Position in CLX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$254,347
-$259,554 QoQ
Shares Held
2,665
-46.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#690
of 1,038 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $20,919,005 across 10 Household & Personal Products names. CLX ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
100,516 | $14,739,665 | |
| 2 | CL |
Colgate Palmolive Co
|
21,954 | $2,012,742 | |
| 3 | KMB |
Kimberly Clark Corp
|
9,987 | $1,096,272 | |
| 4 | UL |
Unilever PLC
|
13,778 | $828,332 | |
| 5 | KVUE |
Kenvue Inc.
|
37,673 | $719,931 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
6,677 | $646,867 | |
| 7 | EL |
Estee Lauder Companies Inc
|
6,089 | $480,726 | |
| 8 | CLX |
Clorox Co /De/
This page
|
2,665 | $254,347 |
All Filings in CLX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,347 | 2,665 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $513,901 | 4,959 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $290,491 | 2,881 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,159,352 | 17,513 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,947,655 | 16,221 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,371,166 | 16,103 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $631,612 | 3,889 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $590,711 | 3,626 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $216,577 | 1,587 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $223,999 | 1,463 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $207,183 | 1,453 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $204,846 | 1,563 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $265,119 | 1,667 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $305,403 | 1,930 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $714,139 | 5,089 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $615,659 | 4,367 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $571,691 | 4,112 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $901,441 | 5,170 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $982,729 | 5,934 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $729,355 | 4,054 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,914,526 | 9,926 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $1,230,904 | 6,096 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,094,985 | 5,210 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,144,233 | 5,216 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||