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Waverly Advisors’s Clorox CLX Stock Holding History

Waverly Advisors’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 		$2.64M Sell
25,442
-2,942
-10% -$334K 0.02% 589
2025
Q4 		$2.86M Sell
28,384
-1,267
-4% -$138K 0.02% 508
2025
Q3 		$3.66M Sell
29,651
-4,296
-13% -$533K 0.04% 383
2025
Q2 		$4.08M Sell
33,947
-385
-1% -$51.4K 0.04% 341
2025
Q1 		$5.06M Sell
34,332
-422
-1% -$64.4K 0.06% 296
2024
Q4 		$5.64M Buy
34,754
+778
+2% +$127K 0.09% 199
2024
Q3 		$5.54M Buy
33,976
+1,369
+4% +$203K 0.1% 184
2024
Q2 		$4.45M Buy
32,607
+30,674
+1,587% +$4.26M 0.09% 204
2024
Q1 		$296K Buy
+1,933
New +$289K 0.01% 576
2023
Q3 		– Sell
-1,274
Closed -$203K – 407
2023
Q2 		$203K Buy
+1,274
New +$205K 0.01% 342
2020
Q4 		– Sell
-1,073
Closed -$222K – 154
2020
Q3 		$222K Hold
1,073
– – 0.03% 127
2020
Q2 		$241K Buy
+1,073
New +$214K 0.03% 120
2018
Q4 		– Sell
-5,068
Closed -$762K – 134
2018
Q3 		$762K Sell
5,068
-10
-0.2% -$1.42K 0.11% 96
2018
Q2 		$687K Buy
5,078
+8
+0.2% +$988 0.11% 100
2018
Q1 		$675K Buy
5,070
+806
+19% +$108K 0.11% 103
2017
Q4 		$634K Buy
4,264
+157
+4% +$21.4K 0.09% 133
2017
Q3 		$542K Hold
4,107
– – 0.12% 129
2017
Q2 		$547K Buy
4,107
+37
+0.9% +$4.99K 0.14% 127
2017
Q1 		$549K Buy
+4,070
New +$527K 0.14% 124
2014
Q4 		– Sell
-44
Closed -$4K – 469
2014
Q3 		$4K Hold
44
– – ﹤0.01% 655
2014
Q2 		$4K Hold
44
– – ﹤0.01% 619
2014
Q1 		$4K Sell
44
-1,627
-97% -$143K ﹤0.01% 583
2013
Q4 		$155K Buy
1,671
+44
+3% +$3.96K 0.05% 170
2013
Q3 		$133K Buy
+1,627
New +$137K 0.07% 127

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

Waverly Advisors's CLX Position: Q1 2026 in Review

Waverly Advisors reduced its Clorox (CLX) stake by 10% in Q1 2026, selling an estimated $334K and leaving 25,442 shares worth $2.64M. The position accounts for 0.02% of the portfolio, ranked #589.

Waverly Advisors first reported a position in CLX in Q3 2013 and has held it in 24 quarters since. The position peaked at $5.64M in Q4 2024. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Waverly Advisors held 25,442 shares of Clorox worth $2.64M as of Q1 2026.
  • Waverly Advisors sold 2,942 Clorox shares in Q1 2026, an estimated $334K.
  • Clorox made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #589 holding.
  • Waverly Advisors first reported a position in Clorox in Q3 2013 and has held it in 24 quarters since.
  • Waverly Advisors's Clorox position peaked at $5.64M in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.