Bard Financial Services’s Clorox CLX Stock Holding History

Bard Financial Services’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
2025 Q3	$1.11M	Buy	9,025 +1,625	+22%	+$202K	0.12%	117
2025 Q2	$889K	Buy	7,400 +125	+2%	+$16.7K	0.11%	121
2025 Q1	$1.07M	Sell	7,275 -75	-1%	-$11.5K	0.13%	112
2024 Q4	$1.19M	Hold	7,350	–	–	0.14%	104
2024 Q3	$1.2M	Hold	7,350	–	–	0.14%	105
2024 Q2	$1M	Hold	7,350	–	–	0.1%	120
2024 Q1	$1.13M	Hold	7,350	–	–	0.12%	111
2023 Q4	$1.05M	Sell	7,350 -60	-0.8%	-$8K	0.12%	115
2023 Q3	$971K	Sell	7,410 -500	-6%	-$76K	0.12%	112
2023 Q2	$1.26M	Hold	7,910	–	–	0.1%	148
2023 Q1	$1.25M	Sell	7,910 -1,500	-16%	-$225K	0.1%	150
2022 Q4	$1.32M	Hold	9,410	–	–	0.11%	138
2022 Q3	$1.21M	Hold	9,410	–	–	0.11%	137
2022 Q2	$1.33M	Hold	9,410	–	–	0.12%	134
2022 Q1	$1.31M	Hold	9,410	–	–	0.11%	132
2021 Q4	$1.64M	Hold	9,410	–	–	0.13%	119
2021 Q3	$1.56M	Buy	9,410 +325	+4%	+$56K	0.14%	119
2021 Q2	$1.63M	Hold	9,085	–	–	0.15%	116
2021 Q1	$1.75M	Buy	9,085 +250	+3%	+$48.1K	0.17%	110
2020 Q4	$1.78M	Buy	+8,835	New	+$1.83M	0.18%	107

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bard Financial Services's CLX Position: Q3 2025 in Review

Bard Financial Services increased its Clorox (CLX) stake by 22% in Q3 2025, buying an estimated $202K and bringing the position to 9,025 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #117.

Bard Financial Services first reported a position in CLX in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.78M in Q4 2020. 1,093 funds tracked by Wall St. Rank hold CLX as of Q3 2025.

Bard Financial Services held 9,025 shares of Clorox worth $1.11M as of Q3 2025.
Bard Financial Services bought 1,625 Clorox shares in Q3 2025, an estimated $202K.
Clorox made up 0.12% of Bard Financial Services's portfolio in Q3 2025, its #117 holding.
Bard Financial Services first reported a position in Clorox in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Clorox position peaked at $1.78M in Q4 2020.
1,093 funds tracked by Wall St. Rank held Clorox as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.