JWA
CL icon

JFS Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

JFS Wealth Advisors’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 		$28.8K Buy
314
+16
+5% +$1.4K ﹤0.01% 665
2026
Q1 		$25.4K Sell
298
-79
-21% -$7.04K ﹤0.01% 680
2025
Q4 		$29.8K Buy
377
+79
+27% +$6.19K ﹤0.01% 643
2025
Q3 		$23.8K Sell
298
-6
-2% -$512 ﹤0.01% 660
2025
Q2 		$27.6K Sell
304
-11
-3% -$1K ﹤0.01% 585
2025
Q1 		$29.5K Buy
315
+15
+5% +$1.34K ﹤0.01% 576
2024
Q4 		$27.3K Hold
300
– – ﹤0.01% 576
2024
Q3 		$31.1K Buy
300
+6
+2% +$612 ﹤0.01% 543
2024
Q2 		$28.5K Sell
294
-74
-20% -$6.83K ﹤0.01% 519
2024
Q1 		$33.1K Sell
368
-16
-4% -$1.36K ﹤0.01% 514
2023
Q4 		$30.6K Buy
384
+7
+2% +$526 ﹤0.01% 494
2023
Q3 		$26.8K Buy
377
+37
+11% +$2.77K ﹤0.01% 479
2023
Q2 		$26.2K Buy
340
+39
+13% +$3.02K ﹤0.01% 480
2023
Q1 		$22.6K Sell
301
-33
-10% -$2.45K ﹤0.01% 500
2022
Q4 		$26.3K Hold
334
– – ﹤0.01% 477
2022
Q3 		$23K Buy
334
+1
+0.3% +$78 ﹤0.01% 542
2022
Q2 		$27K Buy
333
+12
+4% +$938 ﹤0.01% 524
2022
Q1 		$24K Buy
321
+104
+48% +$8.24K ﹤0.01% 558
2021
Q4 		$19K Buy
217
+46
+27% +$3.59K ﹤0.01% 571
2021
Q3 		$13K Hold
171
– – ﹤0.01% 600
2021
Q2 		$14K Hold
171
– – ﹤0.01% 408
2021
Q1 		$13K Buy
171
+70
+69% +$5.49K ﹤0.01% 390
2020
Q4 		$9K Hold
101
– – ﹤0.01% 423
2020
Q3 		$8K Hold
101
– – ﹤0.01% 407
2020
Q2 		$7K Hold
101
– – ﹤0.01% 404
2020
Q1 		$7K Sell
101
-115
-53% -$8.11K ﹤0.01% 366
2019
Q4 		$15K Buy
216
+100
+86% +$6.82K ﹤0.01% 336
2019
Q3 		$9K Buy
116
+15
+15% +$1.09K ﹤0.01% 373
2019
Q2 		$7K Hold
101
– – ﹤0.01% 388
2019
Q1 		$7K Hold
101
– – ﹤0.01% 373
2018
Q4 		$6K Hold
101
– – ﹤0.01% 374
2018
Q3 		$7K Hold
101
– – ﹤0.01% 432
2018
Q2 		$7K Buy
+101
New +$6.61K ﹤0.01% 390
2017
Q4 		– Sell
-60
Closed -$4K – 535
2017
Q3 		$4K Hold
60
– – ﹤0.01% 400
2017
Q2 		$4K Sell
60
-150
-71% -$11.1K ﹤0.01% 379
2017
Q1 		$14K Hold
210
– – ﹤0.01% 332
2016
Q4 		$14K Hold
210
– – ﹤0.01% 332
2016
Q3 		$16K Hold
210
– – ﹤0.01% 348
2016
Q2 		$15K Sell
210
-12
-5% -$854 ﹤0.01% 355
2016
Q1 		$16K Sell
222
-138
-38% -$9.18K ﹤0.01% 342
2015
Q4 		$24K Buy
360
+300
+500% +$20K 0.01% 311
2015
Q3 		$4K Hold
60
– – ﹤0.01% 404
2015
Q2 		$4K Sell
60
-390
-87% -$26.5K ﹤0.01% 418
2015
Q1 		$31K Hold
450
– – 0.01% 227
2014
Q4 		$31K Hold
450
– – ﹤0.01% 243
2014
Q3 		$29K Sell
450
-600
-57% -$39.6K 0.01% 229
2014
Q2 		$72K Buy
+1,050
New +$70.4K 0.01% 147

Other funds holding CL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
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)
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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

JFS Wealth Advisors's CL Position: Q2 2026 in Review

JFS Wealth Advisors increased its Colgate-Palmolive (CL) stake by 5.4% in Q2 2026, buying an estimated $1.4K and bringing the position to 314 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

JFS Wealth Advisors first reported a position in CL in Q2 2014 and has held it in 47 quarters since. The position peaked at $72K in Q2 2014. 651 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • JFS Wealth Advisors held 314 shares of Colgate-Palmolive worth $28.8K as of Q2 2026.
  • JFS Wealth Advisors bought 16 Colgate-Palmolive shares in Q2 2026, an estimated $1.4K.
  • Colgate-Palmolive made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #665 holding.
  • JFS Wealth Advisors first reported a position in Colgate-Palmolive in Q2 2014 and has held it in 47 quarters since.
  • JFS Wealth Advisors's Colgate-Palmolive position peaked at $72K in Q2 2014.
  • 651 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.