Position in KMB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$788,038
+$97,024 QoQ
Shares Held
7,179
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#791
of 1,706 holders
Holding Since
Mar 2025
6 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, 2026Beacon Financial Advisory LLC holds $2,185,810 across 2 Household & Personal Products names. KMB ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
9,532 | $1,397,772 | |
| 2 | KMB |
Kimberly Clark Corp
This page
|
7,179 | $788,038 |
All Filings in KMB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $788,038 | 7,179 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $691,014 | 7,163 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $698,865 | 6,927 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $904,200 | 7,272 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $950,527 | 7,373 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,028,108 | 7,229 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||