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EP Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

EP Wealth 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
Q1 		$1.6M Sell
16,541
-1,843
-10% -$189K 0.01% 529
2025
Q4 		$1.85M Buy
+18,384
New +$2.01M 0.01% 463
2025
Q2 		$2.67M Sell
20,679
-13
-0.1% -$1.76K 0.02% 357
2025
Q1 		$2.94M Buy
20,692
+196
+1% +$26.4K 0.02% 301
2024
Q4 		$2.69M Sell
20,496
-316
-2% -$43.1K 0.02% 307
2024
Q3 		$2.96M Buy
20,812
+4,028
+24% +$571K 0.03% 289
2024
Q2 		$2.32M Buy
16,784
+354
+2% +$47.3K 0.02% 256
2024
Q1 		$2.13M Buy
16,430
+813
+5% +$99.8K 0.02% 252
2023
Q4 		$1.9M Buy
15,617
+2,997
+24% +$362K 0.02% 266
2023
Q3 		$1.53M Sell
12,620
-54,363
-81% -$7.02M 0.02% 268
2023
Q2 		$1.83M Buy
66,983
+59,243
+765% +$8.25M 0.03% 250
2023
Q1 		$3.09M Sell
7,740
-4,677
-38% -$607K 0.05% 183
2022
Q4 		$1.69M Sell
12,417
-391
-3% -$49.7K 0.03% 230
2022
Q3 		$1.44M Buy
12,808
+2,680
+26% +$349K 0.03% 208
2022
Q2 		$1.37M Buy
10,128
+1,609
+19% +$212K 0.03% 224
2022
Q1 		$1.05M Sell
8,519
-246
-3% -$32.5K 0.02% 268
2021
Q4 		$1.25M Buy
8,765
+2,294
+35% +$309K 0.03% 232
2021
Q3 		$857K Buy
6,471
+1,052
+19% +$143K 0.02% 263
2021
Q2 		$725K Buy
5,419
+23
+0.4% +$3.07K 0.02% 280
2021
Q1 		$750K Buy
5,396
+251
+5% +$33.3K 0.02% 263
2020
Q4 		$694K Sell
5,145
-412
-7% -$57.7K 0.02% 222
2020
Q3 		$821K Buy
5,557
+2
+0% +$300 0.04% 177
2020
Q2 		$785K Sell
5,555
-722
-12% -$99.7K 0.03% 200
2020
Q1 		$803K Buy
6,277
+1,448
+30% +$200K 0.04% 198
2019
Q4 		$664K Sell
4,829
-169
-3% -$22.9K 0.03% 239
2019
Q3 		$710K Buy
4,998
+81
+2% +$11.1K 0.04% 197
2019
Q2 		$655K Buy
+4,917
New +$634K 0.04% 171

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

EP Wealth Advisors's KMB Position: Q1 2026 in Review

EP Wealth Advisors reduced its Kimberly-Clark (KMB) stake by 10% in Q1 2026, selling an estimated $189K and leaving 16,541 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #529.

EP Wealth Advisors first reported a position in KMB in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.09M in Q1 2023. 1,642 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • EP Wealth Advisors held 16,541 shares of Kimberly-Clark worth $1.6M as of Q1 2026.
  • EP Wealth Advisors sold 1,843 Kimberly-Clark shares in Q1 2026, an estimated $189K.
  • Kimberly-Clark made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #529 holding.
  • EP Wealth Advisors first reported a position in Kimberly-Clark in Q2 2019 and has held it in 27 quarters since.
  • EP Wealth Advisors's Kimberly-Clark position peaked at $3.09M in Q1 2023.
  • 1,642 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.