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Dickmeyer Boyce Financial Management’s Clorox CLX Stock Holding History

Dickmeyer Boyce Financial 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
Q3 		$289K Sell
3,567
-1,829
-34% -$176K 0.15% 110
2026
Q2 		$515K Buy
5,396
+992
+23% +$95.2K 0.27% 85
2026
Q1 		$456K Buy
+4,404
New +$499K 0.27% 82

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Dickmeyer Boyce Financial Management's CLX Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management reduced its Clorox (CLX) stake by 34% in Q3 2026, selling an estimated $176K and leaving 3,567 shares worth $289K. The position accounts for 0.15% of the portfolio, ranked #110.

Dickmeyer Boyce Financial Management first reported a position in CLX in Q1 2026 and has held it in 3 quarters since. The position peaked at $515K in Q2 2026. 43 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 3,567 shares of Clorox worth $289K as of Q3 2026.
  • Dickmeyer Boyce Financial Management sold 1,829 Clorox shares in Q3 2026, an estimated $176K.
  • Clorox made up 0.15% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #110 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Clorox in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Clorox position peaked at $515K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.