Ball & Co Wealth Management Inc. CLX — CLOROX CO DEL

Ownership history in Ball & Co Wealth Management Inc.  ·  6 quarters on record

AI Ownership Summary

Ball & Co Wealth Management Inc. reported CLOROX CO DEL (CLX) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2025 Q1. The latest visible filing shows CLX at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CLX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ball & Co Wealth Management Inc.'s position in CLOROX CO DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CLX was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CLX stock page Ball & Co Wealth Management Inc. fund profile Ball & Co Wealth Management Inc. full holdings
How Ball & Co Wealth Management Inc. held CLX — position size vs. price
% of Fund (quarterly)    CLX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 900 +9 +1.0% 0.08% $93 2026-05-01 $87.11
2025 Q4 ADDED — — — 891 +10 +1.1% 0.06% $89K 2026-01-23 $110.84
2025 Q3 ADDED — — — 881 +9 +1.0% 0.07% $108K 2025-10-24 $113.15
2025 Q2 ADDED — — — 872 +8 +0.9% 0.11% $104K 2025-07-25 $125.17
2025 Q1 ADDED — — — 864 +7 +0.8% 0.14% $127K 2025-05-09 $128.95
2024 Q4 INITIATED — — — 857 — — 0.11% $139K 2025-02-20 $145.21

🏢 Other funds also holding CLX

As of 2026 Q1 — sorted by position size

MAC Alpha Capital Management, LP 8.45% NUANCE INVESTMENTS, LLC 3Y 7Y 7.34% Minneapolis Portfolio Management Group, LLC 3Y 7Y 4.12% Atlas Wealth LLC 3Y 3.53% Titan Investment Management LLC 2.2% Measured Risk Portfolios, Inc. 1.84% Martin Capital Partners, LLC 3Y 7Y 1.77% Eliot Finkel Investment Counsel, LLC 3Y 7Y 1.75% MONIMUS CAPITAL MANAGEMENT, LP 1.75% MASTERS CAPITAL MANAGEMENT LLC 3Y 7Y 1.71%

FAQ About Ball & Co Wealth Management Inc. and CLX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ball & Co Wealth Management Inc. reported owning CLX?

Ball & Co Wealth Management Inc. reported CLX across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CLX position in Ball & Co Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for CLX was 0.14% in 2025 Q1.

What is the latest reported CLX position on this page?

The most recent filing on this page is 2026 Q1, when Ball & Co Wealth Management Inc. reported 900 shares, equal to 0.08% of portfolio, with an estimated market value of $93.

What does the chart on this CLX ownership page compare?

The chart compares Ball & Co Wealth Management Inc.'s quarterly CLX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ball & Co Wealth Management Inc. time their CLX position?

Based on 13F filing dates vs. subsequent CLX price moves, Ball & Co Wealth Management Inc. correctly timed 0 out of 5 reported position changes (0%). The annualised alpha on CLX relative to SPY over the holding period was -44.0%.

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