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Mount Yale Investment Advisors’s Clorox CLX Stock Holding History

Mount Yale Investment Advisors’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 		$353K Buy
+3,410
New +$387K 0.01% 826
2025
Q4 		– Sell
-2,998
Closed -$370K – 730
2025
Q3 		$370K Buy
2,998
+826
+38% +$103K 0.03% 472
2025
Q2 		$261K Buy
2,172
+113
+5% +$15.1K 0.02% 495
2025
Q1 		$303K Hold
2,059
– – 0.03% 434
2024
Q4 		$334K Hold
2,059
– – 0.03% 416
2024
Q3 		$335K Hold
2,059
– – 0.03% 407
2024
Q2 		$281K Sell
2,059
-70
-3% -$9.72K 0.02% 448
2024
Q1 		$326K Hold
2,129
– – 0.03% 428
2023
Q4 		$304K Sell
2,129
-279
-12% -$37.2K 0.03% 409
2023
Q3 		$316K Hold
2,408
– – 0.03% 382
2023
Q2 		$383K Hold
2,408
– – 0.04% 347
2023
Q1 		$381K Sell
2,408
-109
-4% -$16.3K 0.04% 338
2022
Q4 		$353K Sell
2,517
-30
-1% -$4.26K 0.04% 328
2022
Q3 		$327K Sell
2,547
-26
-1% -$3.75K 0.04% 326
2022
Q2 		$363K Sell
2,573
-1
-0% -$143 0.05% 322
2022
Q1 		$358K Buy
2,574
+124
+5% +$19K 0.04% 336
2021
Q4 		$427K Buy
2,450
+48
+2% +$8K 0.04% 315
2021
Q3 		$398K Buy
+2,402
New +$414K 0.05% 317
2021
Q1 		– Sell
-2,791
Closed -$564K – 416
2020
Q4 		$564K Buy
2,791
+51
+2% +$10.6K 0.08% 238
2020
Q3 		$576K Buy
2,740
+206
+8% +$45.9K 0.08% 229
2020
Q2 		$556K Buy
+2,534
New +$506K 0.1% 213
2018
Q4 		– Sell
-255
Closed -$40K – 403
2018
Q3 		$40K Sell
255
-2,014
-89% -$286K 0.01% 647
2018
Q2 		$307K Buy
2,269
+163
+8% +$20.1K 0.06% 245
2018
Q1 		$280K Buy
+2,106
New +$283K 0.06% 250

Other funds holding CLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Mount Yale Investment Advisors's CLX Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Clorox (CLX) in Q1 2026: 3,410 shares worth $353K. The stake represents 0.01% of the portfolio and ranks #826 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in CLX as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in CLX in Q1 2018 and has held it in 24 quarters since. The position peaked at $576K in Q3 2020. 1,084 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Mount Yale Investment Advisors held 3,410 shares of Clorox worth $353K as of Q1 2026.
  • Clorox was a new Mount Yale Investment Advisors position in Q1 2026.
  • Clorox made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #826 holding.
  • Mount Yale Investment Advisors first reported a position in Clorox in Q1 2018 and has held it in 24 quarters since.
  • Mount Yale Investment Advisors's Clorox position peaked at $576K in Q3 2020.
  • 1,084 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.