Beacon Investment Advisory Services’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $196K | Hold |
1,785
| – | – | 0.01% | 255 |
|
|
2026
Q1 | $172K | Sell |
1,785
-270
| -13% | -$27.6K | 0.01% | 266 |
|
|
2025
Q4 | $207K | Hold |
2,055
| – | – | 0.01% | 254 |
|
|
2025
Q3 | $255K | Buy |
2,055
+1
| +0% | +$129 | 0.01% | 225 |
|
|
2025
Q2 | $265K | Hold |
2,054
| – | – | 0.01% | 221 |
|
|
2025
Q1 | $292K | Buy |
2,054
+92
| +5% | +$12.4K | 0.01% | 204 |
|
|
2024
Q4 | $257K | Sell |
1,962
-35
| -2% | -$4.77K | 0.01% | 219 |
|
|
2024
Q3 | $284K | Buy |
1,997
+100
| +5% | +$14.2K | 0.01% | 224 |
|
|
2024
Q2 | $262K | Hold |
1,897
| – | – | 0.01% | 231 |
|
|
2024
Q1 | $245K | Hold |
1,897
| – | – | 0.01% | 241 |
|
|
2023
Q4 | $230K | Hold |
1,897
| – | – | 0.01% | 246 |
|
|
2023
Q3 | $229K | Sell |
1,897
-559
| -23% | -$72.2K | 0.01% | 252 |
|
|
2023
Q2 | $339K | Buy |
2,456
+16
| +0.7% | +$2.23K | 0.02% | 228 |
|
|
2023
Q1 | $328K | Hold |
2,440
| – | – | 0.02% | 221 |
|
|
2022
Q4 | $331K | Buy |
2,440
+154
| +7% | +$19.6K | 0.02% | 220 |
|
|
2022
Q3 | $257K | Sell |
2,286
-100
| -4% | -$13K | 0.01% | 245 |
|
|
2022
Q2 | $322K | Hold |
2,386
| – | – | 0.02% | 234 |
|
|
2022
Q1 | $294K | Hold |
2,386
| – | – | 0.01% | 253 |
|
|
2021
Q4 | $341K | Sell |
2,386
-600
| -20% | -$80.8K | 0.01% | 247 |
|
|
2021
Q3 | $395K | Buy |
2,986
+155
| +5% | +$21.1K | 0.02% | 225 |
|
|
2021
Q2 | $379K | Sell |
2,831
-1,328
| -32% | -$177K | 0.02% | 238 |
|
|
2021
Q1 | $578K | Sell |
4,159
-206
| -5% | -$27.3K | 0.03% | 189 |
|
|
2020
Q4 | $589K | Sell |
4,365
-233
| -5% | -$32.6K | 0.03% | 175 |
|
|
2020
Q3 | $679K | Sell |
4,598
-190
| -4% | -$28.5K | 0.04% | 160 |
|
|
2020
Q2 | $677K | Sell |
4,788
-975
| -17% | -$135K | 0.04% | 154 |
|
|
2020
Q1 | $737K | Sell |
5,763
-405
| -7% | -$56K | 0.05% | 144 |
|
|
2019
Q4 | $848K | Hold |
6,168
| – | – | 0.05% | 149 |
|
|
2019
Q3 | $876K | Sell |
6,168
-475
| -7% | -$65.3K | 0.09% | 119 |
|
|
2019
Q2 | $885K | Sell |
6,643
-4,800
| -42% | -$619K | 0.09% | 114 |
|
|
2019
Q1 | $1.42M | Sell |
11,443
-4,588
| -29% | -$533K | 0.15% | 96 |
|
|
2018
Q4 | $1.83M | Sell |
16,031
-400
| -2% | -$44.4K | 0.2% | 91 |
|
|
2018
Q3 | $1.87M | Sell |
16,431
-851
| -5% | -$95.4K | 0.18% | 94 |
|
|
2018
Q2 | $1.82M | Buy |
17,282
+3,396
| +24% | +$353K | 0.18% | 96 |
|
|
2018
Q1 | $1.53M | Sell |
13,886
-849
| -6% | -$96.7K | 0.16% | 101 |
|
|
2017
Q4 | $1.78M | Sell |
14,735
-3,405
| -19% | -$397K | 0.19% | 100 |
|
|
2017
Q3 | $2.13M | Buy |
18,140
+15,174
| +512% | +$1.85M | 0.18% | 102 |
|
|
2017
Q2 | $383K | Sell |
2,966
-31
| -1% | -$4.03K | 0.07% | 66 |
|
|
2017
Q1 | $394K | Hold |
2,997
| – | – | 0.08% | 55 |
|
|
2016
Q4 | $342K | Sell |
2,997
-954
| -24% | -$111K | 0.07% | 54 |
|
|
2016
Q3 | $498K | Buy |
3,951
+108
| +3% | +$14K | 0.11% | 32 |
|
|
2016
Q2 | $528K | Buy |
3,843
+151
| +4% | +$19.8K | 0.11% | 29 |
|
|
2016
Q1 | $497K | Sell |
3,692
-15
| -0.4% | -$1.95K | 0.11% | 26 |
|
|
2015
Q4 | $472K | Buy |
3,707
+711
| +24% | +$85.4K | 0.09% | 28 |
|
|
2015
Q3 | $327K | Sell |
2,996
-130
| -4% | -$14.3K | 0.06% | 41 |
|
|
2015
Q2 | $331K | Buy |
+3,126
| New | +$340K | 0.05% | 46 |
|
Other funds holding KMB
SP
SLAM
VF
WG
LCS
ABC
ORIO
Beacon Investment Advisory Services's KMB Position: Q2 2026 in Review
Beacon Investment Advisory Services held its Kimberly-Clark (KMB) position steady in Q2 2026 at 1,785 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #255.
Beacon Investment Advisory Services first reported a position in KMB in Q2 2015 and has held it in 45 quarters since. The position peaked at $2.13M in Q3 2017. 767 funds tracked by Wall St. Rank hold KMB as of Q2 2026.
- Beacon Investment Advisory Services held 1,785 shares of Kimberly-Clark worth $196K as of Q2 2026.
- Beacon Investment Advisory Services left its Kimberly-Clark share count unchanged in Q2 2026.
- Kimberly-Clark made up 0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #255 holding.
- Beacon Investment Advisory Services first reported a position in Kimberly-Clark in Q2 2015 and has held it in 45 quarters since.
- Beacon Investment Advisory Services's Kimberly-Clark position peaked at $2.13M in Q3 2017.
- 767 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.
Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.