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Olistico Wealth’s Clorox CLX Stock Holding History

Olistico Wealth’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
Q3 		$152K Buy
1,875
+900
+92% +$86.6K 0.06% 112
2026
Q2 		$93.1K Hold
975
– – 0.04% 129
2026
Q1 		$101K Buy
+975
New +$111K 0.05% 125

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Olistico Wealth's CLX Position: Q3 2026 in Review

Olistico Wealth increased its Clorox (CLX) stake by 92% in Q3 2026, buying an estimated $86.6K and bringing the position to 1,875 shares worth $152K. The position accounts for 0.06% of the portfolio, ranked #112.

Olistico Wealth first reported a position in CLX in Q1 2026 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Olistico Wealth held 1,875 shares of Clorox worth $152K as of Q3 2026.
  • Olistico Wealth bought 900 Clorox shares in Q3 2026, an estimated $86.6K.
  • Clorox made up 0.06% of Olistico Wealth's portfolio in Q3 2026, its #112 holding.
  • Olistico Wealth first reported a position in Clorox in Q1 2026 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.