Position in CLX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,226,328
+$1,720,200 QoQ
Shares Held
23,327
+377.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#268
of 1,046 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $40,338,178 across 19 Household & Personal Products names. CLX ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
197,251 | $28,924,886 | |
| 2 | CL |
Colgate Palmolive Co
|
47,695 | $4,372,677 | |
| 3 | CLX |
Clorox Co /De/
This page
|
23,327 | $2,226,328 | |
| 4 | KVUE |
Kenvue Inc.
|
76,591 | $1,463,654 | |
| 5 | KMB |
Kimberly Clark Corp
|
12,830 | $1,408,349 | |
| 6 | UL |
Unilever PLC
|
12,509 | $752,041 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
7,298 | $707,030 | |
| 8 | EL |
Estee Lauder Companies Inc
|
4,537 | $358,196 |
All Filings in CLX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,226,328 | 23,327 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $506,128 | 4,884 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $665,780 | 6,603 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $783,571 | 6,355 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $789,340 | 6,574 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,057,255 | 7,180 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,074,179 | 6,614 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,100,131 | 6,753 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,143,891 | 8,382 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $141,932 | 927 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $131,182 | 920 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $127,259 | 971 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $154,586 | 972 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $158,081 | 999 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $140,049 | 998 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $124,153 | 967 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $145,632 | 1,033 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $143,617 | 1,033 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $176,452 | 1,012 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $173,062 | 1,045 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $188,545 | 1,048 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $204,067 | 1,058 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $337,408 | 1,671 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $314,204 | 1,495 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $326,641 | 1,489 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $257,969 | 1,489 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||