Position in KMB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,125,471
+$159,035 QoQ
Shares Held
10,253
+2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#683
of 1,702 holders
Holding Since
Mar 2020
25 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, 2026Keystone Financial Group holds $9,217,853 across 6 Household & Personal Products names. KMB ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
36,740 | $5,387,553 | |
| 2 | UL |
Unilever PLC
|
21,400 | $1,286,568 | |
| 3 | KMB |
Kimberly Clark Corp
This page
|
10,253 | $1,125,471 | |
| 4 | CLX |
Clorox Co /De/
|
11,107 | $1,060,052 | |
| 5 | EL |
Estee Lauder Companies Inc
|
2,785 | $219,875 | |
| 6 | NWL |
Newell Brands Inc.
|
22,530 | $138,334 |
All Filings in KMB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,125,471 | 10,253 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $966,436 | 10,018 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $734,378 | 7,279 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $448,991 | 3,611 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $410,996 | 3,188 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $431,779 | 3,036 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $404,127 | 3,084 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $431,392 | 3,032 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $411,559 | 2,978 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $378,478 | 2,926 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $345,574 | 2,844 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $343,455 | 2,842 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $392,090 | 2,840 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $436,707 | 3,217 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $356,189 | 3,165 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $407,342 | 3,014 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $359,380 | 2,918 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $400,604 | 2,803 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $280,905 | 2,121 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $279,600 | 2,090 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $290,614 | 2,090 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $281,794 | 2,090 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $323,375 | 2,190 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $295,421 | 2,090 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $309,573 | 2,421 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||