Position in CLX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$60,413
-$5,392 QoQ
Shares Held
633
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#830
of 1,038 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $12,385,653 across 7 Household & Personal Products names. CLX ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
58,205 | $8,535,181 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
15,271 | $1,479,454 | |
| 3 | CL |
Colgate Palmolive Co
|
15,219 | $1,395,277 | |
| 4 | KMB |
Kimberly Clark Corp
|
5,837 | $640,727 | |
| 5 | UL |
Unilever PLC
|
4,497 | $270,359 | |
| 6 | CLX |
Clorox Co /De/
This page
|
633 | $60,413 | |
| 7 | KVUE |
Kenvue Inc.
|
222 | $4,242 |
All Filings in CLX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,413 | 633 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $65,805 | 635 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $64,027 | 635 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $82,611 | 670 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $82,848 | 690 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $123,690 | 840 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $122,619 | 755 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $144,989 | 890 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $131,693 | 965 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $147,751 | 965 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $164,691 | 1,155 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $449,797 | 3,432 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $600,853 | 3,778 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $688,502 | 4,351 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $611,979 | 4,361 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $566,328 | 4,411 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $631,731 | 4,481 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $633,142 | 4,554 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $1,150,078 | 6,596 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $1,117,205 | 6,746 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $941,289 | 5,232 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $944,533 | 4,897 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $1,019,494 | 5,049 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $1,221,087 | 5,810 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $1,272,346 | 5,800 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $908,696 | 5,245 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||