152
2021 Q1	$419K	Sell	5,320 -875	-14%	-$68.6K	0.1%	137
2020 Q4	$530K	Sell	6,195 -700	-10%	-$57.9K	0.09%	120
2020 Q3	$532K	Hold	6,895	–	–	0.1%	109
2020 Q2	$505K	Hold	6,895	–	–	0.1%	106
2020 Q1	$458K	Buy	6,895 +240	+4%	+$16.9K	0.13%	96
2019 Q4	$458K	Hold	6,655	–	–	0.1%	132
2019 Q3	$489K	Sell	6,655 -566	-8%	-$41.1K	0.12%	116
2019 Q2	$518K	Buy	7,221 +784	+12%	+$55.7K	0.13%	104
2019 Q1	$441K	Hold	6,437	–	–	0.11%	115
2018 Q4	$383K	Sell	6,437 -100	-2%	-$6.26K	0.11%	123
2018 Q3	$438K	Sell	6,537 -500	-7%	-$33.3K	0.05%	131
2018 Q2	$456K	Sell	7,037 -70	-1%	-$4.58K	0.05%	132
2018 Q1	$509K	Hold	7,107	–	–	0.06%	114
2017 Q4	$536K	Hold	7,107	–	–	0.06%	122
2017 Q3	$518K	Hold	7,107	–	–	0.06%	122
2017 Q2	$527K	Hold	7,107	–	–	0.07%	119
2017 Q1	$520K	Sell	7,107 -566	-7%	-$39.6K	0.07%	111
2016 Q4	$502K	Buy	7,673 +615	+9%	+$42.2K	0.07%	108
2016 Q3	$523K	Sell	7,058 -220	-3%	-$16.3K	0.07%	111
2016 Q2	$533K	Buy	7,278 +474	+7%	+$33.8K	0.07%	105
2016 Q1	$481K	Hold	6,804	–	–	0.07%	118
2015 Q4	$453K	Hold	6,804	–	–	0.07%	125
2015 Q3	$432K	Sell	6,804 -1,193	-15%	-$77.9K	0.07%	127
2015 Q2	$523K	Buy	7,997 +270	+3%	+$18.3K	0.06%	166
2015 Q1	$536K	Buy	7,727 +1,339	+21%	+$92.5K	0.07%	157
2014 Q4	$442K	Hold	6,388	–	–	0.07%	126
2014 Q3	$417K	Hold	6,388	–	–	0.07%	152
2014 Q2	$435K	Hold	6,388	–	–	0.07%	150
2014 Q1	$415K	Hold	6,388	–	–	0.07%	157
2013 Q4	$417K	Hold	6,388	–	–	0.07%	145
2013 Q3	$379K	Hold	6,388	–	–	0.07%	131
2013 Q2	$366K	Buy	+6,388	New	+$379K	0.07%	144

Other funds holding CL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

WMS Partners's CL Position: Q1 2025 in Review

WMS Partners sold out of Colgate-Palmolive (CL) in Q1 2025, closing a stake of 3,450 shares — an estimated $314K sold.

WMS Partners first reported a position in CL in Q2 2013 and held it in 47 quarters. The position peaked at $583K in Q2 2024. 1,942 funds tracked by Wall St. Rank hold CL as of Q1 2025.

WMS Partners reported no remaining Colgate-Palmolive position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 3,450 Colgate-Palmolive shares in Q1 2025, an estimated $314K.
WMS Partners first reported a position in Colgate-Palmolive in Q2 2013 and held it in 47 quarters.
WMS Partners's Colgate-Palmolive position peaked at $583K in Q2 2024.
1,942 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.