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Gladstone Institutional Advisory’s Kimberly-Clark KMB Stock Holding History

Gladstone Institutional Advisory’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 		$407K Sell
3,704
-432
-10% -$42.8K 0.01% 655
2026
Q1 		$399K Buy
4,136
+731
+21% +$74.8K 0.01% 589
2025
Q4 		$344K Buy
3,405
+675
+25% +$73.8K 0.01% 601
2025
Q3 		$339K Sell
2,730
-51
-2% -$6.59K 0.01% 607
2025
Q2 		$359K Sell
2,781
-616
-18% -$83.5K 0.01% 574
2025
Q1 		$483K Buy
3,397
+323
+11% +$43.5K 0.02% 475
2024
Q4 		$403K Sell
3,074
-217
-7% -$29.6K 0.02% 521
2024
Q3 		$468K Buy
3,291
+779
+31% +$110K 0.02% 465
2024
Q2 		$347K Buy
2,512
+939
+60% +$125K 0.02% 508
2024
Q1 		$203K Sell
1,573
-351
-18% -$43.1K 0.01% 607
2023
Q4 		$234K Sell
1,924
-592
-24% -$71.6K 0.01% 584
2023
Q3 		$304K Sell
2,516
-9
-0.4% -$1.16K 0.02% 490
2023
Q2 		$349K Sell
2,525
-93
-4% -$12.9K 0.02% 483
2023
Q1 		$351K Sell
2,618
-168
-6% -$21.8K 0.02% 485
2022
Q4 		$378K Buy
2,786
+55
+2% +$6.99K 0.03% 453
2022
Q3 		$307K Buy
2,731
+88
+3% +$11.4K 0.02% 489
2022
Q2 		$357K Sell
2,643
-101
-4% -$13.3K 0.03% 471
2022
Q1 		$338K Buy
2,744
+276
+11% +$36.4K 0.02% 521
2021
Q4 		$353K Buy
2,468
+390
+19% +$52.5K 0.03% 443
2021
Q3 		$275K Buy
2,078
+73
+4% +$9.93K 0.03% 449
2021
Q2 		$268K Buy
2,005
+506
+34% +$67.5K 0.03% 427
2021
Q1 		$208K Buy
+1,499
New +$199K 0.03% 381

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 $3.37T AUM 44.26% 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

Gladstone Institutional Advisory's KMB Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Kimberly-Clark (KMB) stake by 10% in Q2 2026, selling an estimated $42.8K and leaving 3,704 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #655.

Gladstone Institutional Advisory first reported a position in KMB in Q1 2021 and has held it in 22 quarters since. The position peaked at $483K in Q1 2025. 1,713 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Gladstone Institutional Advisory held 3,704 shares of Kimberly-Clark worth $407K as of Q2 2026.
  • Gladstone Institutional Advisory sold 432 Kimberly-Clark shares in Q2 2026, an estimated $42.8K.
  • Kimberly-Clark made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #655 holding.
  • Gladstone Institutional Advisory first reported a position in Kimberly-Clark in Q1 2021 and has held it in 22 quarters since.
  • Gladstone Institutional Advisory's Kimberly-Clark position peaked at $483K in Q1 2025.
  • 1,713 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.