Mark Sheptoff Financial Planning’s Clorox CLX Stock Holding History

Mark Sheptoff Financial Planning’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	$121K	Sell	1,400 -200	-13%	-$22.7K	0.06%	126
2025 Q4	$161K	Sell	1,600 -2,500	-61%	-$271K	0.08%	111
2025 Q3	$506K	Hold	4,100	–	–	0.24%	56
2025 Q2	$492K	Sell	4,100 -200	-5%	-$26.7K	0.26%	57
2025 Q1	$633K	Sell	4,300 -600	-12%	-$91.6K	0.35%	50
2024 Q4	$796K	Sell	4,900 -200	-4%	-$32.7K	0.43%	44
2024 Q3	$831K	Hold	5,100	–	–	0.44%	45
2024 Q2	$696K	Hold	5,100	–	–	0.39%	48
2024 Q1	$781K	Hold	5,100	–	–	0.43%	43
2023 Q4	$727K	Sell	5,100 -200	-4%	-$26.7K	0.44%	38
2023 Q3	$695K	Hold	5,300	–	–	0.45%	37
2023 Q2	$843K	Buy	5,300 +200	+4%	+$32.3K	0.48%	38
2023 Q1	$807K	Hold	5,100	–	–	0.47%	42
2022 Q4	$716K	Hold	5,100	–	–	0.42%	43
2022 Q3	$655K	Hold	5,100	–	–	0.4%	45
2022 Q2	$719K	Hold	5,100	–	–	0.41%	46
2022 Q1	$709K	Hold	5,100	–	–	0.36%	50
2021 Q4	$889K	Hold	5,100	–	–	0.42%	45
2021 Q3	$845K	Hold	5,100	–	–	0.47%	42
2021 Q2	$918K	Hold	5,100	–	–	0.49%	41
2021 Q1	$984K	Hold	5,100	–	–	0.56%	34
2020 Q4	$1.03M	Sell	5,100 -600	-11%	-$124K	0.59%	35
2020 Q3	$1.2M	Hold	5,700	–	–	0.74%	32
2020 Q2	$1.25M	Hold	5,700	–	–	0.81%	31
2020 Q1	$988K	Sell	5,700 -200	-3%	-$33K	0.75%	32
2019 Q4	$906K	Hold	5,900	–	–	0.57%	39
2019 Q3	$896K	Sell	5,900 -2,800	-32%	-$443K	0.6%	36
2019 Q2	$1.33M	Hold	8,700	–	–	0.91%	28
2019 Q1	$1.4M	Hold	8,700	–	–	1.01%	26
2018 Q4	$1.34M	Hold	8,700	–	–	1.11%	22
2018 Q3	$1.31M	Sell	8,700 -310	-3%	-$44K	0.9%	30
2018 Q2	$1.22M	Sell	9,010 -300	-3%	-$37K	0.9%	30
2018 Q1	$1.24M	Hold	9,310	–	–	0.86%	32
2017 Q4	$1.39M	Sell	9,310 -50	-0.5%	-$6.8K	0.9%	30
2017 Q3	$1.24M	Sell	9,360 -100	-1%	-$13.4K	0.83%	35
2017 Q2	$1.26M	Sell	9,460 -1	-0%	-$135	0.87%	31
2017 Q1	$1.27M	Buy	9,461 +126	+1%	+$16.3K	0.91%	32
2016 Q4	$1.12M	Buy	9,335 +510	+6%	+$60.1K	0.83%	35
2016 Q3	$1.1M	Buy	8,825 +100	+1%	+$13.1K	0.82%	35
2016 Q2	$1.21M	Buy	8,725 +500	+6%	+$64.8K	0.9%	35
2016 Q1	$1.04M	Buy	8,225 +875	+12%	+$111K	0.84%	31
2015 Q4	$932K	Buy	7,350 +1,100	+18%	+$137K	0.76%	33
2015 Q3	$722K	Hold	6,250	–	–	0.63%	41
2015 Q2	$650K	Hold	6,250	–	–	0.53%	53
2015 Q1	$690K	Sell	6,250 -100	-2%	-$10.9K	0.58%	48
2014 Q4	$662K	Buy	6,350 +500	+9%	+$50K	0.59%	51
2014 Q3	$562K	Hold	5,850	–	–	0.5%	58
2014 Q2	$535K	Hold	5,850	–	–	0.46%	59
2014 Q1	$515K	Buy	+5,850	New	+$514K	0.46%	59

Other funds holding CLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Mark Sheptoff Financial Planning's CLX Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Clorox (CLX) stake by 13% in Q1 2026, selling an estimated $22.7K and leaving 1,400 shares worth $121K. The position accounts for 0.06% of the portfolio, ranked #126.

Mark Sheptoff Financial Planning first reported a position in CLX in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.4M in Q1 2019. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

Mark Sheptoff Financial Planning held 1,400 shares of Clorox worth $121K as of Q1 2026.
Mark Sheptoff Financial Planning sold 200 Clorox shares in Q1 2026, an estimated $22.7K.
Clorox made up 0.06% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #126 holding.
Mark Sheptoff Financial Planning first reported a position in Clorox in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Clorox position peaked at $1.4M in Q1 2019.
1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.