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

Cyndeo 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 		$497K Buy
4,524
+361
+9% +$35.8K 0.02% 351
2026
Q1 		$402K Sell
4,163
-336
-7% -$34.4K 0.02% 359
2025
Q4 		$454K Sell
4,499
-386
-8% -$42.2K 0.02% 331
2025
Q3 		$607K Sell
4,885
-505
-9% -$65.3K 0.03% 287
2025
Q2 		$695K Sell
5,390
-21
-0.4% -$2.85K 0.04% 269
2025
Q1 		$769K Sell
5,411
-2
-0% -$269 0.05% 246
2024
Q4 		$709K Buy
5,413
+116
+2% +$15.8K 0.05% 255
2024
Q3 		$754K Buy
5,297
+241
+5% +$34.2K 0.05% 251
2024
Q2 		$699K Buy
5,056
+498
+11% +$66.5K 0.05% 242
2024
Q1 		$590K Sell
4,558
-26
-0.6% -$3.19K 0.05% 245
2023
Q4 		$557K Buy
4,584
+142
+3% +$17.2K 0.05% 237
2023
Q3 		$537K Buy
4,442
+8
+0.2% +$1.03K 0.06% 217
2023
Q2 		$612K Sell
4,434
-138
-3% -$19.2K 0.06% 200
2023
Q1 		$614K Sell
4,572
-632
-12% -$82.1K 0.07% 200
2022
Q4 		$706K Buy
+5,204
New +$661K 0.08% 188

Other funds holding KMB

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its Kimberly-Clark (KMB) stake by 8.7% in Q2 2026, buying an estimated $35.8K and bringing the position to 4,524 shares worth $497K. The position accounts for 0.02% of the portfolio, ranked #351.

Cyndeo Wealth Partners first reported a position in KMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $769K in Q1 2025. 361 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Cyndeo Wealth Partners held 4,524 shares of Kimberly-Clark worth $497K as of Q2 2026.
  • Cyndeo Wealth Partners bought 361 Kimberly-Clark shares in Q2 2026, an estimated $35.8K.
  • Kimberly-Clark made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #351 holding.
  • Cyndeo Wealth Partners first reported a position in Kimberly-Clark in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Kimberly-Clark position peaked at $769K in Q1 2025.
  • 361 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.