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Cape Investment Advisory’s Kimberly-Clark KMB Stock Holding History

Cape Investment Advisory’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 		$99.3K Buy
+905
New +$89.7K 0.03% 349
2026
Q1 		– Sell
-223
Closed -$22.5K – 737
2025
Q4 		$22.5K Buy
223
+220
+7,333% +$24.1K 0.01% 585
2025
Q3 		$373 Sell
3
-225
-99% -$29.1K ﹤0.01% 792
2025
Q2 		$29.4K Hold
228
– – 0.01% 450
2025
Q1 		$32.4K Sell
228
-200
-47% -$26.9K 0.01% 405
2024
Q4 		$56.1K Buy
428
+8
+2% +$1.09K 0.02% 318
2024
Q3 		$59.8K Sell
420
-56
-12% -$7.94K 0.02% 299
2024
Q2 		$65.8K Hold
476
– – 0.03% 263
2024
Q1 		$61.6K Hold
476
– – 0.03% 277
2023
Q4 		$57.8K Buy
476
+56
+13% +$6.77K 0.03% 326
2023
Q3 		$50.8K Hold
420
– – 0.03% 290
2023
Q2 		$58K Hold
420
– – 0.03% 265
2023
Q1 		$56.4K Buy
+420
New +$54.6K 0.03% 250

Other funds holding KMB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cape Investment Advisory's KMB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Kimberly-Clark (KMB) in Q2 2026: 905 shares worth $99.3K. The stake represents 0.03% of the portfolio and ranks #349 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in KMB as recently as Q4 2025.

Cape Investment Advisory first reported a position in KMB in Q1 2023 and has held it in 13 quarters since. 703 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Cape Investment Advisory held 905 shares of Kimberly-Clark worth $99.3K as of Q2 2026.
  • Kimberly-Clark was a new Cape Investment Advisory position in Q2 2026.
  • Kimberly-Clark made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #349 holding.
  • Cape Investment Advisory first reported a position in Kimberly-Clark in Q1 2023 and has held it in 13 quarters since.
  • 703 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.