Jeppson Wealth Management’s Colgate-Palmolive CL Stock Holding History

Jeppson 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	$277K	Sell	3,019 -56	-2%	-$4.9K	0.08%	199
2026 Q1	$262K	Buy	3,075 +24	+0.8%	+$2.14K	0.08%	191
2025 Q4	$241K	Sell	3,051 -281	-8%	-$22K	0.08%	192
2025 Q3	$266K	Hold	3,332	–	–	0.09%	187
2025 Q2	$303K	Hold	3,332	–	–	0.1%	167
2025 Q1	$312K	Sell	3,332 -115	-3%	-$10.3K	0.11%	153
2024 Q4	$313K	Sell	3,447 -80	-2%	-$7.63K	0.11%	147
2024 Q3	$366K	Hold	3,527	–	–	0.13%	146
2024 Q2	$342K	Buy	3,527 +3	+0.1%	+$277	0.13%	147
2024 Q1	$317K	Hold	3,524	–	–	0.12%	155
2023 Q4	$281K	Buy	3,524 +26	+0.7%	+$1.96K	0.12%	160
2023 Q3	$249K	Buy	3,498 +15	+0.4%	+$1.12K	0.11%	158
2023 Q2	$268K	Sell	3,483 -190	-5%	-$14.7K	0.12%	157
2023 Q1	$276K	Sell	3,673 -450	-11%	-$33.5K	0.12%	154
2022 Q4	$325K	Sell	4,123 -227	-5%	-$17K	0.14%	142
2022 Q3	$306K	Buy	4,350 +23	+0.5%	+$1.8K	0.14%	135
2022 Q2	$347K	Buy	+4,327	New	+$338K	0.15%	125
2020 Q4	–	Sell	-667	Closed	-$51K	–	188
2020 Q3	$51K	Buy	+667	New	+$50.9K	0.04%	221

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

Jeppson Wealth Management's CL Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Colgate-Palmolive (CL) stake by 1.8% in Q2 2026, selling an estimated $4.9K and leaving 3,019 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #199.

Jeppson Wealth Management first reported a position in CL in Q3 2020 and has held it in 18 quarters since. The position peaked at $366K in Q3 2024. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Jeppson Wealth Management held 3,019 shares of Colgate-Palmolive worth $277K as of Q2 2026.
Jeppson Wealth Management sold 56 Colgate-Palmolive shares in Q2 2026, an estimated $4.9K.
Colgate-Palmolive made up 0.08% of Jeppson Wealth Management's portfolio in Q2 2026, its #199 holding.
Jeppson Wealth Management first reported a position in Colgate-Palmolive in Q3 2020 and has held it in 18 quarters since.
Jeppson Wealth Management's Colgate-Palmolive position peaked at $366K in Q3 2024.
2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.