Cassaday & Co Wealth Management
KMB icon

Cassaday & Co Wealth Management’s Kimberly-Clark KMB Stock Holding History

Cassaday & Co Wealth Management’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 		$156K Buy
1,603
+625
+64% +$66.7K ﹤0.01% 399
2026
Q2 		$107K Buy
978
+147
+18% +$14.6K ﹤0.01% 463
2026
Q1 		$80.2K Buy
+831
New +$85K ﹤0.01% 509

Other funds holding KMB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Cassaday & Co Wealth Management's KMB Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its Kimberly-Clark (KMB) stake by 64% in Q3 2026, buying an estimated $66.7K and bringing the position to 1,603 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Cassaday & Co Wealth Management first reported a position in KMB in Q1 2026 and has held it in 3 quarters since. 1,103 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

  • Cassaday & Co Wealth Management held 1,603 shares of Kimberly-Clark worth $156K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 625 Kimberly-Clark shares in Q3 2026, an estimated $66.7K.
  • Kimberly-Clark made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #399 holding.
  • Cassaday & Co Wealth Management first reported a position in Kimberly-Clark in Q1 2026 and has held it in 3 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.