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Morningstar Investment Management’s Clorox CLX Stock Holding History

Morningstar Investment 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 		$3.58M Hold
34,539
– – 0.22% 111
2026
Q1 		$3.58M Sell
34,539
-27,915
-45% -$3.16M 0.22% 111
2025
Q4 		$6.3M Buy
62,454
+35,506
+132% +$3.85M 0.37% 57
2025
Q3 		$3.32M Buy
+26,948
New +$3.34M 0.12% 186

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Morningstar Investment Management's CLX Position: Q2 2026 in Review

Morningstar Investment Management held its Clorox (CLX) position steady in Q2 2026 at 34,539 shares worth $3.58M. The position accounts for 0.22% of the portfolio, ranked #111.

Morningstar Investment Management first reported a position in CLX in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.3M in Q4 2025. 384 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Morningstar Investment Management held 34,539 shares of Clorox worth $3.58M as of Q2 2026.
  • Morningstar Investment Management left its Clorox share count unchanged in Q2 2026.
  • Clorox made up 0.22% of Morningstar Investment Management's portfolio in Q2 2026, its #111 holding.
  • Morningstar Investment Management first reported a position in Clorox in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's Clorox position peaked at $6.3M in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.