CWP
KMB icon

Concord Wealth Partners’s Kimberly-Clark KMB Stock Holding History

Concord Wealth Partners’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 		$75.1K Buy
+684
New +$67.8K 0.01% 315
2026
Q1 		– Sell
-684
Closed -$69K – 522
2025
Q4 		$69K Sell
684
-31
-4% -$3.39K 0.01% 293
2025
Q3 		$88.9K Hold
715
– – 0.01% 269
2025
Q2 		$92.2K Hold
715
– – 0.01% 276
2025
Q1 		$102K Hold
715
– – 0.02% 244
2024
Q4 		$93.7K Hold
715
– – 0.02% 255
2024
Q3 		$102K Sell
715
-1
-0.1% -$142 0.02% 260
2024
Q2 		$98.9K Sell
716
-63
-8% -$8.41K 0.02% 244
2024
Q1 		$101K Hold
779
– – 0.02% 271
2023
Q4 		$94.7K Sell
779
-1,097
-58% -$133K 0.02% 281
2023
Q3 		$227K Sell
1,876
-280
-13% -$36.2K 0.05% 186
2023
Q2 		$298K Buy
2,156
+668
+45% +$93K 0.06% 152
2023
Q1 		$200K Sell
1,488
-159
-10% -$20.7K 0.06% 166
2022
Q4 		$224K Buy
+1,647
New +$209K 0.07% 152
2022
Q3 		– Sell
-1,258
Closed -$170K – 679
2022
Q2 		$170K Sell
1,258
-57
-4% -$7.51K 0.05% 178
2022
Q1 		$162K Buy
1,315
+98
+8% +$12.9K 0.04% 213
2021
Q4 		$174K Buy
1,217
+583
+92% +$78.5K 0.04% 210
2021
Q3 		$84K Sell
634
-330
-34% -$44.9K 0.03% 153
2021
Q2 		$129K Buy
964
+192
+25% +$25.6K 0.04% 197
2021
Q1 		$107K Buy
772
+268
+53% +$35.6K 0.04% 205
2020
Q4 		$68K Buy
+504
New +$70.6K 0.05% 171

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

Concord Wealth Partners's KMB Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Kimberly-Clark (KMB) in Q2 2026: 684 shares worth $75.1K. The stake represents 0.01% of the portfolio and ranks #315 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in KMB as recently as Q4 2025.

Concord Wealth Partners first reported a position in KMB in Q4 2020 and has held it in 21 quarters since. The position peaked at $298K in Q2 2023. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Concord Wealth Partners held 684 shares of Kimberly-Clark worth $75.1K as of Q2 2026.
  • Kimberly-Clark was a new Concord Wealth Partners position in Q2 2026.
  • Kimberly-Clark made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #315 holding.
  • Concord Wealth Partners first reported a position in Kimberly-Clark in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's Kimberly-Clark position peaked at $298K in Q2 2023.
  • 1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.