Position in KMB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$347,531
+$60,148 QoQ
Shares Held
3,166
+6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,087
of 1,701 holders
Holding Since
Dec 2023
10 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, 2026Compound Planning, Inc. holds $15,336,408 across 7 Household & Personal Products names. KMB ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
69,303 | $10,162,591 | |
| 2 | CL |
Colgate Palmolive Co
|
28,242 | $2,589,226 | |
| 3 | UL |
Unilever PLC
|
22,337 | $1,342,899 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
4,231 | $409,899 | |
| 5 | KMB |
Kimberly Clark Corp
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|
3,166 | $347,531 | |
| 6 | EL |
Estee Lauder Companies Inc
|
3,288 | $259,587 | |
| 7 | KVUE |
Kenvue Inc.
|
11,757 | $224,675 |
All Filings in KMB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,531 | 3,166 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $287,383 | 2,979 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $276,407 | 2,223 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $359,042 | 2,785 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $292,404 | 2,056 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $323,275 | 2,467 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $342,183 | 2,405 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $317,998 | 2,301 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $261,933 | 2,025 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $211,791 | 1,743 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||