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Costello Asset Management’s Clorox CLX Stock Holding History

Costello Asset Management’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 		$86.7K Sell
908
-3
-0.3% -$288 0.03% 183
2026
Q1 		$94.4K Buy
911
+72
+9% +$8.16K 0.03% 167
2025
Q4 		$84.6K Sell
839
-61
-7% -$6.62K 0.03% 165
2025
Q3 		$111K Buy
900
+4
+0.4% +$496 0.04% 145
2025
Q2 		$108K Sell
896
-67
-7% -$8.94K 0.04% 149
2025
Q1 		$142K Buy
+963
New +$147K 0.06% 122
2022
Q2 		– Sell
-44
Closed -$6K – 232
2022
Q1 		$6K Hold
44
– – ﹤0.01% 182
2021
Q4 		$8K Sell
44
-209
-83% -$34.8K ﹤0.01% 178
2021
Q3 		$42K Sell
253
-40
-14% -$6.89K 0.03% 119
2021
Q2 		$53K Buy
293
+100
+52% +$18.3K 0.03% 107
2021
Q1 		$37K Buy
193
+67
+53% +$12.9K 0.03% 127
2020
Q4 		$25K Buy
126
+51
+68% +$10.6K 0.02% 139
2020
Q3 		$16K Sell
75
-50
-40% -$11.1K 0.01% 139
2020
Q2 		$27K Buy
+125
New +$25K 0.03% 114

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WIC
Willis Investment Counsel Gainesville, Georgia $2.1B AUM 24.61% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Costello Asset Management's CLX Position: Q2 2026 in Review

Costello Asset Management reduced its Clorox (CLX) stake by 0.33% in Q2 2026, selling an estimated $288 and leaving 908 shares worth $86.7K. The position accounts for 0.03% of the portfolio, ranked #183.

Costello Asset Management first reported a position in CLX in Q2 2020 and has held it in 14 quarters since. The position peaked at $142K in Q1 2025. 463 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Costello Asset Management held 908 shares of Clorox worth $86.7K as of Q2 2026.
  • Costello Asset Management sold 3 Clorox shares in Q2 2026, an estimated $288.
  • Clorox made up 0.03% of Costello Asset Management's portfolio in Q2 2026, its #183 holding.
  • Costello Asset Management first reported a position in Clorox in Q2 2020 and has held it in 14 quarters since.
  • Costello Asset Management's Clorox position peaked at $142K in Q1 2025.
  • 463 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.