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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jeppson Wealth Management's CL Position: Q1 2026 in Review

Jeppson Wealth Management increased its Colgate-Palmolive (CL) stake by 0.79% in Q1 2026, buying an estimated $2.14K and bringing the position to 3,075 shares worth $262K. The position accounts for 0.08% of the portfolio, ranked #191.

Jeppson Wealth Management first reported a position in CL in Q3 2020 and has held it in 17 quarters since. The position peaked at $366K in Q3 2024. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Jeppson Wealth Management held 3,075 shares of Colgate-Palmolive worth $262K as of Q1 2026.
Jeppson Wealth Management bought 24 Colgate-Palmolive shares in Q1 2026, an estimated $2.14K.
Colgate-Palmolive made up 0.08% of Jeppson Wealth Management's portfolio in Q1 2026, its #191 holding.
Jeppson Wealth Management first reported a position in Colgate-Palmolive in Q3 2020 and has held it in 17 quarters since.
Jeppson Wealth Management's Colgate-Palmolive position peaked at $366K in Q3 2024.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.