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Coastal Bridge Advisors’s Kimberly-Clark KMB Stock Holding History

Coastal Bridge Advisors’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 		– Sell
-1,995
Closed -$201K – 467
2025
Q4 		$201K Sell
1,995
-321
-14% -$35.1K 0.02% 440
2025
Q3 		$288K Sell
2,316
-43
-2% -$5.56K 0.02% 371
2025
Q2 		$304K Buy
2,359
+52
+2% +$7.05K 0.03% 354
2025
Q1 		$328K Buy
+2,307
New +$311K 0.03% 328
2022
Q4 		– Sell
-2,968
Closed -$334K – 184
2022
Q3 		$334K Buy
+2,968
New +$386K 0.09% 110

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

Coastal Bridge Advisors's KMB Position: Q1 2026 in Review

Coastal Bridge Advisors sold out of Kimberly-Clark (KMB) in Q1 2026, closing a stake of 1,995 shares — an estimated $201K sold.

Coastal Bridge Advisors first reported a position in KMB in Q3 2022 and held it in 5 quarters. The position peaked at $334K in Q3 2022. 1,654 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Coastal Bridge Advisors reported no remaining Kimberly-Clark position as of Q1 2026 after selling out during the quarter.
  • Coastal Bridge Advisors sold 1,995 Kimberly-Clark shares in Q1 2026, an estimated $201K.
  • Coastal Bridge Advisors first reported a position in Kimberly-Clark in Q3 2022 and held it in 5 quarters.
  • Coastal Bridge Advisors's Kimberly-Clark position peaked at $334K in Q3 2022.
  • 1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.