Castle Rock Wealth Management, LLC
Position in KMB — Kimberly Clark Corp
CIK 1727605
WALNUT CREEK, CA
Position in KMB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$234,798
+$30,764 QoQ
Shares Held
2,139
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,286
of 1,706 holders
Holding Since
Mar 2020
20 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, 2026Castle Rock Wealth Management, LLC holds $1,686,672 across 3 Household & Personal Products names. KMB ranks #3 (13.9% of the industry book) .
All Filings in KMB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,798 | 2,139 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $204,034 | 2,115 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $213,281 | 2,114 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $299,162 | 2,406 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $310,181 | 2,406 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $368,776 | 2,593 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $375,822 | 2,868 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $423,140 | 2,974 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $413,218 | 2,990 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $381,194 | 2,947 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $352,743 | 2,903 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $358,803 | 2,969 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $387,948 | 2,810 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $376,755 | 2,807 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $295,256 | 2,175 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $235,161 | 1,740 | Shares | Sole | 2022-07-13 | |
| 2020-12-31 | $656,082 | 4,866 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $484,324 | 3,280 | Shares | Sole | 2020-12-07 | |
| 2020-06-30 | $399,455 | 2,826 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $196,024 | 1,533 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||