Goepper Burkhardt’s Colgate-Palmolive CL Stock Holding History

Goepper Burkhardt’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	$204K	Sell	2,394 -1,000	-29%	-$89.1K	0.07%	96
2025 Q4	$268K	Sell	3,394 -344	-9%	-$27K	0.09%	86
2025 Q3	$299K	Sell	3,738 -172	-4%	-$14.7K	0.1%	80
2025 Q2	$355K	Hold	3,910	–	–	0.13%	72
2025 Q1	$366K	Hold	3,910	–	–	0.15%	69
2024 Q4	$355K	Sell	3,910 -100	-2%	-$9.54K	0.14%	61
2024 Q3	$416K	Sell	4,010 -128	-3%	-$13K	0.17%	57
2024 Q2	$402K	Hold	4,138	–	–	0.18%	59
2024 Q1	$394K	Hold	4,138	–	–	0.18%	56
2023 Q4	$345K	Buy	4,138 +72	+2%	+$5.41K	0.17%	57
2023 Q3	$289K	Hold	4,066	–	–	0.18%	51
2023 Q2	$313K	Hold	4,066	–	–	0.19%	51
2023 Q1	$306K	Hold	4,066	–	–	0.2%	49
2022 Q4	$320K	Hold	4,066	–	–	0.22%	41
2022 Q3	$286K	Hold	4,066	–	–	0.21%	42
2022 Q2	$326K	Hold	4,066	–	–	0.23%	45
2022 Q1	$308K	Hold	4,066	–	–	0.19%	51
2021 Q4	$347K	Hold	4,066	–	–	0.21%	48
2021 Q3	$307K	Sell	4,066 -700	-15%	-$55.6K	0.2%	50
2021 Q2	$388K	Hold	4,766	–	–	0.25%	40
2021 Q1	$376K	Sell	4,766 -200	-4%	-$15.7K	0.26%	40
2020 Q4	$425K	Buy	+4,966	New	+$411K	0.31%	35

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

Goepper Burkhardt's CL Position: Q1 2026 in Review

Goepper Burkhardt reduced its Colgate-Palmolive (CL) stake by 29% in Q1 2026, selling an estimated $89.1K and leaving 2,394 shares worth $204K. The position accounts for 0.07% of the portfolio, ranked #96.

Goepper Burkhardt first reported a position in CL in Q4 2020 and has held it in 22 quarters since. The position peaked at $425K in Q4 2020. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Goepper Burkhardt held 2,394 shares of Colgate-Palmolive worth $204K as of Q1 2026.
Goepper Burkhardt sold 1,000 Colgate-Palmolive shares in Q1 2026, an estimated $89.1K.
Colgate-Palmolive made up 0.07% of Goepper Burkhardt's portfolio in Q1 2026, its #96 holding.
Goepper Burkhardt first reported a position in Colgate-Palmolive in Q4 2020 and has held it in 22 quarters since.
Goepper Burkhardt's Colgate-Palmolive position peaked at $425K in Q4 2020.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.