Caldwell Trust Co

Bank

Position in KMB — Kimberly Clark Corp

CIK 2080218 Venice, FL

Position in KMB

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$640,727

-$19,803 QoQ

Shares Held

5,837

-14.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#873

of 1,702 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Caldwell Trust Co holds $12,385,653 across 7 Household & Personal Products names. KMB ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PG	PROCTER & GAMBLE Co	58,205	$8,535,181
2	CHD	Church & Dwight Co Inc /De/	15,271	$1,479,454
3	CL	Colgate Palmolive Co	15,219	$1,395,277
4	KMB	Kimberly Clark Corp This page	5,837	$640,727
5	UL	Unilever PLC	4,497	$270,359
6	CLX	Clorox Co /De/	633	$60,413
7	KVUE	Kenvue Inc.	222	$4,242

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$640,727	5,837	-14.8%	Shares	Sole	2026-08-03
2026-03-31	$660,530	6,847	-10.8%	Shares	Sole	2026-04-22
2025-12-31	$774,532	7,677	-23.7%	Shares	Sole	2026-01-30
2025-09-30	$1,250,736	10,059	-2.3%	Shares	Sole	2025-10-23
2025-06-30	$1,327,489	10,297	-2.6%	Shares	Sole	2025-09-22
2025-03-31	$1,503,692	10,573	-6.8%	Shares	Sole	2025-09-23
2024-12-31	$1,486,255	11,342	-7.0%	Shares	Sole	2025-09-24
2024-09-30	$1,735,389	12,197	-4.4%	Shares	Sole	2025-09-24
2024-06-30	$1,763,708	12,762	+7.4%	Shares	Sole	2025-09-24
2024-03-31	$1,536,548	11,879	-11.7%	Shares	Sole	2025-09-24
2023-12-31	$1,633,944	13,447	-9.3%	Shares	Sole	2025-10-01
2023-09-30	$1,791,722	14,826	-4.6%	Shares	Sole	2025-10-01
2023-06-30	$2,146,556	15,548	-10.4%	Shares	Sole	2025-10-01
2023-03-31	$2,329,522	17,356	-4.2%	Shares	Sole	2025-10-01
2022-12-31	$2,458,839	18,113	-2.7%	Shares	Sole	2025-10-01
2022-09-30	$2,095,719	18,622	-2.3%	Shares	Sole	2025-10-01
2022-06-30	$2,575,823	19,059	-3.0%	Shares	Sole	2025-10-02
2022-03-31	$2,418,985	19,641	-0.4%	Shares	Sole	2025-10-02
2021-12-31	$2,819,525	19,728	-4.1%	Shares	Sole	2025-10-02
2021-09-30	$2,724,290	20,570	-7.2%	Shares	Sole	2025-10-02
2021-06-30	$2,965,635	22,168	+12.0%	Shares	Sole	2025-10-02
2021-03-31	$2,752,355	19,794	+14.7%	Shares	Sole	2025-10-02
2020-12-31	$2,326,896	17,258	+1.4%	Shares	Sole	2025-10-02
2020-09-30	$2,513,320	17,021	-6.4%	Shares	Sole	2025-10-02
2020-06-30	$2,571,580	18,193	-1.4%	Shares	Sole	2025-10-02
2020-03-31	$2,359,840	18,455	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.