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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Berger Financial Group's CL Position: Q1 2026 in Review

Berger Financial Group reduced its Colgate-Palmolive (CL) stake by 1.1% in Q1 2026, selling an estimated $4.01K and leaving 4,040 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #347.

Berger Financial Group first reported a position in CL in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.98M in Q4 2023. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Berger Financial Group held 4,040 shares of Colgate-Palmolive worth $344K as of Q1 2026.
Berger Financial Group sold 45 Colgate-Palmolive shares in Q1 2026, an estimated $4.01K.
Colgate-Palmolive made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #347 holding.
Berger Financial Group first reported a position in Colgate-Palmolive in Q1 2023 and has held it in 13 quarters since.
Berger Financial Group's Colgate-Palmolive position peaked at $4.98M in Q4 2023.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.