Oakworth Capital’s Clorox CLX Stock Holding History

Oakworth Capital’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	$253K	Hold	2,645	–	–	0.01%	229
2026 Q1	$274K	Hold	2,645	–	–	0.01%	205
2025 Q4	$267K	Hold	2,645	–	–	0.01%	211
2025 Q3	$326K	Buy	2,645 +1,000	+61%	+$124K	0.02%	177
2025 Q2	$198K	Hold	1,645	–	–	0.01%	210
2025 Q1	$242K	Buy	1,645 +1,130	+219%	+$173K	0.02%	190
2024 Q4	$83.6K	Hold	515	–	–	0.01%	309
2024 Q3	$83.9K	Sell	515 -22	-4%	-$3.26K	0.01%	307
2024 Q2	$73.3K	Hold	537	–	–	0.01%	304
2024 Q1	$82.2K	Hold	537	–	–	0.01%	275
2023 Q4	$76.6K	Hold	537	–	–	0.01%	283
2023 Q3	$70.4K	Sell	537 -13	-2%	-$1.98K	0.01%	267
2023 Q2	$87.5K	Sell	550 -45	-8%	-$7.26K	0.01%	252
2023 Q1	$94.2K	Hold	595	–	–	0.01%	237
2022 Q4	$83.5K	Hold	595	–	–	0.01%	240
2022 Q3	$76K	Hold	595	–	–	0.01%	254
2022 Q2	$84K	Hold	595	–	–	0.01%	251
2022 Q1	$83K	Hold	595	–	–	0.01%	257
2021 Q4	$104K	Hold	595	–	–	0.01%	260
2021 Q3	$99K	Hold	595	–	–	0.01%	247
2021 Q2	$107K	Sell	595 -22	-4%	-$4.02K	0.01%	240
2021 Q1	$119K	Hold	617	–	–	0.01%	218
2020 Q4	$125K	Hold	617	–	–	0.02%	200
2020 Q3	$130K	Buy	617 +22	+4%	+$4.9K	0.02%	182
2020 Q2	$131K	Hold	595	–	–	0.02%	175
2020 Q1	$103K	Sell	595 -140	-19%	-$23.1K	0.02%	182
2019 Q4	$111K	Hold	735	–	–	0.02%	209
2019 Q3	$111K	Hold	735	–	–	0.02%	206
2019 Q2	$112K	Sell	735 -60	-8%	-$9.17K	0.02%	222
2019 Q1	$127K	Hold	795	–	–	0.03%	208
2018 Q4	$123K	Sell	795 -110	-12%	-$17.1K	0.03%	200
2018 Q3	$136K	Sell	905 -13	-1%	-$1.85K	0.03%	195
2018 Q2	$124K	Buy	918 +35	+4%	+$4.32K	0.03%	196
2018 Q1	$103K	Sell	883 -3	-0.3%	-$403	0.02%	207
2017 Q4	$123K	Hold	886	–	–	0.03%	193
2017 Q3	$123K	Hold	886	–	–	0.03%	199
2017 Q2	$118K	Hold	886	–	–	0.03%	203
2017 Q1	$119K	Sell	886 -84	-9%	-$10.9K	0.03%	201
2016 Q4	$112K	Buy	970 +625	+181%	+$73.7K	0.04%	201
2016 Q3	$43K	Hold	345	–	–	0.01%	272
2016 Q2	$44K	Buy	345 +285	+475%	+$37K	0.02%	266
2016 Q1	$8K	Hold	60	–	–	﹤0.01%	399
2015 Q4	$8K	Buy	+60	New	+$7.45K	﹤0.01%	375
2015 Q2	–	Sell	-3	Closed	–	–	496
2015 Q1	$0	Hold	3	–	–	﹤0.01%	498
2014 Q4	$0	Hold	3	–	–	﹤0.01%	491
2014 Q3	$0	Hold	3	–	–	﹤0.01%	468
2014 Q2	$0	Hold	3	–	–	﹤0.01%	469
2014 Q1	$0	Hold	3	–	–	﹤0.01%	469
2013 Q4	$0	Buy	+3	New	+$270	﹤0.01%	455

Other funds holding CLX

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 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) 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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Oakworth Capital's CLX Position: Q2 2026 in Review

Oakworth Capital held its Clorox (CLX) position steady in Q2 2026 at 2,645 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #229.

Oakworth Capital first reported a position in CLX in Q4 2013 and has held it in 49 quarters since. The position peaked at $326K in Q3 2025. 286 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

Oakworth Capital held 2,645 shares of Clorox worth $253K as of Q2 2026.
Oakworth Capital left its Clorox share count unchanged in Q2 2026.
Clorox made up 0.01% of Oakworth Capital's portfolio in Q2 2026, its #229 holding.
Oakworth Capital first reported a position in Clorox in Q4 2013 and has held it in 49 quarters since.
Oakworth Capital's Clorox position peaked at $326K in Q3 2025.
286 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.