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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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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: Q1 2026 in Review

Capital & Planning LLC opened a new position in Kimberly-Clark (KMB) in Q1 2026: 400 shares worth $38.6K. The stake represents 0.02% of the portfolio and ranks #62 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in KMB as recently as Q4 2024.

Capital & Planning LLC first reported a position in KMB in Q4 2024 and has held it in 2 quarters since. The position peaked at $112K in Q4 2024. 1,651 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Capital & Planning LLC held 400 shares of Kimberly-Clark worth $38.6K as of Q1 2026.
  • Kimberly-Clark was a new Capital & Planning LLC position in Q1 2026.
  • Kimberly-Clark made up 0.02% of Capital & Planning LLC's portfolio in Q1 2026, its #62 holding.
  • Capital & Planning LLC first reported a position in Kimberly-Clark in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's Kimberly-Clark position peaked at $112K in Q4 2024.
  • 1,651 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.