Estate Planners Group’s Kimberly-Clark KMB Stock Holding History

Estate Planners Group’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	–	Sell	-714	Closed	-$72K	–	252
2025 Q4	$72K	Buy	+714	New	+$78.1K	0.03%	117

Other funds holding KMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Estate Planners Group's KMB Position: Q1 2026 in Review

Estate Planners Group sold out of Kimberly-Clark (KMB) in Q1 2026, closing a stake of 714 shares — an estimated $72K sold.

Estate Planners Group first reported a position in KMB in Q4 2025 and held it in 1 quarter. The position peaked at $72K in Q4 2025. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

Estate Planners Group reported no remaining Kimberly-Clark position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 714 Kimberly-Clark shares in Q1 2026, an estimated $72K.
Estate Planners Group first reported a position in Kimberly-Clark in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Kimberly-Clark position peaked at $72K in Q4 2025.
1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.