KA
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Kozak & Associates’s Clorox CLX Stock Holding History

Kozak & Associates’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
Q1 		– Hold
0
– – – 447
2025
Q4 		– Sell
-6
Closed -$651 – 427
2025
Q3 		$613 Sell
6
-566
-99% -$70.3K ﹤0.01% 413
2025
Q2 		$72.1K Sell
572
-460
-45% -$61.4K 0.01% 126
2025
Q1 		$145K Buy
1,032
+8
+0.8% +$1.22K 0.04% 84
2024
Q4 		$167K Buy
1,024
+8
+0.8% +$1.31K 0.04% 86
2024
Q3 		$166K Sell
1,016
-218
-18% -$32.3K 0.04% 86
2024
Q2 		$163K Hold
1,234
– – 0.04% 81
2024
Q1 		$169K Buy
1,234
+20
+2% +$2.98K 0.05% 80
2023
Q4 		$174K Buy
1,214
+11
+0.9% +$1.47K 0.06% 79
2023
Q3 		$150K Buy
1,203
+9
+0.8% +$1.37K 0.06% 89
2023
Q2 		$191K Buy
1,194
+8
+0.7% +$1.29K 0.08% 83
2023
Q1 		$188K Sell
1,186
-26
-2% -$3.9K 0.08% 85
2022
Q4 		$170K Sell
1,212
-232
-16% -$32.9K 0.08% 85
2022
Q3 		$185K Sell
1,444
-271
-16% -$39.1K 0.12% 77
2022
Q2 		$242K Buy
1,715
+13
+0.8% +$1.86K 0.16% 65
2022
Q1 		$227K Hold
1,702
– – 0.15% 73
2021
Q4 		$227K Buy
1,702
+13
+0.8% +$2.17K 0.15% 73
2021
Q3 		$287K Buy
+1,689
New +$291K 0.17% 60
2020
Q4 		$315K Buy
+1,646
New +$341K 0.24% 52

Other funds holding CLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Kozak & Associates's CLX Position: Q1 2026 in Review

Kozak & Associates held its Clorox (CLX) position steady in Q1 2026 at 0 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Kozak & Associates first reported a position in CLX in Q4 2020 and has held it in 18 quarters since. The position peaked at $315K in Q4 2020. 1,086 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Kozak & Associates held 0 shares of Clorox worth $6 as of Q1 2026.
  • Kozak & Associates left its Clorox share count unchanged in Q1 2026.
  • Clorox made up ﹤0.01% of Kozak & Associates's portfolio in Q1 2026, its #447 holding.
  • Kozak & Associates first reported a position in Clorox in Q4 2020 and has held it in 18 quarters since.
  • Kozak & Associates's Clorox position peaked at $315K in Q4 2020.
  • 1,086 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Kozak & Associates's 13F filing for Q1 2026, filed 14 Apr 2026.