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Berger Financial Group’s Colgate-Palmolive CL Stock Holding History

Berger Financial Group’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 		$348K Sell
3,793
-247
-6% -$21.6K 0.02% 352
2026
Q1 		$344K Sell
4,040
-45
-1% -$4.01K 0.02% 347
2025
Q4 		$323K Sell
4,085
-58
-1% -$4.55K 0.02% 357
2025
Q3 		$331K Sell
4,143
-50
-1% -$4.26K 0.02% 333
2025
Q2 		$381K Sell
4,193
-65
-2% -$5.93K 0.02% 301
2025
Q1 		$399K Sell
4,258
-838
-16% -$75K 0.03% 292
2024
Q4 		$463K Sell
5,096
-18
-0.4% -$1.72K 0.03% 266
2024
Q3 		$531K Sell
5,114
-41
-0.8% -$4.18K 0.04% 228
2024
Q2 		$500K Sell
5,155
-115
-2% -$10.6K 0.04% 215
2024
Q1 		$475K Sell
5,270
-57,204
-92% -$4.85M 0.04% 213
2023
Q4 		$4.98M Sell
62,474
-1,302
-2% -$97.9K 0.52% 53
2023
Q3 		$4.54M Buy
63,776
+3,551
+6% +$266K 0.52% 57
2023
Q2 		$4.64M Sell
60,225
-1,965
-3% -$152K 0.53% 52
2023
Q1 		$4.67M Buy
+62,190
New +$4.62M 0.56% 53

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 $3.38T AUM 44.17% 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

Berger Financial Group's CL Position: Q2 2026 in Review

Berger Financial Group reduced its Colgate-Palmolive (CL) stake by 6.1% in Q2 2026, selling an estimated $21.6K and leaving 3,793 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #352.

Berger Financial Group first reported a position in CL in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.98M in Q4 2023. 2,028 funds tracked by Wall St. Rank hold CL as of Q2 2026.

  • Berger Financial Group held 3,793 shares of Colgate-Palmolive worth $348K as of Q2 2026.
  • Berger Financial Group sold 247 Colgate-Palmolive shares in Q2 2026, an estimated $21.6K.
  • Colgate-Palmolive made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #352 holding.
  • Berger Financial Group first reported a position in Colgate-Palmolive in Q1 2023 and has held it in 14 quarters since.
  • Berger Financial Group's Colgate-Palmolive position peaked at $4.98M in Q4 2023.
  • 2,028 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.