Okabena Investment Services’s Clorox CLX Stock Holding History

Okabena Investment Services’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
2025 Q2	–	Sell	-4,474	Closed	-$659K	–	128
2025 Q1	$659K	Buy	4,474 +424	+10%	+$64.7K	0.17%	87
2024 Q4	$658K	Sell	4,050 -3,041	-43%	-$497K	0.18%	80
2024 Q3	$1.16M	Sell	7,091 -811	-10%	-$120K	0.33%	60
2024 Q2	$1.08M	Sell	7,902 -812	-9%	-$113K	0.34%	59
2024 Q1	$1.33M	Buy	+8,714	New	+$1.3M	0.44%	56
2023 Q4	–	Sell	-9,169	Closed	-$1.2M	–	108
2023 Q3	$1.2M	Buy	9,169 +461	+5%	+$70.1K	0.93%	30
2023 Q2	$1.38M	Buy	+8,708	New	+$1.4M	1.01%	29
2021 Q1	–	Sell	-4,350	Closed	-$878K	–	71
2020 Q4	$878K	Sell	4,350 -692	-14%	-$143K	0.51%	53
2020 Q3	$1.06M	Hold	5,042	–	–	0.81%	47
2020 Q2	$1.11M	Buy	5,042 +68	+1%	+$13.6K	0.97%	32
2020 Q1	$862K	Buy	+4,974	New	+$822K	0.98%	40

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Okabena Investment Services's CLX Position: Q2 2025 in Review

Okabena Investment Services sold out of Clorox (CLX) in Q2 2025, closing a stake of 4,474 shares — an estimated $659K sold.

Okabena Investment Services first reported a position in CLX in Q1 2020 and held it in 11 quarters. The position peaked at $1.38M in Q2 2023. 1,126 funds tracked by Wall St. Rank hold CLX as of Q2 2025.

Okabena Investment Services reported no remaining Clorox position as of Q2 2025 after selling out during the quarter.
Okabena Investment Services sold 4,474 Clorox shares in Q2 2025, an estimated $659K.
Okabena Investment Services first reported a position in Clorox in Q1 2020 and held it in 11 quarters.
Okabena Investment Services's Clorox position peaked at $1.38M in Q2 2023.
1,126 funds tracked by Wall St. Rank held Clorox as of Q2 2025.

Based on Okabena Investment Services's 13F filing for Q2 2025, filed 13 Aug 2025.