GA
CLX icon

GoalVest Advisory’s Clorox CLX Stock Holding History

GoalVest Advisory’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 		– Sell
-200
Closed -$20.7K – 515
2026
Q1 		$20.7K Hold
200
– – ﹤0.01% 325
2025
Q4 		$20.2K Hold
200
– – ﹤0.01% 354
2025
Q3 		$24.7K Hold
200
– – 0.01% 281
2025
Q2 		$24K Sell
200
-1
-0.5% -$133 0.01% 259
2025
Q1 		$29.6K Buy
201
+1
+0.5% +$153 0.01% 217
2024
Q4 		$32.5K Hold
200
– – 0.01% 211
2024
Q3 		$32.6K Hold
200
– – 0.01% 224
2024
Q2 		$27.3K Hold
200
– – 0.01% 213
2024
Q1 		$30.6K Buy
+200
New +$29.9K 0.01% 227
2023
Q3 		– Sell
-65
Closed -$10.3K – 476
2023
Q2 		$10.3K Buy
+65
New +$10.5K 0.01% 249

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
AG
Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

GoalVest Advisory's CLX Position: Q2 2026 in Review

GoalVest Advisory sold out of Clorox (CLX) in Q2 2026, closing a stake of 200 shares — an estimated $20.7K sold.

GoalVest Advisory first reported a position in CLX in Q2 2023 and held it in 10 quarters. The position peaked at $32.6K in Q3 2024. 148 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • GoalVest Advisory reported no remaining Clorox position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 200 Clorox shares in Q2 2026, an estimated $20.7K.
  • GoalVest Advisory first reported a position in Clorox in Q2 2023 and held it in 10 quarters.
  • GoalVest Advisory's Clorox position peaked at $32.6K in Q3 2024.
  • 148 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.