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Pinnacle Wealth Planning Services’s Clorox CLX Stock Holding History

Pinnacle Wealth Planning 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
2026
Q1 		$27.6K Buy
266
+191
+255% +$21.7K ﹤0.01% 1527
2025
Q4 		$7.56K Buy
+75
New +$8.14K ﹤0.01% 2126
2021
Q1 		– Sell
-973
Closed -$196K – 662
2020
Q4 		$196K Buy
+973
New +$201K 0.05% 284

Other funds holding CLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $137B AUM 18.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Pinnacle Wealth Planning Services's CLX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Clorox (CLX) stake by 255% in Q1 2026, buying an estimated $21.7K and bringing the position to 266 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Pinnacle Wealth Planning Services first reported a position in CLX in Q4 2020 and has held it in 3 quarters since. The position peaked at $196K in Q4 2020. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 266 shares of Clorox worth $27.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 191 Clorox shares in Q1 2026, an estimated $21.7K.
  • Clorox made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1527 holding.
  • Pinnacle Wealth Planning Services first reported a position in Clorox in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Clorox position peaked at $196K in Q4 2020.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.