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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Jamison Private Wealth Management's CL Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Colgate-Palmolive (CL) stake by 0.08% in Q2 2026, buying an estimated $262 and bringing the position to 3,639 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #191.

Jamison Private Wealth Management first reported a position in CL in Q3 2023 and has held it in 11 quarters since. The position peaked at $344K in Q1 2025. 658 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Jamison Private Wealth Management held 3,639 shares of Colgate-Palmolive worth $334K as of Q2 2026.
Jamison Private Wealth Management bought 3 Colgate-Palmolive shares in Q2 2026, an estimated $262.
Colgate-Palmolive made up 0.03% of Jamison Private Wealth Management's portfolio in Q2 2026, its #191 holding.
Jamison Private Wealth Management first reported a position in Colgate-Palmolive in Q3 2023 and has held it in 11 quarters since.
Jamison Private Wealth Management's Colgate-Palmolive position peaked at $344K in Q1 2025.
658 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.