Eagle Rock Investment Company’s Clorox CLX Stock Holding History

Eagle Rock Investment Company’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	$3.87M	Sell	40,547 -1,455	-3%	-$140K	0.48%	53
2026 Q1	$4.35M	Buy	42,002 +8,688	+26%	+$985K	0.63%	43
2025 Q4	$3.36M	Sell	33,314 -2,116	-6%	-$230K	0.47%	53
2025 Q3	$4.37M	Buy	35,430 +5,196	+17%	+$645K	0.64%	44
2025 Q2	$3.63M	Buy	30,234 +1,479	+5%	+$197K	0.57%	50
2025 Q1	$4.23M	Buy	28,755 +1,278	+5%	+$195K	0.73%	41
2024 Q4	$4.46M	Sell	27,477 -9	-0%	-$1.47K	0.74%	38
2024 Q3	$4.48M	Sell	27,486 -185	-0.7%	-$27.4K	0.75%	40
2024 Q2	$3.78M	Buy	27,671 +5,408	+24%	+$751K	0.68%	44
2024 Q1	$3.41M	Buy	22,263 +1,645	+8%	+$246K	0.63%	49
2023 Q4	$2.94M	Buy	+20,618	New	+$2.75M	0.6%	48

Other funds holding CLX

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Eagle Rock Investment Company's CLX Position: Q2 2026 in Review

Eagle Rock Investment Company reduced its Clorox (CLX) stake by 3.5% in Q2 2026, selling an estimated $140K and leaving 40,547 shares worth $3.87M. The position accounts for 0.48% of the portfolio, ranked #53.

Eagle Rock Investment Company first reported a position in CLX in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.48M in Q3 2024. 286 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

Eagle Rock Investment Company held 40,547 shares of Clorox worth $3.87M as of Q2 2026.
Eagle Rock Investment Company sold 1,455 Clorox shares in Q2 2026, an estimated $140K.
Clorox made up 0.48% of Eagle Rock Investment Company's portfolio in Q2 2026, its #53 holding.
Eagle Rock Investment Company first reported a position in Clorox in Q4 2023 and has held it in 11 quarters since.
Eagle Rock Investment Company's Clorox position peaked at $4.48M in Q3 2024.
286 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.