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Concurrent Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Concurrent Investment 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
Q2 		$2.36M Sell
21,474
-383
-2% -$38K 0.02% 671
2026
Q1 		$2.11M Buy
21,857
+1,735
+9% +$178K 0.02% 596
2025
Q4 		$2.03M Buy
20,122
+7,339
+57% +$803K 0.02% 570
2025
Q3 		$1.59M Buy
12,783
+428
+3% +$55.3K 0.03% 520
2025
Q2 		$1.59M Buy
12,355
+1,591
+15% +$216K 0.03% 487
2025
Q1 		$1.53M Sell
10,764
-74
-0.7% -$9.97K 0.04% 424
2024
Q4 		$1.42M Sell
10,838
-1,267
-10% -$173K 0.04% 407
2024
Q3 		$1.72M Buy
12,105
+402
+3% +$57K 0.05% 351
2024
Q2 		$1.62M Buy
11,703
+4,661
+66% +$623K 0.05% 328
2024
Q1 		$911K Sell
7,042
-1,863
-21% -$229K 0.04% 388
2023
Q4 		$1.08M Buy
+8,905
New +$1.08M 0.05% 324

Other funds holding KMB

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Concurrent Investment Advisors's KMB Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Kimberly-Clark (KMB) stake by 1.8% in Q2 2026, selling an estimated $38K and leaving 21,474 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #671.

Concurrent Investment Advisors first reported a position in KMB in Q4 2023 and has held it in 11 quarters since. 522 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Concurrent Investment Advisors held 21,474 shares of Kimberly-Clark worth $2.36M as of Q2 2026.
  • Concurrent Investment Advisors sold 383 Kimberly-Clark shares in Q2 2026, an estimated $38K.
  • Kimberly-Clark made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #671 holding.
  • Concurrent Investment Advisors first reported a position in Kimberly-Clark in Q4 2023 and has held it in 11 quarters since.
  • 522 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.