Concord Wealth Partners

Position in KMB — Kimberly Clark Corp

CIK 1814214 ABINGDON, VA

Position in KMB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$75,082

+$6,074 QoQ

Shares Held

684

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,448

of 1,702 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Concord Wealth Partners holds $5,743,171 across 5 Household & Personal Products names. KMB ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	26,058	$3,821,145
2	CL	Colgate Palmolive Co	20,034	$1,836,717
3	KMB	Kimberly Clark Corp This page	684	$75,082
4	UL	Unilever PLC	159	$9,559
5	CLX	Clorox Co /De/	7	$668

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$75,082	684	0.0%	Shares	Sole	2026-07-27
2025-12-31	$69,008	684	-4.3%	Shares	Sole	2026-01-29
2025-09-30	$88,903	715	0.0%	Shares	Sole	2025-11-05
2025-06-30	$92,177	715	0.0%	Shares	Sole	2025-07-25
2025-03-31	$101,687	715	0.0%	Shares	Sole	2025-05-02
2024-12-31	$93,693	715	0.0%	Shares	Sole	2025-01-24
2024-09-30	$101,730	715	-0.1%	Shares	Sole	2024-10-24
2024-06-30	$98,951	716	-8.1%	Shares	Sole	2024-07-31
2024-03-31	$100,763	779	0.0%	Shares	Sole	2024-04-30
2023-12-31	$94,656	779	-58.5%	Shares	Sole	2024-04-30
2023-09-30	$226,714	1,876	-13.0%	Shares	Sole	2024-04-30
2023-06-30	$297,657	2,156	+44.9%	Shares	Sole	2023-08-08
2023-03-31	$199,719	1,488	-9.7%	Shares	Sole	2023-04-26
2022-12-31	$223,580	1,647	+30.9%	Shares	Sole	2023-01-30
2022-06-30	$170,018	1,258	-4.3%	Shares	Sole	2022-08-04
2022-03-31	$161,955	1,315	+8.1%	Shares	Sole	2022-04-20
2021-12-31	$173,933	1,217	+92.0%	Shares	Sole	2022-01-21
2021-09-30	$83,966	634	-34.2%	Shares	Sole	2021-11-09
2021-06-30	$128,963	964	+24.9%	Shares	Sole	2021-07-29
2021-03-31	$107,346	772	+53.2%	Shares	Sole	2021-05-13
2020-12-31	$67,954	504	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.