Position in KMB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$670,475
+$88,376 QoQ
Shares Held
6,108
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#855
of 1,702 holders
Holding Since
Jun 2023
13 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, 2026Summit Financial, LLC holds $16,337,358 across 6 Household & Personal Products names. KMB ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
80,738 | $11,839,420 | |
| 2 | CL |
Colgate Palmolive Co
|
17,619 | $1,615,309 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
12,833 | $1,243,261 | |
| 4 | KMB |
Kimberly Clark Corp
This page
|
6,108 | $670,475 | |
| 5 | CLX |
Clorox Co /De/
|
6,315 | $602,703 | |
| 6 | UL |
Unilever PLC
|
6,091 | $366,190 |
All Filings in KMB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670,475 | 6,108 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $582,099 | 6,034 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $574,669 | 5,696 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $745,542 | 5,996 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $862,088 | 6,687 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $993,975 | 6,989 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $823,717 | 6,286 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $711,969 | 5,004 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $845,507 | 6,118 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $622,949 | 4,816 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,813,901 | 14,928 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $362,429 | 2,999 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $278,467 | 2,017 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||