Position in KMB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,837,444
+$464,090 QoQ
Shares Held
25,849
+5.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#439
of 1,707 holders
Holding Since
Mar 2022
16 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 Jun 30, 2026Summit Trail Advisors, LLC holds $36,147,321 across 11 Household & Personal Products names. KMB ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
72,467 | $10,626,560 | |
| 2 | CL |
Colgate Palmolive Co
|
76,122 | $6,978,864 | |
| 3 | CLX |
Clorox Co /De/
|
32,334 | $3,085,956 | |
| 4 | KMB |
Kimberly Clark Corp
This page
|
25,849 | $2,837,444 | |
| 5 | SPB |
Spectrum Brands Holdings, Inc.
|
29,671 | $2,544,288 | |
| 6 | CHD |
Church & Dwight Co Inc /De/
|
24,567 | $2,380,050 | |
| 7 | UL |
Unilever PLC
|
38,209 | $2,297,125 | |
| 8 | NWL |
Newell Brands Inc.
|
356,470 | $2,188,725 |
All Filings in KMB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,837,444 | 25,849 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,373,354 | 24,602 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,113,422 | 11,036 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,714,466 | 21,831 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,568,182 | 12,164 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $923,681 | 6,492 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $819,387 | 5,929 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $679,863 | 5,256 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $649,713 | 5,347 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $601,228 | 4,975 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $642,945 | 4,657 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $471,246 | 3,511 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $458,563 | 3,378 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $295,192 | 2,623 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $339,226 | 2,510 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $284,130 | 2,307 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||