Position in CLX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,296,402
-$282,874 QoQ
Shares Held
34,539
0.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#206
of 1,036 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Morningstar Investment Management LLC holds $22,173,270 across 7 Household & Personal Products names. CLX ranks #4 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
56,539 | $8,290,878 | |
| 2 | CL |
Colgate Palmolive Co
|
65,023 | $5,961,308 | |
| 3 | EL |
Estee Lauder Companies Inc
|
41,885 | $3,306,820 | |
| 4 | CLX |
Clorox Co /De/
This page
|
34,539 | $3,296,402 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
6,779 | $656,749 | |
| 6 | KVUE |
Kenvue Inc.
|
19,425 | $371,211 | |
| 7 | KMB |
Kimberly Clark Corp
|
2,641 | $289,902 |
All Filings in CLX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,296,402 | 34,539 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,579,276 | 34,539 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,297,236 | 62,454 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,322,688 | 26,948 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||