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MBM Wealth Consultants’s Clorox CLX Stock Holding History

MBM Wealth Consultants’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 		$518K Buy
5,431
+1,442
+36% +$138K 0.1% 92
2026
Q1 		$413K Buy
3,989
+309
+8% +$35K 0.09% 94
2025
Q4 		$371K Buy
3,680
+386
+12% +$41.9K 0.09% 95
2025
Q3 		$406K Buy
+3,294
New +$409K 0.1% 85

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WIC
Willis Investment Counsel Gainesville, Georgia $2.1B AUM 24.61% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

MBM Wealth Consultants's CLX Position: Q2 2026 in Review

MBM Wealth Consultants increased its Clorox (CLX) stake by 36% in Q2 2026, buying an estimated $138K and bringing the position to 5,431 shares worth $518K. The position accounts for 0.1% of the portfolio, ranked #92.

MBM Wealth Consultants first reported a position in CLX in Q3 2025 and has held it in 4 quarters since. 488 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • MBM Wealth Consultants held 5,431 shares of Clorox worth $518K as of Q2 2026.
  • MBM Wealth Consultants bought 1,442 Clorox shares in Q2 2026, an estimated $138K.
  • Clorox made up 0.1% of MBM Wealth Consultants's portfolio in Q2 2026, its #92 holding.
  • MBM Wealth Consultants first reported a position in Clorox in Q3 2025 and has held it in 4 quarters since.
  • 488 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.