MYIA
CLX icon

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
Q2 		$336K Buy
3,518
+108
+3% +$10.4K 0.01% 935
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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mount Yale Investment Advisors's CLX Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Clorox (CLX) stake by 3.2% in Q2 2026, buying an estimated $10.4K and bringing the position to 3,518 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #935.

Mount Yale Investment Advisors first reported a position in CLX in Q1 2018 and has held it in 25 quarters since. The position peaked at $576K in Q3 2020. 1,055 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Mount Yale Investment Advisors held 3,518 shares of Clorox worth $336K as of Q2 2026.
  • Mount Yale Investment Advisors bought 108 Clorox shares in Q2 2026, an estimated $10.4K.
  • Clorox made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #935 holding.
  • Mount Yale Investment Advisors first reported a position in Clorox in Q1 2018 and has held it in 25 quarters since.
  • Mount Yale Investment Advisors's Clorox position peaked at $576K in Q3 2020.
  • 1,055 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.