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Creative Planning CLX Position History
The Clorox Company • Consumer Defensive
Quarters held
8
Latest value
$4.6M
Q3 2026
Peak value
$6.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $87K |
| Q3 2025 | $5.7M |
| Q4 2025 | $5M |
| Q1 2026 | $6.1M |
| Q2 2026 | $62K |
| Q2 2026 | $5.5M |
| Q3 2026 | $132K |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 56.6K | — | — |
| Q3 2026 | $132K | 1.6K | — | — |
| Q2 2026 | $5.5M | 57.4K | — | — |
| Q2 2026 | $62K | 651 | — | — |
| Q1 2026 | $6.1M | 59.2K | — | — |
| Q4 2025 | $5M | 49.3K | — | — |
| Q3 2025 | $5.7M | 46.4K | — | — |
| Q3 2025 | $87K | 702 | — | — |
Other funds holding CLX
$855.4M
$804.8M
$804.8M
$619.4M
$374.6M
$197.8M
$181.3M