CapWealth Advisors’s Clorox CLX Stock Holding History

CapWealth Advisors’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 Q4	–	Sell	-1,718	Closed	-$212K	–	122
2025 Q3	$212K	Hold	1,718	–	–	0.01%	114
2025 Q2	$206K	Sell	1,718 -50	-3%	-$6.67K	0.02%	102
2025 Q1	$260K	Hold	1,768	–	–	0.03%	91
2024 Q4	$287K	Sell	1,768 -121	-6%	-$19.8K	0.03%	90
2024 Q3	$308K	Hold	1,889	–	–	0.03%	90
2024 Q2	$258K	Buy	1,889 +1	+0.1%	+$139	0.03%	88
2024 Q1	$289K	Hold	1,888	–	–	0.03%	85
2023 Q4	$269K	Hold	1,888	–	–	0.03%	86
2023 Q3	$247K	Hold	1,888	–	–	0.03%	95
2023 Q2	$300K	Hold	1,888	–	–	0.04%	88
2023 Q1	$299K	Sell	1,888 -200	-10%	-$30K	0.04%	91
2022 Q4	$293K	Hold	2,088	–	–	0.03%	96
2022 Q3	$268K	Hold	2,088	–	–	0.04%	94
2022 Q2	$294K	Sell	2,088 -115	-5%	-$16.4K	0.04%	93
2022 Q1	$306K	Hold	2,203	–	–	0.03%	104
2021 Q4	$384K	Hold	2,203	–	–	0.04%	97
2021 Q3	$365K	Hold	2,203	–	–	0.04%	91
2021 Q2	$396K	Sell	2,203 -60	-3%	-$11K	0.04%	88
2021 Q1	$436K	Sell	2,263 -175	-7%	-$33.7K	0.05%	82
2020 Q4	$492K	Sell	2,438 -45	-2%	-$9.31K	0.06%	77
2020 Q3	$522K	Sell	2,483 -370	-13%	-$82.4K	0.07%	74
2020 Q2	$626K	Sell	2,853 -135	-5%	-$27K	0.09%	69
2020 Q1	$518K	Sell	2,988 -25	-0.8%	-$4.13K	0.09%	68
2019 Q4	$463K	Sell	3,013 -25	-0.8%	-$3.74K	0.06%	75
2019 Q3	$461K	Sell	3,038 -50	-2%	-$7.9K	0.06%	72
2019 Q2	$473K	Sell	3,088 -50	-2%	-$7.64K	0.07%	72
2019 Q1	$504K	Hold	3,138	–	–	0.08%	70
2018 Q4	$484K	Sell	3,138 -125	-4%	-$19.5K	0.09%	71
2018 Q3	$491K	Sell	3,263 -25	-0.8%	-$3.55K	0.08%	81
2018 Q2	$445K	Hold	3,288	–	–	0.08%	82
2018 Q1	$438K	Sell	3,288 -150	-4%	-$20.1K	0.08%	77
2017 Q4	$511K	Hold	3,438	–	–	0.09%	77
2017 Q3	$454K	Hold	3,438	–	–	0.09%	81
2017 Q2	$458K	Hold	3,438	–	–	0.09%	79
2017 Q1	$464K	Hold	3,438	–	–	0.1%	83
2016 Q4	$413K	Buy	3,438 +48	+1%	+$5.66K	0.09%	79
2016 Q3	$424K	Hold	3,390	–	–	0.1%	73
2016 Q2	$469K	Sell	3,390 -500	-13%	-$64.8K	0.11%	72
2016 Q1	$490K	Buy	3,890 +350	+10%	+$44.5K	0.12%	70
2015 Q4	$449K	Sell	3,540 -235	-6%	-$29.2K	0.11%	68
2015 Q3	$436K	Sell	3,775 -650	-15%	-$73K	0.11%	68
2015 Q2	$460K	Sell	4,425 -425	-9%	-$45.9K	0.11%	63
2015 Q1	$535K	Sell	4,850 -100	-2%	-$10.9K	0.13%	67
2014 Q4	$516K	Sell	4,950 -75	-1%	-$7.5K	0.12%	70
2014 Q3	$483K	Hold	5,025	–	–	0.11%	68
2014 Q2	$459K	Sell	5,025 -975	-16%	-$87.3K	0.11%	69
2014 Q1	$528K	Sell	6,000 -300	-5%	-$26.3K	0.14%	59
2013 Q4	$584K	Sell	6,300 -2,950	-32%	-$266K	0.15%	65
2013 Q3	$756K	Sell	9,250 -150	-2%	-$12.7K	0.21%	62
2013 Q2	$782K	Buy	+9,400	New	+$809K	0.23%	66

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

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CapWealth Advisors's CLX Position: Q4 2025 in Review

CapWealth Advisors sold out of Clorox (CLX) in Q4 2025, closing a stake of 1,718 shares — an estimated $212K sold.

CapWealth Advisors first reported a position in CLX in Q2 2013 and held it in 50 quarters. The position peaked at $782K in Q2 2013. 1,052 funds tracked by Wall St. Rank hold CLX as of Q4 2025.

CapWealth Advisors reported no remaining Clorox position as of Q4 2025 after selling out during the quarter.
CapWealth Advisors sold 1,718 Clorox shares in Q4 2025, an estimated $212K.
CapWealth Advisors first reported a position in Clorox in Q2 2013 and held it in 50 quarters.
CapWealth Advisors's Clorox position peaked at $782K in Q2 2013.
1,052 funds tracked by Wall St. Rank held Clorox as of Q4 2025.

Based on CapWealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.