Cape Investment Advisory’s Clorox CLX Stock Holding History

Cape Investment Advisory’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 Q2	$9.44K	Buy	+99	New	+$9.5K	﹤0.01%	881
2026 Q1	–	Sell	-63	Closed	-$6.34K	–	384
2025 Q4	$6.34K	Buy	63 +49	+350%	+$5.32K	﹤0.01%	856
2025 Q3	$1.73K	Sell	14 -47	-77%	-$5.83K	﹤0.01%	697
2025 Q2	$7.31K	Buy	61 +2	+3%	+$267	﹤0.01%	685
2025 Q1	$8.67K	Sell	59 -25	-30%	-$3.82K	﹤0.01%	632
2024 Q4	$13.6K	Hold	84	–	–	0.01%	531
2024 Q3	$13.7K	Buy	84 +12	+17%	+$1.78K	0.01%	516
2024 Q2	$9.81K	Sell	72 -25	-26%	-$3.47K	﹤0.01%	529
2024 Q1	$14.8K	Buy	97 +73	+304%	+$10.9K	0.01%	478
2023 Q4	$3.49K	Hold	24	–	–	﹤0.01%	835
2023 Q3	$3.18K	Hold	24	–	–	﹤0.01%	734
2023 Q2	$3.83K	Buy	24 +12	+100%	+$1.94K	﹤0.01%	698
2023 Q1	$1.9K	Buy	+12	New	+$1.8K	﹤0.01%	821

Other funds holding CLX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cape Investment Advisory's CLX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Clorox (CLX) in Q2 2026: 99 shares worth $9.44K. The stake represents ﹤0.01% of the portfolio and ranks #881 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CLX as recently as Q4 2025.

Cape Investment Advisory first reported a position in CLX in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.8K in Q1 2024. 1,039 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

Cape Investment Advisory held 99 shares of Clorox worth $9.44K as of Q2 2026.
Clorox was a new Cape Investment Advisory position in Q2 2026.
Clorox made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #881 holding.
Cape Investment Advisory first reported a position in Clorox in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Clorox position peaked at $14.8K in Q1 2024.
1,039 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.