Allen Wealth Management’s Kimberly-Clark KMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.64M Sell
16,849
-279
-2% -$29.8K 0.8% 25
2026
Q2
$1.88M Sell
17,128
-11
-0.1% -$1.09K 0.92% 24
2026
Q1
$1.65M Buy
17,139
+5,885
+52% +$602K 0.83% 27
2025
Q4
$1.14M Buy
+11,254
New +$1.23M 0.68% 29

Other funds holding KMB

Allen Wealth Management's KMB Position: Q3 2026 in Review

Allen Wealth Management reduced its Kimberly-Clark (KMB) stake by 1.6% in Q3 2026, selling an estimated $29.8K and leaving 16,849 shares worth $1.64M. The position accounts for 0.8% of the portfolio, ranked #25.

Allen Wealth Management first reported a position in KMB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.88M in Q2 2026. 663 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

  • Allen Wealth Management held 16,849 shares of Kimberly-Clark worth $1.64M as of Q3 2026.
  • Allen Wealth Management sold 279 Kimberly-Clark shares in Q3 2026, an estimated $29.8K.
  • Kimberly-Clark made up 0.8% of Allen Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Allen Wealth Management first reported a position in Kimberly-Clark in Q4 2025 and has held it in 4 quarters since.
  • Allen Wealth Management's Kimberly-Clark position peaked at $1.88M in Q2 2026.
  • 663 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.