Colgate-Palmolive Company
MX ˙ BMV ˙ US1941621039
SecurityMX:CL / Colgate-Palmolive Company
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership358,491 shares
Latest Disclosed Value $ 30,554,176
EP Wealth Advisors, Inc. reports 15.10% increase in ownership of CL / Colgate-Palmolive Company

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 358,491 shares of Colgate-Palmolive Company (MX:CL) valued at $30,554,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 311,469 shares of Colgate-Palmolive Company. This represents a change in shares of 15.10% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F COLGATE PALMOLIVE COM 194162103 358,491 47,022 15.10 30,554 24.14 0.1501
2026-02-18 2025-12-31 13F COLGATE PALMOLIVE COM 194162103 311,469 266,159 587.42 24,612 497.67 0.1279
2025-08-14 2025-06-30 13F Colgate Palmolive COM 194162103 45,310 802 1.80 4,119 -1.25 0.0271
2025-05-15 2025-03-31 13F COLGATE PALMOLIVE COM 194162103 44,508 -1,022 -2.24 4,170 0.75 0.0333
2025-02-14 2024-12-31 13F COLGATE PALMOLIVE COM 194162103 45,530 -12 -0.03 4,139 -12.44 0.0338
2024-11-15 2024-09-30 13F COLGATE PALMOLIVE COM 194162103 45,542 1,679 3.83 4,728 11.07 0.0406
2024-08-19 2024-06-30 13F Colgate Palmolive COM 194162103 43,863 726 1.68 4,256 9.58 0.0452
2024-05-14 2024-03-31 13F COLGATE PALMOLIVE COM 194162103 43,137 1,662 4.01 3,884 17.52 0.0454
2024-02-28 2023-12-31 13F Colgate Palmolive COM 194162103 41,475 186 0.45 3,306 12.57 0.0422
2023-11-24 2023-09-30 13F COLGATE PALMOLIVE COM 194162103 41,289 33,514 431.05 2,936 -7.26 0.0455
2023-08-14 2023-06-30 13F COLGATE PALMOLIVE COM 194162103 7,775 -8,953 -53.52 3,167 3,268.09 0.0456
2023-06-05 2023-03-31 13F COLGATE PALMOLIVE COM 194162103 16,728 -16,468 -49.61 94 -96.41 0.0016
2023-06-12 2022-12-31 13F COLGATE PALMOLIVE COM 194162103 33,196 137 0.41 2,616 12.62 0.0471
2022-12-02 2022-09-30 13F COLGATE PALMOLIVE COM 194162103 33,059 2,271 7.38 2,322 -5.88 0.0527
2022-08-11 2022-06-30 13F COLGATE PALMOLIVE COM 194162103 30,788 -2,365 -7.13 2,467 -1.87 0.0556
2022-05-20 2022-03-31 13F COLGATE PALMOLIVE COM 194162103 33,153 -1,333 -3.87 2,514 -14.58 0.0552
2022-02-17 2021-12-31 13F COLGATE PALMOLIVE COM 194162103 34,486 -601 -1.71 2,943 10.97 0.0696
2021-11-23 2021-09-30 13F/A-1 COLGATE PALMOLIVE COM 194162103 35,087 210 0.60 2,652 -6.52 0.0727
2021-11-16 2021-09-30 13F COLGATE PALMOLIVE COM 194162103 600 -34,277 2,652 0.0727
2021-08-24 2021-06-30 13F COLGATE PALMOLIVE COM 194162103 34,877 -235,649 -87.11 2,837 1.29 0.0787
2021-05-17 2021-03-31 13F COLGATE PALMOLIVE COM 194162103 270,526 21,188 8.50 2,801 128.47 0.0890
2021-02-18 2020-12-31 13F COLGATE PALMOLIVE COM 194162103 249,338 231,072 1,265.04 1,226 -12.99 0.0431
2020-11-17 2020-09-30 13F COLGATE PALMOLIVE COM 194162103 18,266 -56 -0.31 1,409 4.99 0.0606
2020-08-14 2020-06-30 13F COLGATE PALMOLIVE COM 194162103 18,322 46 0.25 1,342 10.63 0.0573
2020-05-18 2020-03-31 13F COLGATE PALMOLIVE COM 194162103 18,276 -427 -2.28 1,213 -5.82 0.0594
2020-02-14 2019-12-31 13F COLGATE PALMOLIVE COM 194162103 18,703 -1,510 -7.47 1,288 -13.32 0.0530
2019-11-18 2019-09-30 13F COLGATE PALMOLIVE COM 194162103 20,213 3,491 20.88 1,486 24.04 0.0737
2019-08-27 2019-06-30 13F COLGATE PALMOLIVE COM 194162103 16,722 16,722 -17.27 1,198 -19.38 0.0748
2016-05-16 2016-03-31 13F COLGATE PALMOLIVE COM 194162103 0 -11,580 -100.00 0 -100.00
2016-02-16 2015-12-31 13F COLGATE PALMOLIVE COM 194162103 11,580 0 0.00 771 4.90 0.1296
2015-11-17 2015-09-30 13F COLGATE PALMOLIVE COM 194162103 11,580 -1,600 -12.14 735 -14.73 0.1401
2015-08-14 2015-06-30 13F Colgate-Palmolive Common 194162103 13,180 2,086 18.80 862 12.09 0.1616
2015-05-15 2015-03-31 13F Colgate-Palmolive Common 194162103 11,094 -12,868 -53.70 769 -53.62 0.1446
2015-02-17 2014-12-31 13F Colgate-Palmolive Common 194162103 23,962 -240 -0.99 1,658 5.07 0.2732
2014-11-12 2014-09-30 13F Colgate-Palmolive Common 194162103 24,202 540 2.28 1,578 -2.17 0.2555
2014-07-25 2014-06-30 13F Colgate-Palmolive Common 194162103 23,662 0 0.00 1,613 5.08 0.3748
2014-05-15 2014-03-31 13F Colgate-PalmoliveCo Common 194162103 23,662 0 0.00 1,535 -0.52 0.4198
2014-02-14 2013-12-31 13F Colgate-Palmolive Common 194162103 23,662 0 0.00 1,543 9.98 0.4002
2013-11-14 2013-09-30 13F Colgate-Palmolive Common 194162103 23,662 0 0.00 1,403 3.47 0.4408
2013-08-14 2013-06-30 13F Colgate-Palmolive Common 194162103 23,662 23,662 1,356 0.4892
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.