Center for Financial Planning’s Clorox CLX Stock Holding History

Center for Financial Planning’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	-31	Closed	-$3.13K	–	669
2025 Q4	$3.13K	Sell	31 -169	-85%	-$18.3K	﹤0.01%	585
2025 Q3	$24.7K	Buy	+200	New	+$24.8K	﹤0.01%	393
2025 Q1	–	Sell	-150	Closed	-$24.4K	–	713
2024 Q4	$24.4K	Hold	150	–	–	﹤0.01%	328
2024 Q3	$24.4K	Sell	150 -173	-54%	-$25.6K	﹤0.01%	315
2024 Q2	$44.1K	Sell	323 -70	-18%	-$9.72K	0.01%	249
2024 Q1	$60.2K	Sell	393 -70	-15%	-$10.4K	0.01%	219
2023 Q4	$66K	Hold	463	–	–	0.01%	196
2023 Q3	$60.7K	Sell	463 -60	-11%	-$9.12K	0.01%	194
2023 Q2	$83.2K	Hold	523	–	–	0.02%	182
2023 Q1	$82.8K	Hold	523	–	–	0.02%	177
2022 Q4	$73.4K	Hold	523	–	–	0.02%	186
2022 Q3	$67K	Hold	523	–	–	0.02%	188
2022 Q2	$74K	Hold	523	–	–	0.02%	181
2022 Q1	$73K	Hold	523	–	–	0.02%	198
2021 Q4	$91K	Hold	523	–	–	0.02%	181
2021 Q3	$87K	Hold	523	–	–	0.02%	171
2021 Q2	$94K	Hold	523	–	–	0.02%	167
2021 Q1	$101K	Hold	523	–	–	0.03%	158
2020 Q4	$106K	Sell	523 -50	-9%	-$10.3K	0.03%	148
2020 Q3	$120K	Hold	573	–	–	0.04%	138
2020 Q2	$126K	Hold	573	–	–	0.04%	136
2020 Q1	$99K	Hold	573	–	–	0.03%	131
2019 Q4	$88K	Buy	+573	New	+$85.6K	0.02%	147

Other funds holding CLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Center for Financial Planning's CLX Position: Q1 2026 in Review

Center for Financial Planning sold out of Clorox (CLX) in Q1 2026, closing a stake of 31 shares — an estimated $3.13K sold.

Center for Financial Planning first reported a position in CLX in Q4 2019 and held it in 23 quarters. The position peaked at $126K in Q2 2020. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

Center for Financial Planning reported no remaining Clorox position as of Q1 2026 after selling out during the quarter.
Center for Financial Planning sold 31 Clorox shares in Q1 2026, an estimated $3.13K.
Center for Financial Planning first reported a position in Clorox in Q4 2019 and held it in 23 quarters.
Center for Financial Planning's Clorox position peaked at $126K in Q2 2020.
1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.