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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
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 $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

Gladstone Institutional Advisory's KMB Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Kimberly-Clark (KMB) stake by 21% in Q1 2026, buying an estimated $74.8K and bringing the position to 4,136 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #589.

Gladstone Institutional Advisory first reported a position in KMB in Q1 2021 and has held it in 21 quarters since. The position peaked at $483K in Q1 2025. 1,643 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Gladstone Institutional Advisory held 4,136 shares of Kimberly-Clark worth $399K as of Q1 2026.
  • Gladstone Institutional Advisory bought 731 Kimberly-Clark shares in Q1 2026, an estimated $74.8K.
  • Kimberly-Clark made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #589 holding.
  • Gladstone Institutional Advisory first reported a position in Kimberly-Clark in Q1 2021 and has held it in 21 quarters since.
  • Gladstone Institutional Advisory's Kimberly-Clark position peaked at $483K in Q1 2025.
  • 1,643 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.