LRI Investments’s Clorox CLX Stock Holding History

LRI Investments’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	$139K	Buy	1,457 +506	+53%	+$48.6K	0.01%	402
2026 Q1	$98.6K	Hold	951	–	–	0.01%	408
2025 Q4	$95.9K	Hold	951	–	–	0.01%	424
2025 Q3	$117K	Hold	951	–	–	0.01%	389
2025 Q2	$114K	Hold	951	–	–	0.01%	409
2025 Q1	$140K	Sell	951 -800	-46%	-$122K	0.01%	334
2024 Q4	$284K	Hold	1,751	–	–	0.03%	207
2024 Q3	$290K	Hold	1,751	–	–	0.03%	217
2024 Q2	$239K	Hold	1,751	–	–	0.03%	216
2024 Q1	$268K	Buy	+1,751	New	+$261K	0.07%	118

Other funds holding CLX

CIM

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LRI Investments's CLX Position: Q2 2026 in Review

LRI Investments increased its Clorox (CLX) stake by 53% in Q2 2026, buying an estimated $48.6K and bringing the position to 1,457 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #402.

LRI Investments first reported a position in CLX in Q1 2024 and has held it in 10 quarters since. The position peaked at $290K in Q3 2024. 434 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

LRI Investments held 1,457 shares of Clorox worth $139K as of Q2 2026.
LRI Investments bought 506 Clorox shares in Q2 2026, an estimated $48.6K.
Clorox made up 0.01% of LRI Investments's portfolio in Q2 2026, its #402 holding.
LRI Investments first reported a position in Clorox in Q1 2024 and has held it in 10 quarters since.
LRI Investments's Clorox position peaked at $290K in Q3 2024.
434 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.