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Breakwater Capital Group’s Kimberly-Clark KMB Stock Holding History

Breakwater Capital 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
Q3 		$607K Buy
6,234
+1,135
+22% +$121K 0.07% 222
2026
Q2 		$560K Buy
5,099
+2,119
+71% +$210K 0.07% 231
2026
Q1 		$287K Buy
+2,980
New +$305K 0.04% 310

Other funds holding KMB

SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
SCM
Spring Capital Management Amarillo, Texas $208M AUM 11.98% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Breakwater Capital Group's KMB Position: Q3 2026 in Review

Breakwater Capital Group increased its Kimberly-Clark (KMB) stake by 22% in Q3 2026, buying an estimated $121K and bringing the position to 6,234 shares worth $607K. The position accounts for 0.07% of the portfolio, ranked #222.

Breakwater Capital Group first reported a position in KMB in Q1 2026 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

  • Breakwater Capital Group held 6,234 shares of Kimberly-Clark worth $607K as of Q3 2026.
  • Breakwater Capital Group bought 1,135 Kimberly-Clark shares in Q3 2026, an estimated $121K.
  • Kimberly-Clark made up 0.07% of Breakwater Capital Group's portfolio in Q3 2026, its #222 holding.
  • Breakwater Capital Group first reported a position in Kimberly-Clark in Q1 2026 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

Based on Breakwater Capital Group's 13F filing for Q3 2026, filed 9 Oct 2026.