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J.W. Burns & Co’s Clorox CLX Stock Holding History

J.W. Burns & Co’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 		$733K Sell
7,680
-960
-11% -$92.2K 0.08% 115
2026
Q1 		$895K Sell
8,640
-315
-4% -$35.7K 0.1% 102
2025
Q4 		$903K Sell
8,955
-730
-8% -$79.3K 0.1% 106
2025
Q3 		$1.19M Hold
9,685
– – 0.14% 94
2025
Q2 		$1.16M Sell
9,685
-32
-0.3% -$4.27K 0.14% 90
2025
Q1 		$1.43M Sell
9,717
-359
-4% -$54.8K 0.19% 83
2024
Q4 		$1.64M Sell
10,076
-150
-1% -$24.5K 0.21% 79
2024
Q3 		$1.67M Hold
10,226
– – 0.22% 75
2024
Q2 		$1.4M Hold
10,226
– – 0.19% 79
2024
Q1 		$1.57M Sell
10,226
-83
-0.8% -$12.4K 0.22% 75
2023
Q4 		$1.47M Hold
10,309
– – 0.22% 77
2023
Q3 		$1.35M Sell
10,309
-15
-0.1% -$2.28K 0.22% 81
2023
Q2 		$1.64M Sell
10,324
-10
-0.1% -$1.61K 0.26% 69
2023
Q1 		$1.64M Buy
10,334
+25
+0.2% +$3.75K 0.28% 67
2022
Q4 		$1.45M Buy
10,309
+22
+0.2% +$3.12K 0.26% 68
2022
Q3 		$1.32M Sell
10,287
-50
-0.5% -$7.21K 0.26% 68
2022
Q2 		$1.46M Sell
10,337
-15
-0.1% -$2.14K 0.28% 69
2022
Q1 		$1.44M Sell
10,352
-1,480
-13% -$227K 0.23% 77
2021
Q4 		$2.06M Sell
11,832
-450
-4% -$75K 0.3% 67
2021
Q3 		$2.03M Sell
12,282
-156
-1% -$26.9K 0.32% 63
2021
Q2 		$2.24M Sell
12,438
-563
-4% -$103K 0.35% 64
2021
Q1 		$2.51M Hold
13,001
– – 0.42% 59
2020
Q4 		$2.63M Hold
13,001
– – 0.47% 54
2020
Q3 		$2.73M Sell
13,001
-212
-2% -$47.2K 0.55% 50
2020
Q2 		$2.9M Buy
13,213
+25
+0.2% +$5K 0.64% 47
2020
Q1 		$2.29M Buy
13,188
+21
+0.2% +$3.47K 0.62% 49
2019
Q4 		$2.02M Sell
13,167
-35
-0.3% -$5.23K 0.43% 65
2019
Q3 		$2M Hold
13,202
– – 0.46% 64
2019
Q2 		$2.02M Sell
13,202
-200
-1% -$30.6K 0.47% 66
2019
Q1 		$2.15M Sell
13,402
-150
-1% -$23.3K 0.52% 62
2018
Q4 		$2.09M Sell
13,552
-150
-1% -$23.4K 0.59% 57
2018
Q3 		$2.06M Hold
13,702
– – 0.48% 67
2018
Q2 		$1.85M Buy
13,702
+603
+5% +$74.4K 0.47% 68
2018
Q1 		$1.74M Hold
13,099
– – 0.45% 69
2017
Q4 		$1.95M Sell
13,099
-200
-2% -$27.2K 0.49% 63
2017
Q3 		$1.75M Sell
13,299
-200
-1% -$26.9K 0.47% 65
2017
Q2 		$1.8M Sell
13,499
-360
-3% -$48.6K 0.49% 66
2017
Q1 		$1.87M Sell
13,859
-135
-1% -$17.5K 0.51% 65
2016
Q4 		$1.68M Sell
13,994
-175
-1% -$20.6K 0.49% 64
2016
Q3 		$1.77M Sell
14,169
-100
-0.7% -$13.1K 0.55% 59
2016
Q2 		$1.98M Sell
14,269
-75
-0.5% -$9.72K 0.6% 58
2016
Q1 		$1.81M Sell
14,344
-100
-0.7% -$12.7K 0.57% 59
2015
Q4 		$1.83M Hold
14,444
– – 0.58% 57
2015
Q3 		$1.67M Sell
14,444
-200
-1% -$22.5K 0.57% 60
2015
Q2 		$1.52M Sell
14,644
-582
-4% -$62.8K 0.5% 62
2015
Q1 		$1.68M Buy
15,226
+100
+0.7% +$10.9K 0.55% 56
2014
Q4 		$1.58M Hold
15,126
– – 0.52% 58
2014
Q3 		$1.45M Buy
15,126
+430
+3% +$38.9K 0.49% 60
2014
Q2 		$1.34M Buy
14,696
+100
+0.7% +$8.96K 0.45% 61
2014
Q1 		$1.28M Buy
14,596
+100
+0.7% +$8.78K 0.46% 62
2013
Q4 		$1.34M Sell
14,496
-444
-3% -$40K 0.47% 62
2013
Q3 		$1.22M Sell
14,940
-150
-1% -$12.7K 0.47% 60
2013
Q2 		$1.25M Buy
+15,090
New +$1.3M 0.52% 57

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

J.W. Burns & Co's CLX Position: Q2 2026 in Review

J.W. Burns & Co reduced its Clorox (CLX) stake by 11% in Q2 2026, selling an estimated $92.2K and leaving 7,680 shares worth $733K. The position accounts for 0.08% of the portfolio, ranked #115.

J.W. Burns & Co first reported a position in CLX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.9M in Q2 2020. 148 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • J.W. Burns & Co held 7,680 shares of Clorox worth $733K as of Q2 2026.
  • J.W. Burns & Co sold 960 Clorox shares in Q2 2026, an estimated $92.2K.
  • Clorox made up 0.08% of J.W. Burns & Co's portfolio in Q2 2026, its #115 holding.
  • J.W. Burns & Co first reported a position in Clorox in Q2 2013 and has held it in 53 quarters since.
  • J.W. Burns & Co's Clorox position peaked at $2.9M in Q2 2020.
  • 148 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.