Briaud Financial Planning’s Clorox CLX Stock Holding History

Briaud Financial Planning’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	–	Sell	-73	Closed	-$8K	–	77
2025 Q2	$8K	Buy	+73	New	+$9.74K	﹤0.01%	252

Other funds holding CLX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 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 $570B AUM 27.57% 1-Year Est. Return

Briaud Financial Planning's CLX Position: Q3 2025 in Review

Briaud Financial Planning sold out of Clorox (CLX) in Q3 2025, closing a stake of 73 shares — an estimated $8K sold.

Briaud Financial Planning first reported a position in CLX in Q2 2025 and held it in 1 quarter. The position peaked at $8K in Q2 2025. 1,091 funds tracked by Wall St. Rank hold CLX as of Q3 2025.

Briaud Financial Planning reported no remaining Clorox position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 73 Clorox shares in Q3 2025, an estimated $8K.
Briaud Financial Planning first reported a position in Clorox in Q2 2025 and held it in 1 quarter.
Briaud Financial Planning's Clorox position peaked at $8K in Q2 2025.
1,091 funds tracked by Wall St. Rank held Clorox as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.