Position in KMB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,020,211
-$8,271 QoQ
Shares Held
27,514
-12.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#421
of 1,702 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMB Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Synergy Asset Management, LLC holds $4,917,585 across 2 Household & Personal Products names. KMB ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KMB |
Kimberly Clark Corp
This page
|
27,514 | $3,020,211 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
12,939 | $1,897,374 |
All Filings in KMB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,020,211 | 27,514 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,028,482 | 31,393 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $4,757,248 | 38,260 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,466,239 | 19,130 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,449,017 | 38,314 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $32,104 | 245 | Shares | Sole | 2025-01-23 | |
| 2021-03-31 | $2,242,459 | 16,127 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,105,774 | 15,618 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||