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Goldstone Financial Group’s Kimberly-Clark KMB Stock Holding History

Goldstone Financial 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 		$319K Sell
3,307
-880
-21% -$90.1K 0.03% 191
2025
Q4 		$422K Buy
4,187
+696
+20% +$76.1K 0.05% 173
2025
Q3 		$434K Buy
3,491
+413
+13% +$53.4K 0.05% 167
2025
Q2 		$407K Buy
3,078
+524
+21% +$71K 0.05% 170
2025
Q1 		$363K Buy
2,554
+23
+0.9% +$3.1K 0.06% 157
2024
Q4 		$332K Buy
+2,531
New +$345K 0.05% 156

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

Goldstone Financial Group's KMB Position: Q1 2026 in Review

Goldstone Financial Group reduced its Kimberly-Clark (KMB) stake by 21% in Q1 2026, selling an estimated $90.1K and leaving 3,307 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #191.

Goldstone Financial Group first reported a position in KMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $434K in Q3 2025. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Goldstone Financial Group held 3,307 shares of Kimberly-Clark worth $319K as of Q1 2026.
  • Goldstone Financial Group sold 880 Kimberly-Clark shares in Q1 2026, an estimated $90.1K.
  • Kimberly-Clark made up 0.03% of Goldstone Financial Group's portfolio in Q1 2026, its #191 holding.
  • Goldstone Financial Group first reported a position in Kimberly-Clark in Q4 2024 and has held it in 6 quarters since.
  • Goldstone Financial Group's Kimberly-Clark position peaked at $434K in Q3 2025.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.