LVM Capital Management’s Clorox CLX Stock Holding History

LVM Capital 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 Q2	$917K	Buy	9,606 +6,505	+210%	+$624K	0.08%	81
2026 Q1	$321K	Buy	3,101 +17	+0.6%	+$1.93K	0.03%	129
2025 Q4	$311K	Sell	3,084 -87	-3%	-$9.45K	0.03%	133
2025 Q3	$391K	Hold	3,171	–	–	0.04%	126
2025 Q2	$381K	Sell	3,171 -95	-3%	-$12.7K	0.04%	122
2025 Q1	$481K	Hold	3,266	–	–	0.05%	110
2024 Q4	$530K	Sell	3,266 -180	-5%	-$29.4K	0.06%	109
2024 Q3	$470K	Hold	3,446	–	–	0.05%	113
2024 Q2	$470K	Buy	3,446 +100	+3%	+$13.9K	0.05%	113
2024 Q1	$512K	Sell	3,346 -38	-1%	-$5.67K	0.06%	103
2023 Q4	$483K	Hold	3,384	–	–	0.06%	108
2023 Q3	$444K	Hold	3,384	–	–	0.06%	103
2023 Q2	$538K	Hold	3,384	–	–	0.07%	94
2023 Q1	$535K	Hold	3,384	–	–	0.07%	92
2022 Q4	$475K	Hold	3,384	–	–	0.07%	93
2022 Q3	$434K	Hold	3,384	–	–	0.07%	92
2022 Q2	$477K	Hold	3,384	–	–	0.07%	93
2022 Q1	$470K	Buy	3,384 +300	+10%	+$46K	0.06%	98
2021 Q4	$538K	Sell	3,084 -436	-12%	-$72.7K	0.07%	83
2021 Q3	$583K	Buy	3,520 +436	+14%	+$75.1K	0.09%	81
2021 Q2	$555K	Sell	3,084 -33	-1%	-$6.02K	0.08%	80
2021 Q1	$601K	Hold	3,117	–	–	0.1%	76
2020 Q4	$629K	Sell	3,117 -200	-6%	-$41.4K	0.11%	74
2020 Q3	$697K	Hold	3,317	–	–	0.14%	61
2020 Q2	$728K	Hold	3,317	–	–	0.15%	56
2020 Q1	$575K	Hold	3,317	–	–	0.14%	57
2019 Q4	$509K	Hold	3,317	–	–	0.1%	72
2019 Q3	$504K	Buy	3,317 +200	+6%	+$31.6K	0.11%	72
2019 Q2	$477K	Hold	3,117	–	–	0.11%	67
2019 Q1	$500K	Hold	3,117	–	–	0.11%	67
2018 Q4	$480K	Hold	3,117	–	–	0.13%	64
2018 Q3	$469K	Hold	3,117	–	–	0.11%	71
2018 Q2	$422K	Hold	3,117	–	–	0.1%	74
2018 Q1	$415K	Hold	3,117	–	–	0.1%	72
2017 Q4	$464K	Hold	3,117	–	–	0.11%	71
2017 Q3	$411K	Hold	3,117	–	–	0.1%	76
2017 Q2	$415K	Hold	3,117	–	–	0.11%	75
2017 Q1	$420K	Hold	3,117	–	–	0.11%	73
2016 Q4	$374K	Buy	+3,117	New	+$368K	0.1%	76
2016 Q3	–	Sell	-3,117	Closed	-$431K	–	115
2016 Q2	$431K	Hold	3,117	–	–	0.12%	68
2016 Q1	$393K	Buy	3,117 +1,000	+47%	+$127K	0.12%	69
2015 Q4	$268K	Hold	2,117	–	–	0.09%	89
2015 Q3	$245K	Hold	2,117	–	–	0.09%	91
2015 Q2	$220K	Hold	2,117	–	–	0.07%	103
2015 Q1	$234K	Hold	2,117	–	–	0.08%	97
2014 Q4	$221K	Hold	2,117	–	–	0.07%	104
2014 Q3	$203K	Buy	+2,117	New	+$191K	0.07%	110

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

LVM Capital Management's CLX Position: Q2 2026 in Review

LVM Capital Management increased its Clorox (CLX) stake by 210% in Q2 2026, buying an estimated $624K and bringing the position to 9,606 shares worth $917K. The position accounts for 0.08% of the portfolio, ranked #81.

LVM Capital Management first reported a position in CLX in Q3 2014 and has held it in 47 quarters since. 434 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

LVM Capital Management held 9,606 shares of Clorox worth $917K as of Q2 2026.
LVM Capital Management bought 6,505 Clorox shares in Q2 2026, an estimated $624K.
Clorox made up 0.08% of LVM Capital Management's portfolio in Q2 2026, its #81 holding.
LVM Capital Management first reported a position in Clorox in Q3 2014 and has held it in 47 quarters since.
434 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.