CLX CLOROX CO

Ownership history in Coston, McIsaac & Partners  ·  16 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported CLOROX CO (CLX) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.66% in 2024 Q4. The latest visible filing shows CLX at 0.83% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CLX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in CLOROX CO, 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 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.66% in 2024 Q4

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

Time in book
Holding Window
2023 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.

How Coston, McIsaac & Partners 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 35,601 +5,379 +17.8% 0.83% $3.7M 2026-04-22 $96.85
2025 Q4 REDUCED 30,222 -2,506 -7.7% 0.71% $3.0M 2026-02-03 $114.98
2025 Q3 REDUCED 32,728 -1,060 -3.1% 0.96% $4.0M 2025-11-05 $107.73
2025 Q2 ADDED 33,788 +430 +1.3% 1.05% $4.1M 2025-08-12 $119.00
2025 Q1 REDUCED 33,358 -1,102 -3.2% 1.43% $4.9M 2025-05-13 $132.09
2024 Q4 REDUCED 34,460 -19 -0.1% 1.66% $5.6M 2025-01-23 $153.30
2024 Q3 ADDED 34,479 +1,048 +3.1% 1.58% $5.6M 2024-10-22 $150.57
2024 Q2 ADDED 33,431 +729 +2.2% 1.44% $4.6M 2024-07-31 $123.74
2024 Q1 ADDED 32,702 +805 +2.5% 1.61% $5.0M 2024-04-17 $132.40
2023 Q4 ADDED 31,897 +1,014 +3.3% 1.58% $4.5M 2024-01-23 $133.47
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Coston, McIsaac & Partners and CLX

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

How long has Coston, McIsaac & Partners reported owning CLX?

Coston, McIsaac & Partners reported CLX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CLX position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for CLX was 1.66% in 2024 Q4.

What is the latest reported CLX position on this page?

The most recent filing on this page is 2026 Q1, when Coston, McIsaac & Partners reported 35,601 shares, equal to 0.83% of portfolio, with an estimated market value of $3.7M.

What does the chart on this CLX ownership page compare?

The chart compares Coston, McIsaac & Partners'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.

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