Position in KMB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,401,991
-$236,182 QoQ
Shares Held
30,992
-17.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#395
of 1,702 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in KMB Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Waverly Advisors, LLC holds $97,575,881 across 9 Household & Personal Products names. KMB ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
454,663 | $66,671,782 | |
| 2 | CL |
Colgate Palmolive Co
|
180,975 | $16,591,788 | |
| 3 | UL |
Unilever PLC
|
121,688 | $7,315,882 | |
| 4 | KMB |
Kimberly Clark Corp
This page
|
30,992 | $3,401,991 | |
| 5 | CLX |
Clorox Co /De/
|
22,152 | $2,114,186 | |
| 6 | ELF |
e.l.f. Beauty, Inc.
|
11,239 | $831,686 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
2,736 | $265,063 | |
| 8 | KVUE |
Kenvue Inc.
|
12,911 | $246,729 |
All Filings in KMB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,401,991 | 30,992 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,638,173 | 37,713 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,000,036 | 109,030 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,997,557 | 80,405 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,326,878 | 80,103 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,157,727 | 78,454 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,127,033 | 77,282 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,011,644 | 56,309 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,224,681 | 52,277 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,646,366 | 12,728 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,383,391 | 11,385 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,958,857 | 16,209 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,208,821 | 15,999 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,028,869 | 15,116 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,196,706 | 16,182 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,821,009 | 16,181 | Shares | Sole | 2022-11-15 | |
| 2020-12-31 | $628,172 | 4,659 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $686,323 | 4,648 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $663,355 | 4,693 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $587,946 | 4,598 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||