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Castle Rock Wealth Management’s Kimberly-Clark KMB Stock Holding History

Castle Rock 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 		$238K Buy
2,139
+24
+1% +$2.38K 0.05% 251
2026
Q1 		$203K Buy
2,115
+1
+0% +$102 0.04% 259
2025
Q4 		$212K Sell
2,114
-292
-12% -$31.9K 0.05% 255
2025
Q3 		$295K Hold
2,406
– – 0.07% 214
2025
Q2 		$306K Sell
2,406
-187
-7% -$25.4K 0.07% 204
2025
Q1 		$370K Sell
2,593
-275
-10% -$37.1K 0.1% 167
2024
Q4 		$380K Sell
2,868
-106
-4% -$14.5K 0.09% 170
2024
Q3 		$420K Sell
2,974
-16
-0.5% -$2.27K 0.1% 164
2024
Q2 		$412K Buy
2,990
+43
+1% +$5.74K 0.1% 164
2024
Q1 		$402K Buy
2,947
+44
+2% +$5.4K 0.11% 162
2023
Q4 		$354K Sell
2,903
-66
-2% -$7.98K 0.11% 165
2023
Q3 		$351K Buy
2,969
+159
+6% +$20.5K 0.12% 154
2023
Q2 		$387K Buy
2,810
+3
+0.1% +$418 0.13% 143
2023
Q1 		$404K Buy
2,807
+632
+29% +$82.1K 0.14% 140
2022
Q4 		$283K Buy
+2,175
New +$276K 0.13% 174
2022
Q3 		– Sell
-1,740
Closed -$236K – 208
2022
Q2 		$236K Buy
+1,740
New +$229K 0.12% 178
2021
Q1 		– Sell
-4,866
Closed -$643K – 255
2020
Q4 		$643K Buy
4,866
+1,586
+48% +$222K 0.27% 121
2020
Q3 		$487K Buy
3,280
+454
+16% +$68.2K 0.32% 108
2020
Q2 		$442K Buy
2,826
+1,293
+84% +$178K 0.26% 125
2020
Q1 		$209K Sell
1,533
-38
-2% -$5.26K 0.18% 117
2019
Q4 		$228K Sell
1,571
-1
-0.1% -$135 0.21% 143
2019
Q3 		$206K Sell
1,572
-121
-7% -$16.6K 0.21% 147
2019
Q2 		$224K Buy
+1,693
New +$218K 0.25% 125

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

Castle Rock Wealth Management's KMB Position: Q2 2026 in Review

Castle Rock Wealth Management increased its Kimberly-Clark (KMB) stake by 1.1% in Q2 2026, buying an estimated $2.38K and bringing the position to 2,139 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #251.

Castle Rock Wealth Management first reported a position in KMB in Q2 2019 and has held it in 23 quarters since. The position peaked at $643K in Q4 2020. 1,705 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Castle Rock Wealth Management held 2,139 shares of Kimberly-Clark worth $238K as of Q2 2026.
  • Castle Rock Wealth Management bought 24 Kimberly-Clark shares in Q2 2026, an estimated $2.38K.
  • Kimberly-Clark made up 0.05% of Castle Rock Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Castle Rock Wealth Management first reported a position in Kimberly-Clark in Q2 2019 and has held it in 23 quarters since.
  • Castle Rock Wealth Management's Kimberly-Clark position peaked at $643K in Q4 2020.
  • 1,705 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.