Capital Asset Advisory Services’s Kimberly-Clark KMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$394K Buy
+3,590
New +$356K 0.01% 239
2021
Q1
– Sell
-359
Closed -$49K – 1101
2020
Q4
$49K Buy
+359
New +$50.3K 0.01% 624

Other funds holding KMB

Capital Asset Advisory Services's KMB Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in Kimberly-Clark (KMB) in Q2 2026: 3,590 shares worth $394K. The stake represents 0.01% of the portfolio and ranks #239 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in KMB as recently as Q4 2020.

Capital Asset Advisory Services first reported a position in KMB in Q4 2020 and has held it in 2 quarters since. 1,716 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Capital Asset Advisory Services held 3,590 shares of Kimberly-Clark worth $394K as of Q2 2026.
  • Kimberly-Clark was a new Capital Asset Advisory Services position in Q2 2026.
  • Kimberly-Clark made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #239 holding.
  • Capital Asset Advisory Services first reported a position in Kimberly-Clark in Q4 2020 and has held it in 2 quarters since.
  • 1,716 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.