OWP
CL icon

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
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% +$4.49K 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% +$4.13K 0.02% 133
2020
Q3 		$211K Buy
+2,735
New +$209K 0.02% 132

Other funds holding CL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Obermeyer Wealth Partners's CL Position: Q2 2026 in Review

Obermeyer Wealth Partners opened a new position in Colgate-Palmolive (CL) in Q2 2026: 10,516 shares worth $964K. The stake represents 0.04% of the portfolio and ranks #121 among its holdings. This is a return to the name: Obermeyer Wealth Partners previously reported a position in CL as recently as Q2 2025.

Obermeyer Wealth Partners first reported a position in CL in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.14M in Q2 2022. 2,016 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Obermeyer Wealth Partners held 10,516 shares of Colgate-Palmolive worth $964K as of Q2 2026.
  • Colgate-Palmolive was a new Obermeyer Wealth Partners position in Q2 2026.
  • Colgate-Palmolive made up 0.04% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • Obermeyer Wealth Partners first reported a position in Colgate-Palmolive in Q3 2020 and has held it in 21 quarters since.
  • Obermeyer Wealth Partners's Colgate-Palmolive position peaked at $1.14M in Q2 2022.
  • 2,016 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.