CWA
CLX icon

Carolina Wealth Advisors’s Clorox CLX Stock Holding History

Carolina Wealth 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
2026
Q1 		– Sell
-328
Closed -$33.1K – 292
2025
Q4 		$33.1K Sell
328
-7,245
-96% -$787K 0.01% 137
2025
Q3 		$934K Buy
7,573
+796
+12% +$98.8K 0.4% 47
2025
Q2 		$814K Buy
6,777
+1,644
+32% +$219K 0.4% 47
2025
Q1 		$756K Buy
5,133
+3,818
+290% +$583K 0.41% 43
2024
Q4 		$214K Buy
1,315
+1,020
+346% +$167K 0.11% 61
2024
Q3 		$48.1K Buy
+295
New +$43.7K 0.02% 117

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

Carolina Wealth Advisors's CLX Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Clorox (CLX) in Q1 2026, closing a stake of 328 shares — an estimated $33.1K sold.

Carolina Wealth Advisors first reported a position in CLX in Q3 2024 and held it in 6 quarters. The position peaked at $934K in Q3 2025. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Carolina Wealth Advisors reported no remaining Clorox position as of Q1 2026 after selling out during the quarter.
  • Carolina Wealth Advisors sold 328 Clorox shares in Q1 2026, an estimated $33.1K.
  • Carolina Wealth Advisors first reported a position in Clorox in Q3 2024 and held it in 6 quarters.
  • Carolina Wealth Advisors's Clorox position peaked at $934K in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.