AC
CLX icon

Apella Capital’s Clorox CLX Stock Holding History

Apella Capital’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 		$238K Buy
+2,893
New +$278K ﹤0.01% 697
2026
Q2 		– Sell
-2,376
Closed -$248K – 721
2026
Q1 		$248K Buy
+2,376
New +$269K ﹤0.01% 601

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 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

Apella Capital's CLX Position: Q3 2026 in Review

Apella Capital opened a new position in Clorox (CLX) in Q3 2026: 2,893 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #697 among its holdings. This is a return to the name: Apella Capital previously reported a position in CLX as recently as Q1 2026.

Apella Capital first reported a position in CLX in Q1 2026 and has held it in 2 quarters since. The position peaked at $248K in Q1 2026. 54 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Apella Capital held 2,893 shares of Clorox worth $238K as of Q3 2026.
  • Clorox was a new Apella Capital position in Q3 2026.
  • Clorox made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #697 holding.
  • Apella Capital first reported a position in Clorox in Q1 2026 and has held it in 2 quarters since.
  • Apella Capital's Clorox position peaked at $248K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.