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West Coast Financial’s Clorox CLX Stock Holding History

West Coast 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
2025
Q2 		– Sell
-9,507
Closed -$1.4M – 24
2025
Q1 		$1.4M Sell
9,507
-148
-2% -$22.6K 0.16% 68
2024
Q4 		$1.57M Sell
9,655
-247
-2% -$40.4K 0.17% 68
2024
Q3 		$1.61M Sell
9,902
-33
-0.3% -$4.89K 0.18% 71
2024
Q2 		$1.36M Sell
9,935
-75
-0.7% -$10.4K 0.16% 71
2024
Q1 		$1.53M Sell
10,010
-393
-4% -$58.7K 0.19% 68
2023
Q4 		$1.48M Sell
10,403
-57,441
-85% -$7.66M 0.19% 65
2023
Q3 		$8.89M Buy
67,844
+23,658
+54% +$3.6M 1.33% 22
2023
Q2 		$7.03M Buy
44,186
+776
+2% +$125K 0.99% 28
2023
Q1 		$6.87M Buy
+43,410
New +$6.51M 1.05% 26
2021
Q3 		– Sell
-1,387
Closed -$250K – 135
2021
Q2 		$250K Buy
1,387
+218
+19% +$39.8K 0.04% 118
2021
Q1 		$226K Sell
1,169
-368
-24% -$70.8K 0.04% 118
2020
Q4 		$310K Sell
1,537
-54
-3% -$11.2K 0.06% 95
2020
Q3 		$334K Buy
1,591
+411
+35% +$91.5K 0.08% 92
2020
Q2 		$259K Buy
+1,180
New +$236K 0.06% 94
2017
Q4 		– Sell
-1,714
Closed -$226K – 113
2017
Q3 		$226K Buy
+1,714
New +$230K 0.06% 129
2014
Q2 		– Sell
-29,465
Closed -$2.59M – 90
2014
Q1 		$2.59M Sell
29,465
-1,871
-6% -$164K 1.32% 40
2013
Q4 		$2.91M Sell
31,336
-88
-0.3% -$7.93K 1.5% 34
2013
Q3 		$2.57M Sell
31,424
-15
-0% -$1.27K 1.42% 35
2013
Q2 		$2.61M Buy
+31,439
New +$2.7M 1.42% 32

Other funds holding CLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

West Coast Financial's CLX Position: Q2 2025 in Review

West Coast Financial sold out of Clorox (CLX) in Q2 2025, closing a stake of 9,507 shares — an estimated $1.4M sold.

West Coast Financial first reported a position in CLX in Q2 2013 and held it in 19 quarters. The position peaked at $8.89M in Q3 2023. 1,126 funds tracked by Wall St. Rank hold CLX as of Q2 2025.

  • West Coast Financial reported no remaining Clorox position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 9,507 Clorox shares in Q2 2025, an estimated $1.4M.
  • West Coast Financial first reported a position in Clorox in Q2 2013 and held it in 19 quarters.
  • West Coast Financial's Clorox position peaked at $8.89M in Q3 2023.
  • 1,126 funds tracked by Wall St. Rank held Clorox as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.