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Allen Mooney & Barnes Investment Advisors’s Clorox CLX Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio CLX Stock Details CLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$15.1M Buy
186,316
+180,851
+3,309% +$17.4M 2.24% 18
2026
Q2 		$522K Buy
5,465
+1,106
+25% +$106K 0.08% 96
2026
Q1 		$452K Sell
4,359
-112
-3% -$12.7K 0.07% 109
2025
Q4 		$451K Sell
4,471
-10
-0.2% -$1.09K 0.07% 108
2025
Q3 		$553K Buy
4,481
+5
+0.1% +$621 0.09% 98
2025
Q2 		$537K Sell
4,476
-40
-0.9% -$5.34K 0.09% 101
2025
Q1 		$665K Buy
4,516
+4
+0.1% +$611 0.11% 87
2024
Q4 		$733K Sell
4,512
-47
-1% -$7.69K 0.12% 84
2024
Q3 		$743K Sell
4,559
-59
-1% -$8.74K 0.13% 81
2024
Q2 		$630K Sell
4,618
-111
-2% -$15.4K 0.11% 89
2024
Q1 		$685K Sell
4,729
-47
-1% -$7.02K 0.13% 85
2023
Q4 		$681K Buy
4,776
+499
+12% +$66.5K 0.13% 85
2023
Q3 		$561K Buy
4,277
+97
+2% +$14.7K 0.12% 82
2023
Q2 		$665K Buy
4,180
+537
+15% +$86.6K 0.15% 76
2023
Q1 		$577K Buy
3,643
+1
+0% +$150 0.14% 77
2022
Q4 		$511K Hold
3,642
– – 0.12% 84
2022
Q3 		$468K Hold
3,642
– – 0.13% 85
2022
Q2 		$513K Buy
3,642
+2
+0.1% +$286 0.13% 83
2022
Q1 		$506K Buy
+3,640
New +$558K 0.11% 97

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's CLX Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Clorox (CLX) stake by 3,309% in Q3 2026, buying an estimated $17.4M and bringing the position to 186,316 shares worth $15.1M. The position accounts for 2.24% of the portfolio, ranked #18.

Allen Mooney & Barnes Investment Advisors first reported a position in CLX in Q1 2022 and has held it in 19 quarters since. 43 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 186,316 shares of Clorox worth $15.1M as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 180,851 Clorox shares in Q3 2026, an estimated $17.4M.
  • Clorox made up 2.24% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #18 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Clorox in Q1 2022 and has held it in 19 quarters since.
  • 43 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.