CL — COLGATE PALMOLIVE CO

Ownership history in Compass Wealth Management LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Compass Wealth Management LLC reported a position in COLGATE PALMOLIVE CO (CL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.08% (2022 Q4)
Avg. % of fund
0.07%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,221 — 0% 0.06% $257K $78.92
2025 Q2 ADDED 3,221 +8 +0.2% 0.07% $293K $89.21
2025 Q1 UNCHANGED 3,213 — 0% 0.08% $301K $91.45
2024 Q4 UNCHANGED 3,213 — 0% 0.07% $292K $88.22
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CL price (monthly, adj. close)

Other funds also holding CL

As of 2025 Q4 — sorted by position size

GUARDCAP ASSET MANAGEMENT Ltd 3Y 7Y 6.29% Ilex Capital Partners (UK) LLP 4.65% Rempart Asset Management Inc. 3Y 3.95% COERENTE CAPITAL MANAGEMENT 3Y 3.71% Sarasin & Partners LLP 3Y 7Y 3.57% DIAMOND HILL CAPITAL MANAGEMENT INC 3Y 7Y 2.93% LGT CAPITAL PARTNERS LTD. 3Y 7Y 2.37% Abacus FCF Advisors LLC 3Y 7Y 2.36% Prestige Wealth Management Group LLC 3Y 2.22% MANE GLOBAL CAPITAL MANAGEMENT LP 3Y 2.09%
← Back to Compass Wealth Management LLC Holdings