Heritage Trust Co

Bank

Position in CLX — Clorox Co /De/

CIK 1706028 OKLAHOMA CITY, OK

Position in CLX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$380,011

-$9,898 QoQ

Shares Held

3,667

-5.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Heritage Trust Co holds $5,660,356 across 2 Household & Personal Products names.

#	Ticker	Company	Shares	Value (USD)	Open
1	PG	PROCTER & GAMBLE Co	36,964	$5,420,400
2	KMB	Kimberly Clark Corp	2,186	$239,956

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$380,011	3,667	-5.2%	Shares	Sole	2026-05-13
2025-12-31	$389,909	3,867	0.0%	Shares	Sole	2026-02-10
2025-09-30	$476,801	3,867	+5.5%	Shares	Sole	2025-11-12
2025-06-30	$440,296	3,667	+27.9%	Shares	Sole	2025-08-12
2025-03-31	$422,165	2,867	0.0%	Shares	Sole	2025-05-09
2024-12-31	$465,629	2,867	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.