ALPINE WOODS CAPITAL INVESTORS, LLC CLX — CLOROX CO COM

Ownership history in ALPINE WOODS CAPITAL INVESTORS, LLC  ·  10 quarters on record

AI Ownership Summary

ALPINE WOODS CAPITAL INVESTORS, LLC reported CLOROX CO COM (CLX) in 10 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.8% in 2026 Q1. The latest visible filing shows CLX at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CLX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALPINE WOODS CAPITAL INVESTORS, LLC's position in CLOROX CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CLX was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ALPINE WOODS CAPITAL INVESTORS, LLC held CLX — position size vs. price
% of Fund (quarterly)    CLX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 32,067 +29,049 +962.5% 0.80% $3.3M 2026-05-27 $95.99
2025 Q4 REDUCED 79.2% +3.9% ❌ 3,018 -11,522 -79.2% 0.07% $304K 2026-02-18 $120.26
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ALPINE WOODS CAPITAL INVESTORS, LLC and CLX

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALPINE WOODS CAPITAL INVESTORS, LLC reported owning CLX?

ALPINE WOODS CAPITAL INVESTORS, LLC reported CLX across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported CLX position in ALPINE WOODS CAPITAL INVESTORS, LLC's portfolio?

The largest reported portfolio weight for CLX was 0.80% in 2026 Q1.

What is the latest reported CLX position on this page?

The most recent filing on this page is 2026 Q1, when ALPINE WOODS CAPITAL INVESTORS, LLC reported 32,067 shares, equal to 0.80% of portfolio, with an estimated market value of $3.3M.

What does the chart on this CLX ownership page compare?

The chart compares ALPINE WOODS CAPITAL INVESTORS, LLC's quarterly CLX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ALPINE WOODS CAPITAL INVESTORS, LLC time their CLX position?

Based on 13F filing dates vs. subsequent CLX price moves, ALPINE WOODS CAPITAL INVESTORS, LLC correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on CLX relative to SPY over the holding period was -27.8%.

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