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Sound Income Strategies’s Clorox CLX Stock Holding History

Sound Income Strategies’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 		$8.32M Buy
99,740
+3,286
+3% +$316K 0.37% 85
2026
Q2 		$9.21M Buy
96,454
+96,418
+267,828% +$9.26M 0.41% 80
2026
Q1 		$3.79K Sell
36
-149
-81% -$16.9K ﹤0.01% 1940
2025
Q4 		$20.3K Buy
185
+26
+16% +$2.82K ﹤0.01% 1144
2025
Q3 		$19.1K Buy
159
+112
+238% +$13.9K ﹤0.01% 821
2025
Q2 		$5.59K Sell
47
-1,934
-98% -$258K ﹤0.01% 1062
2025
Q1 		$292K Buy
1,981
+1,235
+166% +$189K 0.02% 233
2024
Q4 		$121K Buy
746
+49
+7% +$8.02K 0.01% 325
2024
Q3 		$114K Sell
697
-77
-10% -$11.4K 0.01% 320
2024
Q2 		$106K Buy
774
+75
+11% +$10.4K 0.01% 320
2024
Q1 		$107K Buy
699
+28
+4% +$4.18K 0.01% 301
2023
Q4 		$95.7K Buy
671
+667
+16,675% +$88.9K 0.01% 289
2023
Q3 		$524 Sell
4
-17
-81% -$2.58K ﹤0.01% 1061
2023
Q2 		$3.34K Buy
21
+15
+250% +$2.42K ﹤0.01% 812
2023
Q1 		$949 Sell
6
-40
-87% -$6K ﹤0.01% 938
2022
Q4 		$6.46K Buy
46
+38
+475% +$5.39K ﹤0.01% 609
2022
Q3 		$1K Buy
+8
New +$1.15K ﹤0.01% 766
2021
Q4 		– Sell
-16
Closed -$3K – 848
2021
Q3 		$3K Sell
16
-1
-6% -$172 ﹤0.01% 632
2021
Q2 		$3K Buy
17
+1
+6% +$183 ﹤0.01% 663
2021
Q1 		$3.09K Hold
16
– – ﹤0.01% 701
2020
Q4 		$3K Hold
16
– – ﹤0.01% 658
2020
Q3 		$3K Hold
16
– – ﹤0.01% 608
2020
Q2 		$4K Hold
16
– – ﹤0.01% 526
2020
Q1 		$3K Hold
16
– – ﹤0.01% 518
2019
Q4 		$2K Hold
16
– – ﹤0.01% 561
2019
Q3 		$2K Hold
16
– – ﹤0.01% 528
2019
Q2 		$2K Hold
16
– – ﹤0.01% 544
2019
Q1 		$3K Hold
16
– – ﹤0.01% 490
2018
Q4 		$2K Sell
16
-144
-90% -$22.4K ﹤0.01% 522
2018
Q3 		$24K Sell
160
-2
-1% -$284 0.01% 213
2018
Q2 		$22K Buy
162
+2
+1% +$247 0.01% 204
2018
Q1 		$21K Hold
160
– – 0.01% 188
2017
Q4 		$21K Buy
+160
New +$21.8K 0.01% 134

Other funds holding CLX

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Venture Visionary Partners
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

Sound Income Strategies's CLX Position: Q3 2026 in Review

Sound Income Strategies increased its Clorox (CLX) stake by 3.4% in Q3 2026, buying an estimated $316K and bringing the position to 99,740 shares worth $8.32M. The position accounts for 0.37% of the portfolio, ranked #85.

Sound Income Strategies first reported a position in CLX in Q4 2017 and has held it in 33 quarters since. The position peaked at $9.21M in Q2 2026. 135 funds tracked by Wall St. Rank hold CLX as of Q3 2026.

  • Sound Income Strategies held 99,740 shares of Clorox worth $8.32M as of Q3 2026.
  • Sound Income Strategies bought 3,286 Clorox shares in Q3 2026, an estimated $316K.
  • Clorox made up 0.37% of Sound Income Strategies's portfolio in Q3 2026, its #85 holding.
  • Sound Income Strategies first reported a position in Clorox in Q4 2017 and has held it in 33 quarters since.
  • Sound Income Strategies's Clorox position peaked at $9.21M in Q2 2026.
  • 135 funds tracked by Wall St. Rank held Clorox as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.