Position in CLX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$197,656
-$6,495 QoQ
Shares Held
2,071
+5.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#769
of 1,039 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $2,025,453 across 7 Household & Personal Products names. CLX ranks #2 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
11,367 | $1,666,856 | |
| 2 | CLX |
Clorox Co /De/
This page
|
2,071 | $197,656 | |
| 3 | CL |
Colgate Palmolive Co
|
1,194 | $109,465 | |
| 4 | KMB |
Kimberly Clark Corp
|
274 | $30,076 | |
| 5 | UL |
Unilever PLC
|
258 | $15,510 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
60 | $5,812 | |
| 7 | EL |
Estee Lauder Companies Inc
|
1 | $78 |
All Filings in CLX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,656 | 2,071 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $204,151 | 1,970 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $198,635 | 1,970 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $241,668 | 1,960 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $193,312 | 1,610 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $281,247 | 1,910 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $359,900 | 2,216 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $115,666 | 710 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $96,893 | 710 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $108,708 | 710 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $101,238 | 710 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $53,734 | 410 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $17,494 | 110 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $17,406 | 110 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||