EP Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

EP Wealth 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
2026 Q2	$39.2M	Buy	427,686 +69,195	+19%	+$6.05M	0.15%	109
2026 Q1	$30.6M	Buy	358,491 +47,022	+15%	+$4.19M	0.15%	102
2025 Q4	$24.6M	Buy	+311,469	New	+$24.4M	0.13%	113
2025 Q2	$4.12M	Buy	45,310 +802	+2%	+$73.2K	0.03%	290
2025 Q1	$4.17M	Sell	44,508 -1,022	-2%	-$91.5K	0.03%	242
2024 Q4	$4.14M	Sell	45,530 -12	-0%	-$1.15K	0.03%	243
2024 Q3	$4.73M	Buy	45,542 +1,679	+4%	+$171K	0.04%	227
2024 Q2	$4.26M	Buy	43,863 +726	+2%	+$67K	0.05%	197
2024 Q1	$3.88M	Buy	43,137 +1,662	+4%	+$141K	0.05%	195
2023 Q4	$3.31M	Buy	41,475 +186	+0.5%	+$14K	0.04%	204
2023 Q3	$2.94M	Buy	41,289 +33,514	+431%	+$2.51M	0.05%	203
2023 Q2	$3.17M	Sell	7,775 -8,953	-54%	-$693K	0.05%	197
2023 Q1	$94.3K	Sell	16,728 -16,468	-50%	-$1.22M	﹤0.01%	599
2022 Q4	$2.62M	Buy	33,196 +137	+0.4%	+$10.3K	0.05%	192
2022 Q3	$2.32M	Buy	33,059 +2,271	+7%	+$178K	0.05%	179
2022 Q2	$2.47M	Sell	30,788 -2,365	-7%	-$185K	0.06%	176
2022 Q1	$2.51M	Sell	33,153 -1,333	-4%	-$106K	0.06%	178
2021 Q4	$2.94M	Sell	34,486 -601	-2%	-$46.9K	0.07%	151
2021 Q3	$2.65M	Buy	35,087 +210	+0.6%	+$16.7K	0.07%	144
2021 Q2	$2.84M	Sell	34,877 -235,649	-87%	-$19.3M	0.08%	151
2021 Q1	$2.8M	Buy	270,526 +21,188	+8%	+$1.66M	0.09%	141
2020 Q4	$1.23M	Buy	249,338 +231,072	+1,265%	+$19.1M	0.04%	171
2020 Q3	$1.41M	Sell	18,266 -56	-0.3%	-$4.27K	0.06%	139
2020 Q2	$1.34M	Buy	18,322 +46	+0.3%	+$3.27K	0.06%	152
2020 Q1	$1.21M	Sell	18,276 -427	-2%	-$30.1K	0.06%	150
2019 Q4	$1.29M	Sell	18,703 -1,510	-7%	-$103K	0.05%	162
2019 Q3	$1.49M	Buy	20,213 +3,491	+21%	+$253K	0.07%	120
2019 Q2	$1.2M	Buy	+16,722	New	+$1.19M	0.07%	112
2016 Q1	–	Sell	-11,580	Closed	-$771K	–	143
2015 Q4	$771K	Hold	11,580	–	–	0.13%	75
2015 Q3	$735K	Sell	11,580 -1,600	-12%	-$105K	0.14%	67
2015 Q2	$862K	Buy	13,180 +2,086	+19%	+$142K	0.16%	50
2015 Q1	$769K	Sell	11,094 -12,868	-54%	-$889K	0.14%	55
2014 Q4	$1.66M	Sell	23,962 -240	-1%	-$16.2K	0.27%	56
2014 Q3	$1.58M	Buy	24,202 +540	+2%	+$35.6K	0.26%	44
2014 Q2	$1.61M	Hold	23,662	–	–	0.37%	39
2014 Q1	$1.53M	Hold	23,662	–	–	0.42%	37
2013 Q4	$1.54M	Hold	23,662	–	–	0.4%	41
2013 Q3	$1.4M	Hold	23,662	–	–	0.44%	39
2013 Q2	$1.36M	Buy	+23,662	New	+$1.4M	0.49%	34

Other funds holding CL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EP Wealth Advisors's CL Position: Q2 2026 in Review

EP Wealth Advisors increased its Colgate-Palmolive (CL) stake by 19% in Q2 2026, buying an estimated $6.05M and bringing the position to 427,686 shares worth $39.2M. The position accounts for 0.15% of the portfolio, ranked #109.

EP Wealth Advisors first reported a position in CL in Q2 2013 and has held it in 39 quarters since. 2,011 funds tracked by Wall St. Rank hold CL as of Q2 2026.

EP Wealth Advisors held 427,686 shares of Colgate-Palmolive worth $39.2M as of Q2 2026.
EP Wealth Advisors bought 69,195 Colgate-Palmolive shares in Q2 2026, an estimated $6.05M.
Colgate-Palmolive made up 0.15% of EP Wealth Advisors's portfolio in Q2 2026, its #109 holding.
EP Wealth Advisors first reported a position in Colgate-Palmolive in Q2 2013 and has held it in 39 quarters since.
2,011 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.