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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
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 $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

Beacon Financial Advisory's KMB Position: Q1 2026 in Review

Beacon Financial Advisory increased its Kimberly-Clark (KMB) stake by 3.4% in Q1 2026, buying an estimated $24.2K and bringing the position to 7,163 shares worth $691K. The position accounts for 0.16% of the portfolio, ranked #177.

Beacon Financial Advisory first reported a position in KMB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q1 2025. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Beacon Financial Advisory held 7,163 shares of Kimberly-Clark worth $691K as of Q1 2026.
  • Beacon Financial Advisory bought 236 Kimberly-Clark shares in Q1 2026, an estimated $24.2K.
  • Kimberly-Clark made up 0.16% of Beacon Financial Advisory's portfolio in Q1 2026, its #177 holding.
  • Beacon Financial Advisory first reported a position in Kimberly-Clark in Q1 2025 and has held it in 5 quarters since.
  • Beacon Financial Advisory's Kimberly-Clark position peaked at $1.03M in Q1 2025.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.