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Caldwell Trust’s Clorox CLX Stock Holding History

Caldwell Trust’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
Q1 		$65.8K Hold
635
– – 0.01% 458
2025
Q4 		$64K Sell
635
-35
-5% -$3.8K 0.01% 449
2025
Q3 		$82.6K Sell
670
-20
-3% -$2.48K 0.01% 407
2025
Q2 		$82.8K Sell
690
-150
-18% -$20K 0.01% 397
2025
Q1 		$124K Buy
840
+85
+11% +$13K 0.01% 359
2024
Q4 		$123K Sell
755
-135
-15% -$22.1K 0.01% 366
2024
Q3 		$145K Sell
890
-75
-8% -$11.1K 0.02% 347
2024
Q2 		$132K Hold
965
– – 0.01% 354
2024
Q1 		$148K Sell
965
-190
-16% -$28.4K 0.02% 343
2023
Q4 		$165K Sell
1,155
-2,277
-66% -$304K 0.02% 320
2023
Q3 		$450K Sell
3,432
-346
-9% -$52.6K 0.06% 212
2023
Q2 		$601K Sell
3,778
-573
-13% -$92.4K 0.08% 184
2023
Q1 		$689K Sell
4,351
-10
-0.2% -$1.5K 0.1% 171
2022
Q4 		$612K Sell
4,361
-50
-1% -$7.1K 0.09% 181
2022
Q3 		$566K Sell
4,411
-70
-2% -$10.1K 0.08% 179
2022
Q2 		$632K Sell
4,481
-73
-2% -$10.4K 0.09% 171
2022
Q1 		$633K Sell
4,554
-2,042
-31% -$313K 0.08% 182
2021
Q4 		$1.15M Sell
6,596
-150
-2% -$25K 0.13% 132
2021
Q3 		$1.12M Buy
6,746
+1,514
+29% +$261K 0.14% 125
2021
Q2 		$941K Buy
5,232
+335
+7% +$61.1K 0.12% 136
2021
Q1 		$945K Sell
4,897
-152
-3% -$29.3K 0.13% 133
2020
Q4 		$1.02M Sell
5,049
-761
-13% -$157K 0.15% 116
2020
Q3 		$1.22M Buy
5,810
+10
+0.2% +$2.23K 0.2% 105
2020
Q2 		$1.27M Buy
5,800
+555
+11% +$111K 0.21% 101
2020
Q1 		$909K Buy
5,245
+2
+0% +$330 0.17% 107
2019
Q4 		$805K Buy
+5,243
New +$784K 0.12% 134

Other funds holding CLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Caldwell Trust's CLX Position: Q1 2026 in Review

Caldwell Trust held its Clorox (CLX) position steady in Q1 2026 at 635 shares worth $65.8K. The position accounts for 0.01% of the portfolio, ranked #458.

Caldwell Trust first reported a position in CLX in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.27M in Q2 2020. 1,081 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Caldwell Trust held 635 shares of Clorox worth $65.8K as of Q1 2026.
  • Caldwell Trust left its Clorox share count unchanged in Q1 2026.
  • Clorox made up 0.01% of Caldwell Trust's portfolio in Q1 2026, its #458 holding.
  • Caldwell Trust first reported a position in Clorox in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Clorox position peaked at $1.27M in Q2 2020.
  • 1,081 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.