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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
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% +$5.01K 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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 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

CoreCap Advisors's CLX Position: Q2 2026 in Review

CoreCap Advisors reduced its Clorox (CLX) stake by 17% in Q2 2026, selling an estimated $40.5K and leaving 2,004 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #874.

CoreCap Advisors first reported a position in CLX in Q4 2021 and has held it in 15 quarters since. The position peaked at $564K in Q1 2025. 218 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • CoreCap Advisors held 2,004 shares of Clorox worth $191K as of Q2 2026.
  • CoreCap Advisors sold 422 Clorox shares in Q2 2026, an estimated $40.5K.
  • Clorox made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #874 holding.
  • CoreCap Advisors first reported a position in Clorox in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's Clorox position peaked at $564K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.