DWM
KMB icon

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

Dogwood 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
Q2 		$1.43K Buy
+13
New +$1.29K ﹤0.01% 719
2026
Q1 		– Sell
-10
Closed -$1.01K – 890
2025
Q4 		$1.01K Sell
10
-15
-60% -$1.64K ﹤0.01% 627
2025
Q3 		$3.14K Buy
25
+24
+2,400% +$3.1K ﹤0.01% 466
2025
Q2 		$131 Sell
1
-1
-50% -$136 ﹤0.01% 674
2025
Q1 		$284 Buy
+2
New +$269 ﹤0.01% 502
2024
Q3 		– Hold
0
– – – 302
2024
Q2 		– Hold
0
– – – 338
2024
Q1 		– Hold
0
– – – 353
2023
Q4 		– Hold
0
– – – 315

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's KMB Position: Q2 2026 in Review

Dogwood Wealth Management opened a new position in Kimberly-Clark (KMB) in Q2 2026: 13 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: Dogwood Wealth Management previously reported a position in KMB as recently as Q4 2025.

Dogwood Wealth Management first reported a position in KMB in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.14K in Q3 2025. 1,716 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Dogwood Wealth Management held 13 shares of Kimberly-Clark worth $1.43K as of Q2 2026.
  • Kimberly-Clark was a new Dogwood Wealth Management position in Q2 2026.
  • Kimberly-Clark made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #719 holding.
  • Dogwood Wealth Management first reported a position in Kimberly-Clark in Q1 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Kimberly-Clark position peaked at $3.14K in Q3 2025.
  • 1,716 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.