Position in KMB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$99,341
+$76,843 QoQ
Shares Held
905
+305.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,417
of 1,702 holders
Holding Since
Mar 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, 2026Cape Investment Advisory, Inc. holds $665,143 across 8 Household & Personal Products names. KMB ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
2,596 | $380,676 | |
| 2 | UL |
Unilever PLC
|
2,208 | $132,744 | |
| 3 | KMB |
Kimberly Clark Corp
This page
|
905 | $99,341 | |
| 4 | CL |
Colgate Palmolive Co
|
257 | $23,561 | |
| 5 | CHD |
Church & Dwight Co Inc /De/
|
108 | $10,462 | |
| 6 | CLX |
Clorox Co /De/
|
99 | $9,448 | |
| 7 | KVUE |
Kenvue Inc.
|
264 | $5,044 | |
| 8 | EL |
Estee Lauder Companies Inc
|
49 | $3,867 |
All Filings in KMB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,341 | 905 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $22,498 | 223 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $373 | 3 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $29,393 | 228 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $32,426 | 228 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $56,085 | 428 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $59,757 | 420 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $65,783 | 476 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $61,570 | 476 | Shares | Defined | 2024-06-21 | |
| 2023-12-31 | $57,838 | 476 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $50,757 | 420 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $57,985 | 420 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $56,372 | 420 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||