Position in KMB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$585,952
+$90,579 QoQ
Shares Held
5,338
+4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#895
of 1,702 holders
Holding Since
Mar 2020
26 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, 2026MONTAG A & ASSOCIATES INC holds $12,927,693 across 8 Household & Personal Products names. KMB ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
68,914 | $10,105,548 | |
| 2 | CL |
Colgate Palmolive Co
|
15,063 | $1,380,975 | |
| 3 | KMB |
Kimberly Clark Corp
This page
|
5,338 | $585,952 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
4,030 | $390,426 | |
| 5 | KVUE |
Kenvue Inc.
|
10,156 | $194,081 | |
| 6 | UL |
Unilever PLC
|
2,310 | $138,877 | |
| 7 | CLX |
Clorox Co /De/
|
885 | $84,464 | |
| 8 | EL |
Estee Lauder Companies Inc
|
600 | $47,370 |
All Filings in KMB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,952 | 5,338 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $495,373 | 5,135 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $483,565 | 4,793 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $592,977 | 4,769 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $656,589 | 5,093 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $724,326 | 5,093 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $667,648 | 5,095 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $845,854 | 5,945 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $821,322 | 5,943 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $768,727 | 5,943 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $744,856 | 6,130 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $740,810 | 6,130 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $857,490 | 6,211 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $842,901 | 6,280 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $852,510 | 6,280 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $706,751 | 6,280 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $848,742 | 6,280 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $796,598 | 6,468 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $924,406 | 6,468 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $856,621 | 6,468 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $865,289 | 6,468 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $954,995 | 6,868 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $956,349 | 7,093 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,047,352 | 7,093 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,002,595 | 7,093 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $906,981 | 7,093 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||