XML Financial, LLC

Position in CLX — Clorox Co /De/

CIK 1800465 BETHESDA, MD

Position in CLX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$779,267

+$230,028 QoQ

Shares Held

8,165

+54.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#433

of 1,039 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

XML Financial, LLC holds $7,816,003 across 4 Household & Personal Products names. CLX ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UL	Unilever PLC	70,415	$4,233,349
2	PG	PROCTER & GAMBLE Co	13,751	$2,016,446
3	KMB	Kimberly Clark Corp	7,169	$786,941
4	CLX	Clorox Co /De/ This page	8,165	$779,267

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$779,267	8,165	+54.1%	Shares	Sole	2026-07-24
2026-03-31	$549,239	5,300	-4.5%	Shares	Sole	2026-04-16
2025-12-31	$559,606	5,550	+245.8%	Shares	Sole	2026-02-11
2025-03-31	$236,336	1,605	+0.2%	Shares	Sole	2025-04-22
2024-12-31	$260,180	1,602	-3.7%	Shares	Sole	2025-01-17
2024-09-30	$270,919	1,663	+0.2%	Shares	Sole	2024-11-01
2024-06-30	$226,540	1,660	+0.2%	Shares	Sole	2024-07-22
2024-03-31	$253,703	1,657	+0.2%	Shares	Sole	2024-05-15
2023-12-31	$235,843	1,654	+1.7%	Shares	Sole	2024-02-14
2023-09-30	$213,103	1,626	+2.0%	Shares	Sole	2023-11-06
2023-06-30	$253,509	1,594	+22.1%	Shares	Sole	2023-08-07
2023-03-31	$206,503	1,305	+13.2%	Shares	Sole	2023-05-15
2021-12-31	$201,037	1,153	+0.1%	Shares	Sole	2022-02-01
2021-06-30	$207,256	1,152	0.0%	Shares	Sole	2021-08-10
2021-03-31	$222,197	1,152	0.0%	Shares	Sole	2021-05-14
2020-12-31	$232,611	1,152	+0.1%	Shares	Sole	2021-02-08
2020-09-30	$241,905	1,151	0.0%	Shares	Sole	2020-11-13
2020-06-30	$252,494	1,151	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.