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 Q2	–	Sell	-2,394	Closed	-$204K	–	100
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goepper Burkhardt's CL Position: Q2 2026 in Review

Goepper Burkhardt sold out of Colgate-Palmolive (CL) in Q2 2026, closing a stake of 2,394 shares — an estimated $204K sold.

Goepper Burkhardt first reported a position in CL in Q4 2020 and held it in 22 quarters. The position peaked at $425K in Q4 2020. 2,023 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Goepper Burkhardt reported no remaining Colgate-Palmolive position as of Q2 2026 after selling out during the quarter.
Goepper Burkhardt sold 2,394 Colgate-Palmolive shares in Q2 2026, an estimated $204K.
Goepper Burkhardt first reported a position in Colgate-Palmolive in Q4 2020 and held it in 22 quarters.
Goepper Burkhardt's Colgate-Palmolive position peaked at $425K in Q4 2020.
2,023 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Goepper Burkhardt's 13F filing for Q2 2026, filed 10 Aug 2026.