CPL
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Capital & Planning LLC’s Kimberly-Clark KMB Stock Holding History

Capital & Planning LLC’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 		– Sell
-400
Closed -$38.6K – 100
2026
Q1 		$38.6K Buy
+400
New +$40.9K 0.02% 62
2025
Q1 		– Sell
-857
Closed -$112K – 110
2024
Q4 		$112K Buy
+857
New +$117K 0.08% 39

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

Capital & Planning LLC's KMB Position: Q2 2026 in Review

Capital & Planning LLC sold out of Kimberly-Clark (KMB) in Q2 2026, closing a stake of 400 shares — an estimated $38.6K sold.

Capital & Planning LLC first reported a position in KMB in Q4 2024 and held it in 2 quarters. The position peaked at $112K in Q4 2024. 1,716 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Capital & Planning LLC reported no remaining Kimberly-Clark position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 400 Kimberly-Clark shares in Q2 2026, an estimated $38.6K.
  • Capital & Planning LLC first reported a position in Kimberly-Clark in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Kimberly-Clark position peaked at $112K in Q4 2024.
  • 1,716 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.