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Coastwise Capital Group’s Clorox CLX Stock Holding History

Coastwise Capital Group’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 		$305K Buy
3,192
+239
+8% +$22.9K 0.18% 112
2026
Q1 		$306K Buy
+2,953
New +$335K 0.17% 106
2025
Q4 		– Sell
-2,780
Closed -$343K – 229
2025
Q3 		$343K Buy
2,780
+25
+0.9% +$3.1K 0.24% 89
2025
Q2 		$331K Buy
2,755
+17
+0.6% +$2.27K 0.26% 83
2025
Q1 		$403K Buy
2,738
+18
+0.7% +$2.75K 0.34% 71
2024
Q4 		$442K Sell
2,720
-89
-3% -$14.6K 0.35% 71
2024
Q3 		$458K Buy
2,809
+318
+13% +$47.1K 0.38% 72
2024
Q2 		$340K Buy
2,491
+14
+0.6% +$1.94K 0.32% 81
2024
Q1 		$379K Sell
2,477
-3
-0.1% -$448 0.35% 76
2023
Q4 		$354K Sell
2,480
-515
-17% -$68.7K 0.36% 76
2023
Q3 		$393K Buy
2,995
+603
+25% +$91.6K 0.45% 67
2023
Q2 		$380K Sell
2,392
-89
-4% -$14.4K 0.43% 67
2023
Q1 		$393K Buy
2,481
+98
+4% +$14.7K 0.45% 64
2022
Q4 		$334K Buy
2,383
+217
+10% +$30.8K 0.4% 74
2022
Q3 		$278K Buy
2,166
+13
+0.6% +$1.88K 0.44% 69
2022
Q2 		$303K Buy
2,153
+12
+0.6% +$1.71K 0.37% 73
2022
Q1 		$298K Buy
+2,141
New +$328K 0.37% 76

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

Coastwise Capital Group's CLX Position: Q2 2026 in Review

Coastwise Capital Group increased its Clorox (CLX) stake by 8.1% in Q2 2026, buying an estimated $22.9K and bringing the position to 3,192 shares worth $305K. The position accounts for 0.18% of the portfolio, ranked #112.

Coastwise Capital Group first reported a position in CLX in Q1 2022 and has held it in 17 quarters since. The position peaked at $458K in Q3 2024. 189 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Coastwise Capital Group held 3,192 shares of Clorox worth $305K as of Q2 2026.
  • Coastwise Capital Group bought 239 Clorox shares in Q2 2026, an estimated $22.9K.
  • Clorox made up 0.18% of Coastwise Capital Group's portfolio in Q2 2026, its #112 holding.
  • Coastwise Capital Group first reported a position in Clorox in Q1 2022 and has held it in 17 quarters since.
  • Coastwise Capital Group's Clorox position peaked at $458K in Q3 2024.
  • 189 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.