Position in CLX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$250,148
-$21,466 QoQ
Shares Held
2,621
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#696
of 1,039 holders
Holding Since
Dec 2025
3 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, 2026North Berkeley Wealth Management, LLC holds $535,802 across 2 Household & Personal Products names. CLX ranks #2 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
1,948 | $285,654 | |
| 2 | CLX |
Clorox Co /De/
This page
|
2,621 | $250,148 |
All Filings in CLX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,148 | 2,621 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $271,614 | 2,621 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $264,275 | 2,621 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||