CLX — CLOROX CO DEL

Ownership history in Simplicity Wealth,LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in CLOROX CO DEL (CLX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.2% (2023 Q4)
Avg. % of fund
0.09%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,828 -10,488 -57.3% 0.06% $965K $120.69
2025 Q2 ADDED 18,316 +11,198 +157.3% 0.09% $2.2M $116.34
2025 Q1 REDUCED 7,118 -50 -0.7% 0.08% $1.0M $141.45
2024 Q3 REDUCED 7,168 -4,575 -39.0% 0.11% $1.2M $154.11
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CLX price (monthly, adj. close)

Other funds also holding CLX

As of 2025 Q4 — sorted by position size

NUANCE INVESTMENTS, LLC 3Y 7Y 8.74% MAC Alpha Capital Management, LP 6.54% Night Squared LP 2.67% MONIMUS CAPITAL MANAGEMENT, LP 2.22% TAM Capital Management Inc. 3Y 7Y 1.96% Martin Capital Partners, LLC 3Y 7Y 1.72% Sone Capital Management, LLC 1.44% America First Investment Advisors, LLC 3Y 7Y 1.38% TOBAM 3Y 7Y 1.33% MASTERS CAPITAL MANAGEMENT LLC 3Y 7Y 1.3%
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