Position in CLX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,136,968
+$1,165,949 QoQ
Shares Held
59,220
+20.1% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $356,762,169 across 19 Household & Personal Products names. CLX ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,693,989 | $244,679,770 | |
| 2 | CL |
Colgate Palmolive Co
|
388,818 | $33,138,957 | |
| 3 | UL |
Unilever PLC
|
405,108 | $23,079,002 | |
| 4 | KMB |
Kimberly Clark Corp
|
124,835 | $12,042,832 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
100,654 | $9,393,030 | |
| 6 | KVUE |
Kenvue Inc.
|
541,664 | $9,338,287 | |
| 7 | CLX |
Clorox Co /De/
This page
|
59,220 | $6,136,968 | |
| 8 | EPC |
EDGEWELL PERSONAL CARE Co
|
207,876 | $4,436,073 |
All Filings in CLX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,136,968 | 59,220 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,971,019 | 49,301 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,803,237 | 47,066 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,983,561 | 33,177 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,217,829 | 28,644 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,612,726 | 34,559 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,738,888 | 29,089 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,697,372 | 27,093 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $4,181,127 | 27,308 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,218,809 | 29,587 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,741,369 | 28,547 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $4,236,030 | 26,635 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,945,714 | 24,935 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,633,284 | 25,891 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,473,848 | 27,057 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,060,646 | 28,803 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,086,744 | 22,202 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,238,168 | 24,307 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,102,159 | 24,770 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,536,250 | 25,214 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,841,095 | 25,099 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,103,931 | 25,277 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,616,162 | 26,722 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,554,009 | 25,318 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,372,311 | 19,465 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||