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J.W. Cole Advisors’s Clorox CLX Stock Holding History

J.W. Cole Advisors’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 		$285K Buy
+2,985
New +$287K ﹤0.01% 1309
2026
Q1 		– Sell
-2,994
Closed -$293K – 882
2025
Q4 		$293K Sell
2,994
-1,358
-31% -$147K 0.01% 1111
2025
Q3 		$537K Sell
4,352
-4,976
-53% -$618K 0.01% 964
2025
Q2 		$1.12M Buy
9,328
+1,911
+26% +$255K 0.02% 626
2025
Q1 		$1.09M Buy
7,417
+5,455
+278% +$833K 0.03% 512
2024
Q4 		$319K Sell
1,962
-172
-8% -$28.1K 0.01% 762
2024
Q3 		$348K Sell
2,134
-108
-5% -$16K 0.01% 722
2024
Q2 		$306K Buy
2,242
+200
+10% +$27.8K 0.01% 696
2024
Q1 		$312K Sell
2,042
-603
-23% -$90K 0.02% 675
2023
Q4 		$377K Buy
2,645
+952
+56% +$127K 0.02% 566
2023
Q3 		$222K Buy
1,693
+21
+1% +$3.19K 0.02% 650
2023
Q2 		$266K Sell
1,672
-319
-16% -$51.5K 0.02% 613
2023
Q1 		$315K Sell
1,991
-43
-2% -$6.45K 0.02% 582
2022
Q4 		$285K Buy
2,034
+37
+2% +$5.25K 0.02% 576
2022
Q3 		$256K Buy
1,997
+390
+24% +$56.3K 0.02% 588
2022
Q2 		$226K Buy
1,607
+122
+8% +$17.4K 0.02% 631
2022
Q1 		$206K Buy
1,485
+29
+2% +$4.44K 0.01% 743
2021
Q4 		$254K Sell
1,456
-75
-5% -$12.5K 0.02% 707
2021
Q3 		$254K Sell
1,531
-168
-10% -$28.9K 0.02% 395
2021
Q2 		$306K Sell
1,699
-418
-20% -$76.3K 0.02% 576
2021
Q1 		$408K Sell
2,117
-190
-8% -$36.6K 0.04% 432
2020
Q4 		$466K Sell
2,307
-3,785
-62% -$783K 0.05% 360
2020
Q3 		$1.28M Buy
+6,092
New +$1.36M 0.1% 214
2020
Q1 		– Sell
-2,038
Closed -$313K – 166
2019
Q4 		$313K Buy
+2,038
New +$305K 0.04% 404

Other funds holding CLX

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

J.W. Cole Advisors's CLX Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Clorox (CLX) in Q2 2026: 2,985 shares worth $285K. The stake represents ﹤0.01% of the portfolio and ranks #1309 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in CLX as recently as Q4 2025.

J.W. Cole Advisors first reported a position in CLX in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.28M in Q3 2020. 286 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • J.W. Cole Advisors held 2,985 shares of Clorox worth $285K as of Q2 2026.
  • Clorox was a new J.W. Cole Advisors position in Q2 2026.
  • Clorox made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1309 holding.
  • J.W. Cole Advisors first reported a position in Clorox in Q4 2019 and has held it in 24 quarters since.
  • J.W. Cole Advisors's Clorox position peaked at $1.28M in Q3 2020.
  • 286 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.