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

Avaii Wealth Management’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
Q3 		$1.07M Sell
11,335
-194
-2% -$20.7K 0.31% 43
2026
Q2 		$1.27M Sell
11,529
-1
-0% -$99 0.37% 41
2026
Q1 		$1.11M Hold
11,530
– – 0.39% 33
2025
Q4 		$1.16M Buy
11,530
+46
+0.4% +$5.03K 0.42% 32
2025
Q3 		$1.43M Buy
11,484
+642
+6% +$83K 0.54% 26
2025
Q2 		$1.4M Hold
10,842
– – 0.62% 22
2025
Q1 		$1.54M Hold
10,842
– – 0.82% 20
2024
Q4 		$1.42M Sell
10,842
-511
-5% -$69.7K 0.7% 22
2024
Q3 		$1.62M Sell
11,353
-61
-0.5% -$8.65K 0.82% 20
2024
Q2 		$1.58M Sell
11,414
-124
-1% -$16.6K 0.87% 23
2024
Q1 		$1.49M Sell
11,538
-238
-2% -$29.2K 0.88% 21
2023
Q4 		$1.43M Buy
11,776
+232
+2% +$28K 0.93% 15
2023
Q3 		$1.4M Sell
11,544
-82
-0.7% -$10.6K 1.06% 16
2023
Q2 		$1.61M Buy
11,626
+82
+0.7% +$11.4K 1.23% 14
2023
Q1 		$1.55M Buy
11,544
+1,000
+9% +$130K 1.35% 16
2022
Q4 		$1.43M Sell
10,544
-17
-0.2% -$2.16K 1.28% 18
2022
Q3 		$1.19M Sell
10,561
-284
-3% -$36.9K 1.24% 17
2022
Q2 		$1.46M Sell
10,845
-400
-4% -$52.7K 1.57% 13
2022
Q1 		$1.38M Sell
11,245
-521
-4% -$68.8K 1.28% 14
2021
Q4 		$1.68M Buy
+11,766
New +$1.58M 1.69% 12

Other funds holding KMB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

Avaii Wealth Management reduced its Kimberly-Clark (KMB) stake by 1.7% in Q3 2026, selling an estimated $20.7K and leaving 11,335 shares worth $1.07M. The position accounts for 0.31% of the portfolio, ranked #43.

Avaii Wealth Management first reported a position in KMB in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.68M in Q4 2021. 852 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

  • Avaii Wealth Management held 11,335 shares of Kimberly-Clark worth $1.07M as of Q3 2026.
  • Avaii Wealth Management sold 194 Kimberly-Clark shares in Q3 2026, an estimated $20.7K.
  • Kimberly-Clark made up 0.31% of Avaii Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Avaii Wealth Management first reported a position in Kimberly-Clark in Q4 2021 and has held it in 20 quarters since.
  • Avaii Wealth Management's Kimberly-Clark position peaked at $1.68M in Q4 2021.
  • 852 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.