Obermeyer Wealth Partners
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Obermeyer Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Obermeyer Wealth Partners’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 		$929K Buy
10,894
+378
+4% +$34.2K 0.04% 124
2026
Q2 		$964K Buy
+10,516
New +$920K 0.04% 121
2025
Q3 		– Sell
-4,801
Closed -$436K – 297
2025
Q2 		$436K Hold
4,801
– – 0.02% 174
2025
Q1 		$450K Sell
4,801
-561
-10% -$50.2K 0.02% 160
2024
Q4 		$487K Buy
5,362
+47
+0.9% +$4.48K 0.03% 156
2024
Q3 		$552K Sell
5,315
-327
-6% -$33.3K 0.03% 146
2024
Q2 		$548K Buy
5,642
+347
+7% +$32K 0.03% 138
2024
Q1 		$477K Sell
5,295
-3,895
-42% -$330K 0.03% 146
2023
Q4 		$733K Sell
9,190
-75
-0.8% -$5.64K 0.05% 89
2023
Q3 		$659K Sell
9,265
-2,262
-20% -$169K 0.05% 91
2023
Q2 		$888K Buy
11,527
+61
+0.5% +$4.72K 0.06% 76
2023
Q1 		$862K Buy
11,466
+335
+3% +$24.9K 0.06% 77
2022
Q4 		$877K Sell
11,131
-1,323
-11% -$99.2K 0.07% 76
2022
Q3 		$875K Sell
12,454
-1,766
-12% -$138K 0.07% 70
2022
Q2 		$1.14M Buy
14,220
+2,680
+23% +$210K 0.08% 64
2022
Q1 		$875K Buy
11,540
+47
+0.4% +$3.72K 0.05% 83
2021
Q4 		$981K Buy
11,493
+807
+8% +$63K 0.05% 75
2021
Q3 		$808K Hold
10,686
– – 0.04% 84
2021
Q2 		$869K Sell
10,686
-143
-1% -$11.7K 0.05% 89
2021
Q1 		$854K Buy
10,829
+8,044
+289% +$630K 0.05% 84
2020
Q4 		$238K Buy
2,785
+50
+2% +$4.14K 0.02% 133
2020
Q3 		$211K Buy
+2,735
New +$209K 0.02% 132

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Robeco Institutional Asset Management
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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
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Obermeyer Wealth Partners's CL Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Colgate-Palmolive (CL) stake by 3.6% in Q3 2026, buying an estimated $34.2K and bringing the position to 10,894 shares worth $929K. The position accounts for 0.04% of the portfolio, ranked #124.

Obermeyer Wealth Partners first reported a position in CL in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.14M in Q2 2022. 431 funds tracked by Wall St. Rank hold CL as of Q3 2026.

  • Obermeyer Wealth Partners held 10,894 shares of Colgate-Palmolive worth $929K as of Q3 2026.
  • Obermeyer Wealth Partners bought 378 Colgate-Palmolive shares in Q3 2026, an estimated $34.2K.
  • Colgate-Palmolive made up 0.04% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #124 holding.
  • Obermeyer Wealth Partners first reported a position in Colgate-Palmolive in Q3 2020 and has held it in 22 quarters since.
  • Obermeyer Wealth Partners's Colgate-Palmolive position peaked at $1.14M in Q2 2022.
  • 431 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.