Position in CLX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,948,960
+$2,446,791 QoQ
Shares Held
209,021
+23.8% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#69
of 1,039 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CLX Over Time
Shares Held
Position Value (USD)
Derivatives in CLX
reported options exposure · as of Jun 30, 2022CallValue
$7,049,000
CallShares
50,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,051,482,657 across 15 Household & Personal Products names. CLX ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
4,130,633 | $605,716,018 | |
| 2 | KVUE |
Kenvue Inc.
|
8,910,223 | $170,274,358 | |
| 3 | CL |
Colgate Palmolive Co
|
1,171,824 | $107,432,820 | |
| 4 | KMB |
Kimberly Clark Corp
|
541,017 | $59,387,431 | |
| 5 | UL |
Unilever PLC
|
490,089 | $29,464,148 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
249,760 | $24,196,744 | |
| 7 | CLX |
Clorox Co /De/
This page
|
209,021 | $19,948,960 | |
| 8 | EL |
Estee Lauder Companies Inc
|
224,145 | $17,696,244 |
All Filings in CLX
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,948,960 | 209,021 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $17,502,169 | 168,891 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $18,107,752 | 179,587 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $21,927,545 | 177,839 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,667,519 | 155,472 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $23,917,814 | 162,430 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $28,870,159 | 177,761 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $34,270,233 | 210,363 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $35,188,241 | 257,846 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $41,567,065 | 271,485 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $34,377,591 | 241,094 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $29,039,879 | 221,577 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $39,396,272 | 247,713 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $40,531,273 | 256,138 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $34,408,211 | 245,195 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $24,516,068 | 190,950 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $28,665,461 | 203,330 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $7,049,000 | 50,000 | Call | Defined | 2022-08-11 | |
| 2022-03-31 | $28,925,328 | 208,051 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $53,556,415 | 307,160 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $47,524,435 | 286,966 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $49,332,218 | 274,205 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $37,174,530 | 192,734 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $366,472 | 1,900 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $40,557,041 | 200,857 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $33,084,118 | 157,416 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $41,302,102 | 188,276 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $37,203,702 | 214,740 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||