CoreCap Advisors
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CoreCap Advisors’s Clorox CLX Stock Holding History

CoreCap 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
Q3 		$163K Buy
2,017
+13
+0.6% +$1.25K ﹤0.01% 925
2026
Q2 		$191K Sell
2,004
-422
-17% -$40.5K 0.01% 874
2026
Q1 		$251K Buy
2,426
+71
+3% +$8.05K 0.01% 725
2025
Q4 		$237K Sell
2,355
-520
-18% -$56.5K 0.01% 736
2025
Q3 		$355K Buy
2,875
+5
+0.2% +$621 0.01% 617
2025
Q2 		$345K Sell
2,870
-961
-25% -$128K 0.01% 587
2025
Q1 		$564K Buy
3,831
+869
+29% +$133K 0.02% 455
2024
Q4 		$481K Sell
2,962
-82
-3% -$13.4K 0.02% 491
2024
Q3 		$496K Buy
+3,044
New +$451K 0.02% 464
2024
Q2 		– Sell
-1,341
Closed -$205K – 1787
2024
Q1 		$205K Buy
+1,341
New +$200K 0.01% 626
2023
Q4 		– Sell
-1,532
Closed -$201K – 610
2023
Q3 		$201K Buy
1,532
+33
+2% +$5.02K 0.01% 506
2023
Q2 		$238K Buy
+1,499
New +$242K 0.02% 494
2022
Q4 		$318K Buy
+2,268
New +$322K 0.02% 444
2022
Q3 		– Sell
-1,400
Closed -$197K – 805
2022
Q2 		$197K Sell
1,400
-258
-16% -$36.9K 0.02% 516
2022
Q1 		$231K Sell
1,658
-172
-9% -$26.4K 0.02% 468
2021
Q4 		$319K Buy
+1,830
New +$305K 0.02% 432

Other funds holding CLX

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

CoreCap Advisors's CLX Position: Q3 2026 in Review

CoreCap Advisors increased its Clorox (CLX) stake by 0.65% in Q3 2026, buying an estimated $1.25K and bringing the position to 2,017 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

CoreCap Advisors first reported a position in CLX in Q4 2021 and has held it in 16 quarters since. The position peaked at $564K in Q1 2025. 233 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • CoreCap Advisors held 2,017 shares of Clorox worth $163K as of Q3 2026.
  • CoreCap Advisors bought 13 Clorox shares in Q3 2026, an estimated $1.25K.
  • Clorox made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #925 holding.
  • CoreCap Advisors first reported a position in Clorox in Q4 2021 and has held it in 16 quarters since.
  • CoreCap Advisors's Clorox position peaked at $564K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.