Jamison Private Wealth Management’s Colgate-Palmolive CL Stock Holding History

Jamison Private Wealth Management’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 Q3	$313K	Buy	3,667 +28	+0.8%	+$2.53K	0.03%	198
2026 Q2	$334K	Buy	3,639 +3	+0.1%	+$262	0.03%	191
2026 Q1	$310K	Buy	3,636 +3	+0.1%	+$267	0.04%	182
2025 Q4	$287K	Sell	3,633 -48	-1%	-$3.76K	0.03%	183
2025 Q3	$294K	Buy	+3,681	New	+$314K	0.04%	183
2025 Q2	–	Sell	-3,674	Closed	-$344K	–	199
2025 Q1	$344K	Buy	3,674 +4	+0.1%	+$358	0.05%	164
2024 Q4	$334K	Buy	3,670 +3,089	+532%	+$295K	0.05%	171
2024 Q3	$60.3K	Buy	581 +2	+0.3%	+$204	0.01%	245
2024 Q2	$56.2K	Sell	579 -7	-1%	-$646	0.01%	240
2024 Q1	$52.7K	Buy	586 +14	+2%	+$1.19K	0.01%	254
2023 Q4	$45.6K	Buy	572 +3	+0.5%	+$226	0.01%	242
2023 Q3	$40.4K	Buy	+569	New	+$42.5K	0.01%	233

Other funds holding CL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Jamison Private Wealth Management's CL Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Colgate-Palmolive (CL) stake by 0.77% in Q3 2026, buying an estimated $2.53K and bringing the position to 3,667 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #198.

Jamison Private Wealth Management first reported a position in CL in Q3 2023 and has held it in 12 quarters since. The position peaked at $344K in Q1 2025. 1,508 funds tracked by Wall St. Rank hold CL as of Q3 2026.

Jamison Private Wealth Management held 3,667 shares of Colgate-Palmolive worth $313K as of Q3 2026.
Jamison Private Wealth Management bought 28 Colgate-Palmolive shares in Q3 2026, an estimated $2.53K.
Colgate-Palmolive made up 0.03% of Jamison Private Wealth Management's portfolio in Q3 2026, its #198 holding.
Jamison Private Wealth Management first reported a position in Colgate-Palmolive in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Colgate-Palmolive position peaked at $344K in Q1 2025.
1,508 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.