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Vest Financial’s Clorox CLX Stock Holding History

Vest Financial’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 		$46.5M Buy
487,485
+19,018
+4% +$1.83M 0.49% 98
2026
Q1 		$48.5M Buy
468,467
+51,076
+12% +$5.79M 0.58% 80
2025
Q4 		$42.1M Buy
417,391
+162
+0% +$17.6K 0.53% 100
2025
Q3 		$51.4M Buy
417,229
+33,267
+9% +$4.13M 0.67% 70
2025
Q2 		$46.1M Buy
383,962
+45,773
+14% +$6.11M 0.65% 79
2025
Q1 		$49.8M Sell
338,189
-18,825
-5% -$2.87M 0.77% 58
2024
Q4 		$58M Sell
357,014
-5,033
-1% -$823K 1.03% 15
2024
Q3 		$59M Buy
362,047
+60,306
+20% +$8.94M 1.14% 10
2024
Q2 		$41.2M Buy
301,741
+31,691
+12% +$4.4M 0.99% 53
2024
Q1 		$41.3M Buy
270,050
+47,674
+21% +$7.12M 1.1% 28
2023
Q4 		$31.7M Buy
222,376
+73,778
+50% +$9.84M 1.18% 23
2023
Q3 		$19.5M Buy
148,598
+75,669
+104% +$11.5M 1.06% 56
2023
Q2 		$11.5M Buy
72,929
+1,103
+2% +$178K 1.07% 56
2023
Q1 		$11.4M Buy
71,826
+5,861
+9% +$879K 1.55% 5
2022
Q4 		$9.26M Buy
65,965
+4,553
+7% +$646K 1.44% 49
2022
Q3 		$7.88M Sell
61,412
-1,236
-2% -$178K 1.49% 45
2022
Q2 		$8.99M Buy
62,648
+15,626
+33% +$2.23M 1.64% 23
2022
Q1 		$6.54M Buy
47,022
+4,901
+12% +$751K 1.19% 64
2021
Q4 		$7.34M Buy
42,121
+13,733
+48% +$2.29M 1.6% 26
2021
Q3 		$4.7M Buy
28,388
+7,084
+33% +$1.22M 1.43% 54
2021
Q2 		$3.83M Buy
21,304
+8,922
+72% +$1.63M 1.45% 53
2021
Q1 		$2.39M Buy
12,382
+2,116
+21% +$407K 1.37% 59
2020
Q4 		$2.07M Buy
+10,266
New +$2.12M 1.39% 60

Other funds holding CLX

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Vest Financial's CLX Position: Q2 2026 in Review

Vest Financial increased its Clorox (CLX) stake by 4.1% in Q2 2026, buying an estimated $1.83M and bringing the position to 487,485 shares worth $46.5M. The position accounts for 0.49% of the portfolio, ranked #98.

Vest Financial first reported a position in CLX in Q4 2020 and has held it in 23 quarters since. The position peaked at $59M in Q3 2024. 434 funds tracked by Wall St. Rank hold CLX as of Q2 2026.

  • Vest Financial held 487,485 shares of Clorox worth $46.5M as of Q2 2026.
  • Vest Financial bought 19,018 Clorox shares in Q2 2026, an estimated $1.83M.
  • Clorox made up 0.49% of Vest Financial's portfolio in Q2 2026, its #98 holding.
  • Vest Financial first reported a position in Clorox in Q4 2020 and has held it in 23 quarters since.
  • Vest Financial's Clorox position peaked at $59M in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Clorox as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.