Montag & Associates’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $84.5K | Sell |
885
-883
| -50% | -$84.8K | ﹤0.01% | 525 |
|
|
2026
Q1 | $183K | Hold |
1,768
| – | – | 0.01% | 435 |
|
|
2025
Q4 | $178K | Hold |
1,768
| – | – | 0.01% | 426 |
|
|
2025
Q3 | $218K | Sell |
1,768
-100
| -5% | -$12.4K | 0.01% | 388 |
|
|
2025
Q2 | $224K | Sell |
1,868
-133
| -7% | -$17.7K | 0.01% | 385 |
|
|
2025
Q1 | $295K | Hold |
2,001
| – | – | 0.01% | 366 |
|
|
2024
Q4 | $325K | Hold |
2,001
| – | – | 0.02% | 365 |
|
|
2024
Q3 | $326K | Hold |
2,001
| – | – | 0.02% | 370 |
|
|
2024
Q2 | $273K | Sell |
2,001
-375
| -16% | -$52.1K | 0.01% | 372 |
|
|
2024
Q1 | $364K | Hold |
2,376
| – | – | 0.02% | 354 |
|
|
2023
Q4 | $339K | Buy |
2,376
+883
| +59% | +$118K | 0.02% | 340 |
|
|
2023
Q3 | $196K | Hold |
1,493
| – | – | 0.01% | 381 |
|
|
2023
Q2 | $237K | Hold |
1,493
| – | – | 0.01% | 376 |
|
|
2023
Q1 | $236K | Hold |
1,493
| – | – | 0.02% | 361 |
|
|
2022
Q4 | $210K | Hold |
1,493
| – | – | 0.01% | 359 |
|
|
2022
Q3 | $192K | Hold |
1,493
| – | – | 0.01% | 358 |
|
|
2022
Q2 | $210K | Sell |
1,493
-1
| -0.1% | -$143 | 0.01% | 358 |
|
|
2022
Q1 | $208K | Sell |
1,494
-100
| -6% | -$15.3K | 0.01% | 385 |
|
|
2021
Q4 | $278K | Buy |
1,594
+375
| +31% | +$62.5K | 0.01% | 356 |
|
|
2021
Q3 | $202K | Hold |
1,219
| – | – | 0.01% | 380 |
|
|
2021
Q2 | $219K | Hold |
1,219
| – | – | 0.01% | 375 |
|
|
2021
Q1 | $235K | Hold |
1,219
| – | – | 0.01% | 362 |
|
|
2020
Q4 | $246K | Buy |
+1,219
| New | +$252K | 0.02% | 335 |
|
|
2016
Q1 | – | Sell |
-2,686
| Closed | -$341K | – | 235 |
|
|
2015
Q4 | $341K | Hold |
2,686
| – | – | 0.05% | 184 |
|
|
2015
Q3 | $310K | Hold |
2,686
| – | – | 0.05% | 195 |
|
|
2015
Q2 | $279K | Hold |
2,686
| – | – | 0.04% | 216 |
|
|
2015
Q1 | $297K | Hold |
2,686
| – | – | 0.04% | 221 |
|
|
2014
Q4 | $280K | Buy |
2,686
+186
| +7% | +$18.6K | 0.04% | 214 |
|
|
2014
Q3 | $240K | Sell |
2,500
-186
| -7% | -$16.8K | 0.04% | 218 |
|
|
2014
Q2 | $246K | Hold |
2,686
| – | – | 0.04% | 223 |
|
|
2014
Q1 | $236K | Hold |
2,686
| – | – | 0.04% | 215 |
|
|
2013
Q4 | $249K | Hold |
2,686
| – | – | 0.04% | 204 |
|
|
2013
Q3 | $219K | Buy |
+2,686
| New | +$227K | 0.04% | 208 |
|
Other funds holding CLX
Montag & Associates's CLX Position: Q2 2026 in Review
Montag & Associates reduced its Clorox (CLX) stake by 50% in Q2 2026, selling an estimated $84.8K and leaving 885 shares worth $84.5K. The position accounts for ﹤0.01% of the portfolio, ranked #525.
Montag & Associates first reported a position in CLX in Q3 2013 and has held it in 33 quarters since. The position peaked at $364K in Q1 2024. 1,055 funds tracked by Wall St. Rank hold CLX as of Q2 2026.
- Montag & Associates held 885 shares of Clorox worth $84.5K as of Q2 2026.
- Montag & Associates sold 883 Clorox shares in Q2 2026, an estimated $84.8K.
- Clorox made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #525 holding.
- Montag & Associates first reported a position in Clorox in Q3 2013 and has held it in 33 quarters since.
- Montag & Associates's Clorox position peaked at $364K in Q1 2024.
- 1,055 funds tracked by Wall St. Rank held Clorox as of Q2 2026.
Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.