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Arete Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Arete Wealth Advisors’s Portfolio KMB Stock Details KMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.27M Sell
13,151
-636
-5% -$65.1K 0.1% 199
2025
Q4 		$1.39M Buy
13,787
+9,393
+214% +$1.03M 0.08% 233
2025
Q3 		$546K Sell
4,394
-174
-4% -$22.5K 0.03% 413
2025
Q2 		$589K Sell
4,568
-23
-0.5% -$3.12K 0.04% 367
2025
Q1 		$653K Sell
4,591
-332
-7% -$44.7K 0.05% 323
2024
Q4 		$644K Buy
4,923
+2,257
+85% +$308K 0.05% 345
2024
Q3 		$380K Sell
2,666
-2,223
-45% -$315K 0.03% 452
2024
Q2 		$676K Buy
+4,889
New +$653K 0.06% 324
2024
Q1 		– Sell
-4,736
Closed -$575K – 565
2023
Q4 		$575K Sell
4,736
-240
-5% -$29K 0.04% 368
2023
Q3 		$601K Buy
4,976
+932
+23% +$120K 0.1% 206
2023
Q2 		$558K Sell
4,044
-545
-12% -$75.9K 0.05% 336
2023
Q1 		$616K Sell
4,589
-42
-0.9% -$5.46K 0.05% 295
2022
Q4 		$629M Sell
4,631
-324
-7% -$41.2K 0.06% 283
2022
Q3 		$558K Buy
+4,955
New +$644K 0.05% 277
2020
Q4 		– Sell
-1,380
Closed -$203K – 425
2020
Q3 		$203K Buy
+1,380
New +$207K 0.03% 357
2020
Q1 		– Sell
-1,532
Closed -$211K – 383
2019
Q4 		$211K Hold
1,532
– – 0.04% 362
2019
Q3 		$218K Hold
1,532
– – 0.04% 353
2019
Q2 		$204K Buy
+1,532
New +$198K 0.04% 368
2016
Q4 		– Sell
-8,295
Closed -$1.05M – 193
2016
Q3 		$1.05M Buy
8,295
+56
+0.7% +$7.24K 0.6% 37
2016
Q2 		$1.13M Buy
+8,239
New +$1.08M 0.71% 31

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arete Wealth Advisors's KMB Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Kimberly-Clark (KMB) stake by 4.6% in Q1 2026, selling an estimated $65.1K and leaving 13,151 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #199.

Arete Wealth Advisors first reported a position in KMB in Q2 2016 and has held it in 20 quarters since. The position peaked at $629M in Q4 2022. 1,642 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Arete Wealth Advisors held 13,151 shares of Kimberly-Clark worth $1.27M as of Q1 2026.
  • Arete Wealth Advisors sold 636 Kimberly-Clark shares in Q1 2026, an estimated $65.1K.
  • Kimberly-Clark made up 0.1% of Arete Wealth Advisors's portfolio in Q1 2026, its #199 holding.
  • Arete Wealth Advisors first reported a position in Kimberly-Clark in Q2 2016 and has held it in 20 quarters since.
  • Arete Wealth Advisors's Kimberly-Clark position peaked at $629M in Q4 2022.
  • 1,642 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.