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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beacon Financial Advisory's KMB Position: Q2 2026 in Review

Beacon Financial Advisory increased its Kimberly-Clark (KMB) stake by 0.22% in Q2 2026, buying an estimated $1.59K and bringing the position to 7,179 shares worth $788K. The position accounts for 0.16% of the portfolio, ranked #173.

Beacon Financial Advisory first reported a position in KMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03M in Q1 2025. 1,713 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Beacon Financial Advisory held 7,179 shares of Kimberly-Clark worth $788K as of Q2 2026.
  • Beacon Financial Advisory bought 16 Kimberly-Clark shares in Q2 2026, an estimated $1.59K.
  • Kimberly-Clark made up 0.16% of Beacon Financial Advisory's portfolio in Q2 2026, its #173 holding.
  • Beacon Financial Advisory first reported a position in Kimberly-Clark in Q1 2025 and has held it in 6 quarters since.
  • Beacon Financial Advisory's Kimberly-Clark position peaked at $1.03M in Q1 2025.
  • 1,713 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.