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Beverly Hills Private Wealth’s Kimberly-Clark KMB Stock Holding History

Beverly Hills Private Wealth’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 		$304K Sell
2,765
-93
-3% -$9.22K 0.06% 197
2026
Q1 		$276K Buy
2,858
+140
+5% +$14.3K 0.05% 280
2025
Q4 		$274K Sell
2,718
-655
-19% -$71.6K 0.05% 274
2025
Q3 		$419K Buy
3,373
+92
+3% +$11.9K 0.07% 207
2025
Q2 		$423K Buy
3,281
+251
+8% +$34K 0.08% 202
2025
Q1 		$431K Buy
3,030
+170
+6% +$22.9K 0.09% 196
2024
Q4 		$375K Buy
2,860
+3
+0.1% +$409 0.08% 210
2024
Q3 		$407K Sell
2,857
-401
-12% -$56.9K 0.08% 214
2024
Q2 		$450K Sell
3,258
-316
-9% -$42.2K 0.1% 198
2024
Q1 		$462K Buy
3,574
+597
+20% +$73.3K 0.11% 205
2023
Q4 		$362K Sell
2,977
-630
-17% -$76.1K 0.09% 225
2023
Q3 		$436K Sell
3,607
-2,414
-40% -$312K 0.13% 168
2023
Q2 		$769K Buy
6,021
+1,717
+40% +$239K 0.13% 176
2023
Q1 		$578K Buy
4,304
+2,258
+110% +$293K 0.18% 129
2022
Q4 		$278K Buy
+2,046
New +$260K 0.12% 185

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

Beverly Hills Private Wealth's KMB Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Kimberly-Clark (KMB) stake by 3.3% in Q2 2026, selling an estimated $9.22K and leaving 2,765 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #197.

Beverly Hills Private Wealth first reported a position in KMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $769K in Q2 2023. 1,705 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Beverly Hills Private Wealth held 2,765 shares of Kimberly-Clark worth $304K as of Q2 2026.
  • Beverly Hills Private Wealth sold 93 Kimberly-Clark shares in Q2 2026, an estimated $9.22K.
  • Kimberly-Clark made up 0.06% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #197 holding.
  • Beverly Hills Private Wealth first reported a position in Kimberly-Clark in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Kimberly-Clark position peaked at $769K in Q2 2023.
  • 1,705 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.