DWM
KMB icon

Dakota Wealth Management’s Kimberly-Clark KMB Stock Holding History

Dakota 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
Q1 		$2.05M Sell
21,218
-561
-3% -$57.4K 0.04% 279
2025
Q4 		$2.2M Sell
21,779
-5,454
-20% -$597K 0.04% 277
2025
Q3 		$3.39M Buy
27,233
+6,417
+31% +$829K 0.07% 194
2025
Q2 		$2.68M Buy
20,816
+35
+0.2% +$4.75K 0.06% 225
2025
Q1 		$2.96M Sell
20,781
-241
-1% -$32.5K 0.07% 212
2024
Q4 		$2.76M Sell
21,022
-1,724
-8% -$235K 0.06% 222
2024
Q3 		$3.24M Buy
22,746
+1,578
+7% +$224K 0.07% 220
2024
Q2 		$2.93M Sell
21,168
-354
-2% -$47.3K 0.07% 225
2024
Q1 		$2.78M Buy
21,522
+2,454
+13% +$301K 0.07% 227
2023
Q4 		$2.32M Sell
19,068
-1,122
-6% -$136K 0.09% 207
2023
Q3 		$2.44M Buy
20,190
+1,243
+7% +$161K 0.11% 174
2023
Q2 		$2.62M Buy
18,947
+11,469
+153% +$1.6M 0.12% 151
2023
Q1 		$1M Sell
7,478
-7,437
-50% -$966K 0.07% 234
2022
Q4 		$2.02M Buy
14,915
+88
+0.6% +$11.2K 0.14% 150
2022
Q3 		$1.67M Buy
14,827
+12,429
+518% +$1.62M 0.14% 169
2022
Q2 		$324K Buy
2,398
+607
+34% +$80K 0.03% 362
2022
Q1 		$221K Sell
1,791
-15
-0.8% -$1.98K 0.02% 401
2021
Q4 		$258K Buy
+1,806
New +$243K 0.03% 322
2021
Q3 		– Sell
-1,829
Closed -$245K – 360
2021
Q2 		$245K Sell
1,829
-6,620
-78% -$883K 0.03% 301
2021
Q1 		$1.18M Buy
8,449
+6,571
+350% +$872K 0.15% 134
2020
Q4 		$253K Hold
1,878
– – 0.03% 278
2020
Q3 		$277K Buy
1,878
+352
+23% +$52.9K 0.04% 236
2020
Q2 		$216K Sell
1,526
-596
-28% -$82.3K 0.04% 248
2020
Q1 		$271K Sell
2,122
-196
-8% -$27.1K 0.06% 209
2019
Q4 		$319K Sell
2,318
-242
-9% -$32.7K 0.05% 236
2019
Q3 		$364K Buy
+2,560
New +$352K 0.06% 217
2019
Q2 		– Sell
-2,055
Closed -$255K – 299
2019
Q1 		$255K Sell
2,055
-300
-13% -$34.9K 0.05% 254
2018
Q4 		$268K Hold
2,355
– – 0.06% 231
2018
Q3 		$268K Buy
+2,355
New +$264K 0.06% 226

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dakota Wealth Management's KMB Position: Q1 2026 in Review

Dakota Wealth Management reduced its Kimberly-Clark (KMB) stake by 2.6% in Q1 2026, selling an estimated $57.4K and leaving 21,218 shares worth $2.05M. The position accounts for 0.04% of the portfolio, ranked #279.

Dakota Wealth Management first reported a position in KMB in Q3 2018 and has held it in 29 quarters since. The position peaked at $3.39M in Q3 2025. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Dakota Wealth Management held 21,218 shares of Kimberly-Clark worth $2.05M as of Q1 2026.
  • Dakota Wealth Management sold 561 Kimberly-Clark shares in Q1 2026, an estimated $57.4K.
  • Kimberly-Clark made up 0.04% of Dakota Wealth Management's portfolio in Q1 2026, its #279 holding.
  • Dakota Wealth Management first reported a position in Kimberly-Clark in Q3 2018 and has held it in 29 quarters since.
  • Dakota Wealth Management's Kimberly-Clark position peaked at $3.39M in Q3 2025.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.