Caldwell Trust
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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
Q3 		$51.3K Hold
633
– – ﹤0.01% 492
2026
Q2 		$60.4K Sell
633
-2
-0.3% -$192 ﹤0.01% 475
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Caldwell Trust's CLX Position: Q3 2026 in Review

Caldwell Trust held its Clorox (CLX) position steady in Q3 2026 at 633 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Caldwell Trust first reported a position in CLX in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.27M in Q2 2020. 832 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Caldwell Trust held 633 shares of Clorox worth $51.3K as of Q3 2026.
  • Caldwell Trust left its Clorox share count unchanged in Q3 2026.
  • Clorox made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #492 holding.
  • Caldwell Trust first reported a position in Clorox in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Clorox position peaked at $1.27M in Q2 2020.
  • 832 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.