BFG
KMB icon

Berger Financial Group’s Kimberly-Clark KMB Stock Holding History

Berger Financial Group’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 		$215K Buy
+1,960
New +$194K 0.01% 455
2025
Q4 		– Sell
-2,025
Closed -$252K – 481
2025
Q3 		$252K Sell
2,025
-174
-8% -$22.5K 0.02% 384
2025
Q2 		$283K Sell
2,199
-62
-3% -$8.41K 0.02% 348
2025
Q1 		$322K Sell
2,261
-481
-18% -$64.8K 0.02% 323
2024
Q4 		$359K Sell
2,742
-255
-9% -$34.8K 0.02% 300
2024
Q3 		$426K Sell
2,997
-130
-4% -$18.4K 0.03% 251
2024
Q2 		$432K Sell
3,127
-257
-8% -$34.3K 0.03% 231
2024
Q1 		$438K Sell
3,384
-33,548
-91% -$4.12M 0.04% 223
2023
Q4 		$4.49M Sell
36,932
-218
-0.6% -$26.4K 0.46% 65
2023
Q3 		$4.49M Buy
37,150
+568
+2% +$73.4K 0.52% 59
2023
Q2 		$5.05M Sell
36,582
-1,373
-4% -$191K 0.57% 40
2023
Q1 		$5.09M Sell
37,955
-271
-0.7% -$35.2K 0.61% 36
2022
Q4 		$5.19M Buy
38,226
+1,008
+3% +$128K 0.68% 44
2022
Q3 		$4.19M Buy
37,218
+1,036
+3% +$135K 0.62% 45
2022
Q2 		$4.89M Buy
36,182
+309
+0.9% +$40.7K 0.71% 38
2022
Q1 		$4.42M Buy
35,873
+32,891
+1,103% +$4.34M 0.56% 55
2021
Q4 		$426K Buy
+2,982
New +$401K 0.06% 168

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 $3.38T AUM 44.17% 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

Berger Financial Group's KMB Position: Q2 2026 in Review

Berger Financial Group opened a new position in Kimberly-Clark (KMB) in Q2 2026: 1,960 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #455 among its holdings. This is a return to the name: Berger Financial Group previously reported a position in KMB as recently as Q3 2025.

Berger Financial Group first reported a position in KMB in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.19M in Q4 2022. 1,716 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Berger Financial Group held 1,960 shares of Kimberly-Clark worth $215K as of Q2 2026.
  • Kimberly-Clark was a new Berger Financial Group position in Q2 2026.
  • Kimberly-Clark made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #455 holding.
  • Berger Financial Group first reported a position in Kimberly-Clark in Q4 2021 and has held it in 17 quarters since.
  • Berger Financial Group's Kimberly-Clark position peaked at $5.19M in Q4 2022.
  • 1,716 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.