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Beacon Pointe Advisors’s Kimberly-Clark KMB Stock Holding History

Beacon Pointe Advisors’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 		$4.28M Buy
44,344
+12,156
+38% +$1.24M 0.02% 510
2025
Q4 		$3.25M Sell
32,188
-895
-3% -$97.9K 0.02% 484
2025
Q3 		$4.11M Buy
33,083
+2,555
+8% +$330K 0.03% 397
2025
Q2 		$3.94M Sell
30,528
-10
-0% -$1.36K 0.04% 362
2025
Q1 		$4.34M Sell
30,538
-1,276
-4% -$172K 0.05% 322
2024
Q4 		$4.17M Sell
31,814
-13
-0% -$1.77K 0.05% 317
2024
Q3 		$4.53M Sell
31,827
-846
-3% -$120K 0.05% 314
2024
Q2 		$4.52M Sell
32,673
-2,040
-6% -$272K 0.05% 303
2024
Q1 		$4.49M Sell
34,713
-2,419
-7% -$297K 0.05% 312
2023
Q4 		$4.51M Sell
37,132
-10,284
-22% -$1.24M 0.05% 303
2023
Q3 		$5.73M Buy
47,416
+19,919
+72% +$2.57M 0.07% 240
2023
Q2 		$3.8M Sell
27,497
-11,638
-30% -$1.62M 0.06% 265
2023
Q1 		$5.25M Buy
39,135
+13,236
+51% +$1.72M 0.09% 210
2022
Q4 		$3.52M Buy
25,899
+5,357
+26% +$681K 0.07% 253
2022
Q3 		$2.32M Sell
20,542
-1,693
-8% -$220K 0.05% 287
2022
Q2 		$3M Sell
22,235
-12,309
-36% -$1.62M 0.06% 258
2022
Q1 		$4.25M Buy
34,544
+13,774
+66% +$1.82M 0.06% 279
2021
Q4 		$2.97M Buy
20,770
+1,860
+10% +$250K 0.08% 199
2021
Q3 		$2.5M Buy
18,910
+6,735
+55% +$916K 0.06% 252
2021
Q2 		$1.63M Buy
12,175
+4,516
+59% +$602K 0.06% 252
2021
Q1 		$1.07M Buy
7,659
+438
+6% +$58.1K 0.07% 204
2020
Q4 		$971K Sell
7,221
-570
-7% -$79.8K 0.07% 198
2020
Q3 		$1.15M Buy
7,791
+604
+8% +$90.7K 0.11% 153
2020
Q2 		$1.02M Sell
7,187
-737
-9% -$102K 0.1% 166
2020
Q1 		$1.01M Buy
7,924
+4,128
+109% +$571K 0.16% 129
2019
Q4 		$524K Buy
3,796
+989
+35% +$134K 0.16% 125
2019
Q3 		$399K Sell
2,807
-137
-5% -$18.8K 0.17% 114
2019
Q2 		$388K Sell
2,944
-611
-17% -$78.8K 0.14% 138
2019
Q1 		$440K Buy
3,555
+560
+19% +$65.1K 0.17% 120
2018
Q4 		$343K Buy
+2,995
New +$332K 0.21% 115

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 Pointe Advisors's KMB Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Kimberly-Clark (KMB) stake by 38% in Q1 2026, buying an estimated $1.24M and bringing the position to 44,344 shares worth $4.28M. The position accounts for 0.02% of the portfolio, ranked #510.

Beacon Pointe Advisors first reported a position in KMB in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.73M in Q3 2023. 1,642 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Beacon Pointe Advisors held 44,344 shares of Kimberly-Clark worth $4.28M as of Q1 2026.
  • Beacon Pointe Advisors bought 12,156 Kimberly-Clark shares in Q1 2026, an estimated $1.24M.
  • Kimberly-Clark made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #510 holding.
  • Beacon Pointe Advisors first reported a position in Kimberly-Clark in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's Kimberly-Clark position peaked at $5.73M in Q3 2023.
  • 1,642 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.