Concurrent Investment Advisors, LLC

Position in KMB — Kimberly Clark Corp

CIK 2001015 Tampa, FL

Position in KMB

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

Position Value

$2,357,200

+$248,656 QoQ

Shares Held

21,474

-1.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#478

of 1,702 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $40,941,759 across 9 Household & Personal Products names. KMB ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	186,683	$27,375,194
2	CL	Colgate Palmolive Co	48,067	$4,406,781
3	UL	Unilever PLC	64,207	$3,860,123
4	KMB	Kimberly Clark Corp This page	21,474	$2,357,200
5	CLX	Clorox Co /De/	11,309	$1,079,330
6	CHD	Church & Dwight Co Inc /De/	9,356	$906,408
7	EL	Estee Lauder Companies Inc	4,944	$390,328
8	KVUE	Kenvue Inc.	15,528	$296,739

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,357,200	21,474	-1.8%	Shares	Sole	2026-07-27
2026-03-31	$2,108,544	21,857	+8.6%	Shares	Sole	2026-04-21
2025-12-31	$2,030,107	20,122	+57.4%	Shares	Sole	2026-01-29
2025-09-30	$1,589,438	12,783	+3.5%	Shares	Sole	2025-10-27
2025-06-30	$1,592,806	12,355	+14.8%	Shares	Sole	2025-07-25
2025-03-31	$1,530,856	10,764	-0.7%	Shares	Sole	2025-04-29
2024-12-31	$1,420,211	10,838	-10.5%	Shares	Sole	2025-02-03
2024-09-30	$1,722,299	12,105	+3.4%	Shares	Sole	2024-10-30
2024-06-30	$1,617,354	11,703	+66.2%	Shares	Sole	2024-07-30
2024-03-31	$910,882	7,042	-20.9%	Shares	Sole	2024-05-07
2023-12-31	$1,082,046	8,905	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.