Position in CLX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$646,858
+$178,806 QoQ
Shares Held
6,242
+34.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026EP Wealth Advisors, LLC holds $56,865,903 across 8 Household & Personal Products names. CLX ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
358,491 | $30,554,187 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
150,191 | $21,693,588 | |
| 3 | KMB |
Kimberly Clark Corp
|
16,541 | $1,595,710 | |
| 4 | UL |
Unilever PLC
|
15,043 | $856,999 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
7,657 | $714,551 | |
| 6 | CLX |
Clorox Co /De/
This page
|
6,242 | $646,858 | |
| 7 | NUS |
Nu Skin Enterprises, Inc.
|
72,397 | $527,050 | |
| 8 | KVUE |
Kenvue Inc.
|
16,065 | $276,960 |
All Filings in CLX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $646,858 | 6,242 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $468,052 | 4,642 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $838,208 | 6,981 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,045,916 | 7,103 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,114,132 | 6,860 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,055,982 | 6,482 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $783,747 | 5,743 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $972,095 | 6,349 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $971,037 | 6,810 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $858,049 | 6,547 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $6,789,417 | 42,690 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,236,554 | 39,412 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $867,239 | 6,180 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $819,516 | 5,813 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $844,607 | 6,075 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,089,401 | 6,248 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,404,041 | 8,478 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $1,339,609 | 7,446 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,434,062 | 7,435 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,559,024 | 7,721 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,594,349 | 7,586 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,785,891 | 8,141 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,508,661 | 8,708 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||