Jeppson Wealth Management
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Jeppson Wealth Management’s Clorox CLX Stock Holding History

Jeppson Wealth 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 		$573K Buy
7,070
+930
+15% +$89.4K 0.16% 124
2026
Q2 		$586K Buy
6,140
+3,371
+122% +$324K 0.17% 120
2026
Q1 		$287K Sell
2,769
-26
-0.9% -$2.95K 0.09% 179
2025
Q4 		$282K Buy
2,795
+222
+9% +$24.1K 0.09% 175
2025
Q3 		$317K Sell
2,573
-116
-4% -$14.4K 0.1% 167
2025
Q2 		$323K Sell
2,689
-274
-9% -$36.6K 0.11% 162
2025
Q1 		$436K Sell
2,963
-120
-4% -$18.3K 0.16% 127
2024
Q4 		$501K Sell
3,083
-200
-6% -$32.7K 0.18% 120
2024
Q3 		$535K Sell
3,283
-61
-2% -$9.04K 0.19% 115
2024
Q2 		$456K Sell
3,344
-51
-2% -$7.08K 0.17% 120
2024
Q1 		$520K Sell
3,395
-55
-2% -$8.21K 0.2% 110
2023
Q4 		$492K Sell
3,450
-596
-15% -$79.5K 0.2% 110
2023
Q3 		$530K Sell
4,046
-108
-3% -$16.4K 0.24% 103
2023
Q2 		$661K Sell
4,154
-360
-8% -$58.1K 0.29% 87
2023
Q1 		$714K Sell
4,514
-240
-5% -$36K 0.31% 80
2022
Q4 		$667K Sell
4,754
-271
-5% -$38.5K 0.28% 82
2022
Q3 		$645K Sell
5,025
-182
-3% -$26.3K 0.29% 80
2022
Q2 		$734K Buy
5,207
+2,990
+135% +$427K 0.32% 73
2022
Q1 		$308K Sell
2,217
-717
-24% -$110K 0.14% 127
2021
Q4 		$512K Sell
2,934
-1,576
-35% -$263K 0.25% 88
2021
Q3 		$746K Buy
4,510
+345
+8% +$59.4K 0.39% 64
2021
Q2 		$749K Buy
+4,165
New +$760K 0.41% 62
2020
Q4 		– Sell
-25
Closed -$5K – 189
2020
Q3 		$5K Buy
+25
New +$5.57K ﹤0.01% 443

Other funds holding CLX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $12.7B AUM 12.76% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Nuance Investments
Nuance Investments Kansas City, Missouri $544M AUM 7.57% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Jeppson Wealth Management's CLX Position: Q3 2026 in Review

Jeppson Wealth Management increased its Clorox (CLX) stake by 15% in Q3 2026, buying an estimated $89.4K and bringing the position to 7,070 shares worth $573K. The position accounts for 0.16% of the portfolio, ranked #124.

Jeppson Wealth Management first reported a position in CLX in Q3 2020 and has held it in 23 quarters since. The position peaked at $749K in Q2 2021. 533 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Jeppson Wealth Management held 7,070 shares of Clorox worth $573K as of Q3 2026.
  • Jeppson Wealth Management bought 930 Clorox shares in Q3 2026, an estimated $89.4K.
  • Clorox made up 0.16% of Jeppson Wealth Management's portfolio in Q3 2026, its #124 holding.
  • Jeppson Wealth Management first reported a position in Clorox in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Clorox position peaked at $749K in Q2 2021.
  • 533 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.