Total Wealth Planning & Management, Inc.
Position in CLX — Clorox Co /De/
CIK 2058383
Ponte Vedra Beach, FL
Position in CLX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$522,534
-$219,145 QoQ
Shares Held
5,475
-23.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#525
of 1,039 holders
Holding Since
Mar 2026
2 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, 2026Total Wealth Planning & Management, Inc. holds $807,936 across 2 Household & Personal Products names. CLX ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLX |
Clorox Co /De/
This page
|
5,475 | $522,534 | |
| 2 | KMB |
Kimberly Clark Corp
|
2,600 | $285,402 |
All Filings in CLX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,534 | 5,475 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $741,679 | 7,157 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||