Position in KMB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$633,811
+$422,446 QoQ
Shares Held
5,774
+163.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#877
of 1,702 holders
Holding Since
Mar 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $18,735,564 across 9 Household & Personal Products names. KMB ranks #3 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
93,187 | $13,664,941 | |
| 2 | UL |
Unilever PLC
|
40,527 | $2,436,483 | |
| 3 | KMB |
Kimberly Clark Corp
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|
5,774 | $633,811 | |
| 4 | CL |
Colgate Palmolive Co
|
5,763 | $528,351 | |
| 5 | KVUE |
Kenvue Inc.
|
20,607 | $393,799 | |
| 6 | CLX |
Clorox Co /De/
|
3,518 | $335,757 | |
| 7 | CHD |
Church & Dwight Co Inc /De/
|
2,808 | $272,039 | |
| 8 | IPAR |
Interparfums Inc
|
2,339 | $261,640 |
All Filings in KMB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,811 | 5,774 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $211,365 | 2,191 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $316,794 | 3,140 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $246,566 | 1,983 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $126,470 | 981 | Shares | Sole | 2026-02-03 | |
| 2020-09-30 | $285,869 | 1,936 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $257,681 | 1,823 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $241,034 | 1,885 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||