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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
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

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's KMB Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Kimberly-Clark (KMB) stake by 18% in Q2 2026, buying an estimated $14.6K and bringing the position to 978 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Cassaday & Co Wealth Management first reported a position in KMB in Q1 2026 and has held it in 2 quarters since. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Cassaday & Co Wealth Management held 978 shares of Kimberly-Clark worth $107K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 147 Kimberly-Clark shares in Q2 2026, an estimated $14.6K.
  • Kimberly-Clark made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #463 holding.
  • Cassaday & Co Wealth Management first reported a position in Kimberly-Clark in Q1 2026 and has held it in 2 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.