Position in CLX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$5,181
-$19,724 QoQ
Shares Held
50
-79.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $1,202,502 across 9 Household & Personal Products names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
7,094 | $1,040,264 | |
| 2 | CL |
Colgate Palmolive Co
|
912 | $83,612 | |
| 3 | EL |
Estee Lauder Companies Inc
|
547 | $43,185 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
152 | $14,725 | |
| 5 | KMB |
Kimberly Clark Corp
|
104 | $11,416 | |
| 6 | UL |
Unilever PLC
|
109 | $6,553 | |
| 7 | KVUE |
Kenvue Inc.
|
59 | $1,127 | |
| 8 | IPAR |
Interparfums Inc
|
9 | $1,006 |
All Filings in CLX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,181 | 50 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $24,905 | 247 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $30,455 | 247 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $32,659 | 272 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $275,652 | 1,872 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $304,031 | 1,872 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $304,967 | 1,872 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $255,471 | 1,872 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $286,621 | 1,872 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $266,928 | 1,872 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $271,949 | 2,075 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $366,269 | 2,303 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $365,534 | 2,310 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $324,021 | 2,309 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $296,195 | 2,307 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $254,468 | 1,805 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $250,810 | 1,804 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $319,427 | 1,832 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $335,525 | 2,026 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $364,317 | 2,025 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $346,798 | 1,798 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $411,109 | 2,036 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $446,401 | 2,124 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $462,212 | 2,107 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $363,825 | 2,100 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||