Kestra Advisory Services
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Kestra Advisory Services’s Clorox CLX Stock Holding History

Kestra Advisory Services’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 		$2.43M Buy
29,943
+3,047
+11% +$293K 0.01% 1307
2026
Q2 		$2.57M Sell
26,896
-4,924
-15% -$473K 0.01% 1197
2026
Q1 		$3.3M Buy
31,820
+4,252
+15% +$482K 0.01% 1013
2025
Q4 		$2.78M Buy
27,568
+1,695
+7% +$184K 0.01% 1033
2025
Q3 		$3.19M Buy
25,873
+3,216
+14% +$399K 0.01% 921
2025
Q2 		$2.72M Sell
22,657
-4,723
-17% -$630K 0.01% 926
2025
Q1 		$4.03M Buy
27,380
+1,225
+5% +$187K 0.02% 663
2024
Q4 		$4.25M Sell
26,155
-133
-0.5% -$21.8K 0.02% 642
2024
Q3 		$4.28M Sell
26,288
-967
-4% -$143K 0.02% 643
2024
Q2 		$3.72M Buy
27,255
+214
+0.8% +$29.7K 0.02% 695
2024
Q1 		$4.14M Buy
27,041
+714
+3% +$107K 0.03% 586
2023
Q4 		$3.75M Sell
26,327
-1,169
-4% -$156K 0.03% 550
2023
Q3 		$3.6M Buy
27,496
+5,362
+24% +$815K 0.04% 486
2023
Q2 		$3.52M Buy
22,134
+3,840
+21% +$619K 0.04% 486
2023
Q1 		$2.89M Sell
18,294
-4,988
-21% -$748K 0.03% 524
2022
Q4 		$3.27M Buy
23,282
+5,086
+28% +$722K 0.03% 564
2022
Q3 		$2.34M Sell
18,196
-1,755
-9% -$253K 0.03% 611
2022
Q2 		$2.81M Buy
19,951
+7,042
+55% +$1.01M 0.03% 546
2022
Q1 		$1.8M Buy
12,909
+516
+4% +$79.1K 0.02% 713
2021
Q4 		$2.16M Buy
12,393
+80
+0.6% +$13.3K 0.02% 647
2021
Q3 		$2.04M Sell
12,313
-241
-2% -$41.5K 0.02% 705
2021
Q2 		$2.26M Sell
12,554
-161
-1% -$29.4K 0.03% 601
2021
Q1 		$2.45M Sell
12,715
-8,295
-39% -$1.6M 0.03% 531
2020
Q4 		$4.22M Buy
21,010
+4,138
+25% +$856K 0.05% 378
2020
Q3 		$3.55M Buy
+16,872
New +$3.76M 0.07% 301

Other funds holding CLX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Kestra Advisory Services's CLX Position: Q3 2026 in Review

Kestra Advisory Services increased its Clorox (CLX) stake by 11% in Q3 2026, buying an estimated $293K and bringing the position to 29,943 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #1307.

Kestra Advisory Services first reported a position in CLX in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.28M in Q3 2024. 747 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Kestra Advisory Services held 29,943 shares of Clorox worth $2.43M as of Q3 2026.
  • Kestra Advisory Services bought 3,047 Clorox shares in Q3 2026, an estimated $293K.
  • Clorox made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1307 holding.
  • Kestra Advisory Services first reported a position in Clorox in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Clorox position peaked at $4.28M in Q3 2024.
  • 747 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.