Beacon Financial Advisory
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Beacon Financial Advisory’s Kimberly-Clark KMB Stock Holding History

Beacon Financial Advisory’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 		$1.05M Buy
10,728
+3,549
+49% +$379K 0.2% 126
2026
Q2 		$788K Buy
7,179
+16
+0.2% +$1.59K 0.16% 173
2026
Q1 		$691K Buy
7,163
+236
+3% +$24.2K 0.16% 177
2025
Q4 		$699K Sell
6,927
-345
-5% -$37.7K 0.16% 166
2025
Q3 		$904K Sell
7,272
-101
-1% -$13.1K 0.21% 134
2025
Q2 		$951K Buy
7,373
+144
+2% +$19.5K 0.25% 109
2025
Q1 		$1.03M Buy
+7,229
New +$974K 0.31% 92

Other funds holding KMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 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

Beacon Financial Advisory's KMB Position: Q3 2026 in Review

Beacon Financial Advisory increased its Kimberly-Clark (KMB) stake by 49% in Q3 2026, buying an estimated $379K and bringing the position to 10,728 shares worth $1.05M. The position accounts for 0.2% of the portfolio, ranked #126.

Beacon Financial Advisory first reported a position in KMB in Q1 2025 and has held it in 7 quarters since. 941 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

  • Beacon Financial Advisory held 10,728 shares of Kimberly-Clark worth $1.05M as of Q3 2026.
  • Beacon Financial Advisory bought 3,549 Kimberly-Clark shares in Q3 2026, an estimated $379K.
  • Kimberly-Clark made up 0.2% of Beacon Financial Advisory's portfolio in Q3 2026, its #126 holding.
  • Beacon Financial Advisory first reported a position in Kimberly-Clark in Q1 2025 and has held it in 7 quarters since.
  • 941 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.