Position in CLX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,114,186
-$522,368 QoQ
Shares Held
22,152
-12.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#279
of 1,039 holders
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Waverly Advisors, LLC holds $97,575,881 across 9 Household & Personal Products names. CLX ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
454,663 | $66,671,782 | |
| 2 | CL |
Colgate Palmolive Co
|
180,975 | $16,591,788 | |
| 3 | UL |
Unilever PLC
|
121,688 | $7,315,882 | |
| 4 | KMB |
Kimberly Clark Corp
|
30,992 | $3,401,991 | |
| 5 | CLX |
Clorox Co /De/
This page
|
22,152 | $2,114,186 | |
| 6 | ELF |
e.l.f. Beauty, Inc.
|
11,239 | $831,686 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
2,736 | $265,063 | |
| 8 | KVUE |
Kenvue Inc.
|
12,911 | $246,729 |
All Filings in CLX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,114,186 | 22,152 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,636,554 | 25,442 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,861,958 | 28,384 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,655,968 | 29,651 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,076,016 | 33,947 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,055,387 | 34,332 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,644,397 | 34,754 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,535,030 | 33,976 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,449,876 | 32,607 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $295,960 | 1,933 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $202,616 | 1,274 | Shares | Other | 2023-08-15 | |
| 2020-09-30 | $225,512 | 1,073 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $235,384 | 1,073 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||