Position in KMB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,595,710
-$259,051 QoQ
Shares Held
16,541
-10.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KMB Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Mar 31, 2026EP Wealth Advisors, LLC holds $56,865,903 across 8 Household & Personal Products names. KMB ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
358,491 | $30,554,187 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
150,191 | $21,693,588 | |
| 3 | KMB |
Kimberly Clark Corp
This page
|
16,541 | $1,595,710 | |
| 4 | UL |
Unilever PLC
|
15,043 | $856,999 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
7,657 | $714,551 | |
| 6 | CLX |
Clorox Co /De/
|
6,242 | $646,858 | |
| 7 | NUS |
Nu Skin Enterprises, Inc.
|
72,397 | $527,050 | |
| 8 | KVUE |
Kenvue Inc.
|
16,065 | $276,960 |
All Filings in KMB
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,595,710 | 16,541 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,854,761 | 18,384 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $2,665,936 | 20,679 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,942,816 | 20,692 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,685,795 | 20,496 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,961,131 | 20,812 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,319,548 | 16,784 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,125,220 | 16,430 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,897,621 | 15,617 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,525,127 | 12,620 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $9,247,672 | 66,983 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,038,862 | 7,740 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,685,607 | 12,417 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $1,441,412 | 12,808 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,368,799 | 10,128 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,049,200 | 8,519 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,252,693 | 8,765 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $857,019 | 6,471 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $724,953 | 5,419 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $750,313 | 5,396 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $693,700 | 5,145 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $820,546 | 5,557 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $785,199 | 5,555 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $802,639 | 6,277 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||