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TFC Financial Management’s Clorox CLX Stock Holding History

TFC Financial Management’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 		$87.2K Sell
914
-150
-14% -$14.4K 0.01% 233
2026
Q1 		$110K Hold
1,064
– – 0.01% 192
2025
Q4 		$107K Hold
1,064
– – 0.01% 199
2025
Q3 		$131K Buy
1,064
+4
+0.4% +$496 0.02% 161
2025
Q2 		$127K Sell
1,060
-8
-0.7% -$1.07K 0.02% 169
2025
Q1 		$157K Hold
1,068
– – 0.02% 141
2024
Q4 		$173K Hold
1,068
– – 0.03% 138
2024
Q3 		$174K Hold
1,068
– – 0.03% 138
2024
Q2 		$146K Sell
1,068
-1
-0.1% -$139 0.03% 145
2024
Q1 		$164K Buy
1,069
+1
+0.1% +$149 0.03% 138
2023
Q4 		$152K Sell
1,068
-252
-19% -$33.6K 0.03% 138
2023
Q3 		$173K Hold
1,320
– – 0.04% 121
2023
Q2 		$210K Hold
1,320
– – 0.05% 103
2023
Q1 		$209K Hold
1,320
– – 0.05% 104
2022
Q4 		$185K Buy
1,320
+11
+0.8% +$1.56K 0.05% 99
2022
Q3 		$168K Hold
1,309
– – 0.05% 99
2022
Q2 		$185K Hold
1,309
– – 0.06% 97
2022
Q1 		$182K Hold
1,309
– – 0.05% 108
2021
Q4 		$228K Hold
1,309
– – 0.07% 95
2021
Q3 		$217K Hold
1,309
– – 0.07% 90
2021
Q2 		$236K Hold
1,309
– – 0.08% 83
2021
Q1 		$252K Sell
1,309
-40
-3% -$7.7K 0.1% 78
2020
Q4 		$272K Hold
1,349
– – 0.11% 73
2020
Q3 		$284K Buy
+1,349
New +$300K 0.14% 64

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WIC
Willis Investment Counsel Gainesville, Georgia $2.1B AUM 24.61% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

TFC Financial Management's CLX Position: Q2 2026 in Review

TFC Financial Management reduced its Clorox (CLX) stake by 14% in Q2 2026, selling an estimated $14.4K and leaving 914 shares worth $87.2K. The position accounts for 0.01% of the portfolio, ranked #233.

TFC Financial Management first reported a position in CLX in Q3 2020 and has held it in 24 quarters since. The position peaked at $284K in Q3 2020. 488 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • TFC Financial Management held 914 shares of Clorox worth $87.2K as of Q2 2026.
  • TFC Financial Management sold 150 Clorox shares in Q2 2026, an estimated $14.4K.
  • Clorox made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #233 holding.
  • TFC Financial Management first reported a position in Clorox in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Clorox position peaked at $284K in Q3 2020.
  • 488 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.