Jeppson Wealth Management
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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
Q3 		$258K Buy
3,029
+10
+0.3% +$905 0.07% 205
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Jeppson Wealth Management's CL Position: Q3 2026 in Review

Jeppson Wealth Management increased its Colgate-Palmolive (CL) stake by 0.33% in Q3 2026, buying an estimated $905 and bringing the position to 3,029 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #205.

Jeppson Wealth Management first reported a position in CL in Q3 2020 and has held it in 19 quarters since. The position peaked at $366K in Q3 2024. 808 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Jeppson Wealth Management held 3,029 shares of Colgate-Palmolive worth $258K as of Q3 2026.
  • Jeppson Wealth Management bought 10 Colgate-Palmolive shares in Q3 2026, an estimated $905.
  • Colgate-Palmolive made up 0.07% of Jeppson Wealth Management's portfolio in Q3 2026, its #205 holding.
  • Jeppson Wealth Management first reported a position in Colgate-Palmolive in Q3 2020 and has held it in 19 quarters since.
  • Jeppson Wealth Management's Colgate-Palmolive position peaked at $366K in Q3 2024.
  • 808 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.