Creative Planning’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.14M | Buy |
59,220
+9,919
| +20% | +$1.12M | ﹤0.01% | 1036 |
|
|
2025
Q4 | $4.97M | Buy |
49,301
+2,235
| +5% | +$243K | ﹤0.01% | 1010 |
|
|
2025
Q3 | $5.8M | Buy |
47,066
+13,889
| +42% | +$1.72M | ﹤0.01% | 787 |
|
|
2025
Q2 | $3.98M | Buy |
33,177
+4,533
| +16% | +$605K | ﹤0.01% | 877 |
|
|
2025
Q1 | $4.22M | Sell |
28,644
-5,915
| -17% | -$903K | ﹤0.01% | 777 |
|
|
2024
Q4 | $5.61M | Buy |
34,559
+5,470
| +19% | +$895K | 0.01% | 625 |
|
|
2024
Q3 | $4.74M | Buy |
29,089
+1,996
| +7% | +$296K | ﹤0.01% | 657 |
|
|
2024
Q2 | $3.7M | Sell |
27,093
-215
| -0.8% | -$29.9K | ﹤0.01% | 730 |
|
|
2024
Q1 | $4.18M | Sell |
27,308
-2,279
| -8% | -$340K | ﹤0.01% | 667 |
|
|
2023
Q4 | $4.22M | Buy |
29,587
+1,040
| +4% | +$139K | 0.01% | 612 |
|
|
2023
Q3 | $3.74M | Buy |
28,547
+1,912
| +7% | +$291K | 0.01% | 618 |
|
|
2023
Q2 | $4.24M | Buy |
26,635
+1,700
| +7% | +$274K | 0.01% | 569 |
|
|
2023
Q1 | $3.95M | Sell |
24,935
-956
| -4% | -$143K | 0.01% | 565 |
|
|
2022
Q4 | $3.63M | Sell |
25,891
-1,166
| -4% | -$165K | 0.01% | 562 |
|
|
2022
Q3 | $3.47M | Sell |
27,057
-1,746
| -6% | -$252K | 0.01% | 531 |
|
|
2022
Q2 | $4.06M | Buy |
28,803
+6,601
| +30% | +$943K | 0.01% | 509 |
|
|
2022
Q1 | $3.09M | Sell |
22,202
-2,105
| -9% | -$323K | ﹤0.01% | 587 |
|
|
2021
Q4 | $4.24M | Sell |
24,307
-463
| -2% | -$77.2K | 0.01% | 462 |
|
|
2021
Q3 | $4.1M | Sell |
24,770
-444
| -2% | -$76.5K | 0.01% | 463 |
|
|
2021
Q2 | $4.54M | Buy |
25,214
+115
| +0.5% | +$21K | 0.01% | 433 |
|
|
2021
Q1 | $4.84M | Sell |
25,099
-178
| -0.7% | -$34.3K | 0.01% | 422 |
|
|
2020
Q4 | $5.1M | Sell |
25,277
-1,445
| -5% | -$299K | 0.01% | 373 |
|
|
2020
Q3 | $5.62M | Buy |
26,722
+1,404
| +6% | +$313K | 0.01% | 297 |
|
|
2020
Q2 | $5.55M | Buy |
25,318
+5,853
| +30% | +$1.17M | 0.02% | 274 |
|
|
2020
Q1 | $3.37M | Sell |
19,465
-1,515
| -7% | -$250K | 0.01% | 308 |
|
|
2019
Q4 | $3.22M | Sell |
20,980
-409
| -2% | -$61.1K | 0.01% | 380 |
|
|
2019
Q3 | $3.25M | Buy |
21,389
+2,955
| +16% | +$467K | 0.01% | 374 |
|
|
2019
Q2 | $2.82M | Sell |
18,434
-941
| -5% | -$144K | 0.01% | 407 |
|
|
2019
Q1 | $3.11M | Sell |
19,375
-1,539
| -7% | -$239K | 0.01% | 359 |
|
|
2018
Q4 | $3.22M | Sell |
20,914
-301
| -1% | -$46.9K | 0.01% | 329 |
|
|
2018
Q3 | $3.19M | Buy |
21,215
+1,208
| +6% | +$172K | 0.01% | 368 |
|
|
2018
Q2 | $2.71M | Sell |
20,007
-720
| -3% | -$88.9K | 0.01% | 399 |
|
|
2018
Q1 | $2.76M | Buy |
20,727
+1,234
| +6% | +$166K | 0.01% | 389 |
|
|
2017
Q4 | $2.9M | Sell |
19,493
-63
| -0.3% | -$8.57K | 0.01% | 361 |
|
|
2017
Q3 | $2.58M | Buy |
19,556
+885
| +5% | +$119K | 0.01% | 390 |
|
|
2017
Q2 | $2.49M | Buy |
18,671
+4,192
| +29% | +$566K | 0.01% | 377 |
|
|
2017
Q1 | $1.95M | Buy |
14,479
+116
| +0.8% | +$15K | 0.01% | 434 |
|
|
2016
Q4 | $1.72M | Sell |
14,363
-1,215
| -8% | -$143K | 0.01% | 445 |
|
|
2016
Q3 | $1.95M | Buy |
15,578
+2,326
| +18% | +$305K | 0.01% | 387 |
|
|
2016
Q2 | $1.83M | Buy |
13,252
+1,046
| +9% | +$136K | 0.01% | 354 |
|
|
2016
Q1 | $1.54M | Buy |
12,206
+1,119
| +10% | +$142K | 0.01% | 379 |
|
|
2015
Q4 | $1.41M | Sell |
11,087
-348
| -3% | -$43.2K | 0.01% | 401 |
|
|
2015
Q3 | $1.32M | Sell |
11,435
-771
| -6% | -$86.6K | 0.01% | 401 |
|
|
2015
Q2 | $1.27M | Buy |
12,206
+1,326
| +12% | +$143K | 0.01% | 403 |
|
|
2015
Q1 | $1.2M | Sell |
10,880
-38
| -0.3% | -$4.13K | 0.01% | 403 |
|
|
2014
Q4 | $1.14M | Sell |
10,918
-200
| -2% | -$20K | 0.01% | 412 |
|
|
2014
Q3 | $1.07M | Buy |
11,118
+2,259
| +25% | +$204K | 0.01% | 381 |
|
|
2014
Q2 | $810K | Buy |
8,859
+241
| +3% | +$21.6K | 0.01% | 457 |
|
|
2014
Q1 | $758K | Buy |
8,618
+932
| +12% | +$81.8K | 0.01% | 461 |
|
|
2013
Q4 | $713K | Buy |
7,686
+140
| +2% | +$12.6K | 0.01% | 405 |
|
|
2013
Q3 | $617K | Buy |
7,546
+1,874
| +33% | +$158K | 0.01% | 388 |
|
|
2013
Q2 | $472K | Buy |
+5,672
| New | +$488K | 0.01% | 421 |
|
Other funds holding CLX
VCM
VPM
DAM
Creative Planning's CLX Position: Q1 2026 in Review
Creative Planning increased its Clorox (CLX) stake by 20% in Q1 2026, buying an estimated $1.12M and bringing the position to 59,220 shares worth $6.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1036.
Creative Planning first reported a position in CLX in Q2 2013 and has held it in 52 quarters since. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.
- Creative Planning held 59,220 shares of Clorox worth $6.14M as of Q1 2026.
- Creative Planning bought 9,919 Clorox shares in Q1 2026, an estimated $1.12M.
- Clorox made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1036 holding.
- Creative Planning first reported a position in Clorox in Q2 2013 and has held it in 52 quarters since.
- 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.