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Jeppson Wealth Management’s Kimberly-Clark KMB Stock Holding History

Jeppson Wealth Management’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 		$1.05M Sell
9,555
-1,324
-12% -$131K 0.31% 75
2026
Q1 		$1.05M Buy
10,879
+683
+7% +$69.9K 0.33% 73
2025
Q4 		$1.03M Buy
10,196
+2,321
+29% +$254K 0.33% 71
2025
Q3 		$979K Sell
7,875
-166
-2% -$21.5K 0.31% 76
2025
Q2 		$1.04M Buy
8,041
+1
+0% +$136 0.36% 69
2025
Q1 		$1.14M Buy
8,040
+25
+0.3% +$3.37K 0.42% 63
2024
Q4 		$1.05M Sell
8,015
-175
-2% -$23.9K 0.38% 68
2024
Q3 		$1.17M Sell
8,190
-45
-0.5% -$6.38K 0.42% 66
2024
Q2 		$1.14M Sell
8,235
-91
-1% -$12.2K 0.43% 61
2024
Q1 		$1.08M Sell
8,326
-324
-4% -$39.8K 0.42% 64
2023
Q4 		$1.05M Sell
8,650
-546
-6% -$66K 0.44% 67
2023
Q3 		$1.11M Sell
9,196
-103
-1% -$13.3K 0.51% 52
2023
Q2 		$1.28M Sell
9,299
-475
-5% -$66.1K 0.56% 45
2023
Q1 		$1.31M Sell
9,774
-174
-2% -$22.6K 0.57% 42
2022
Q4 		$1.35M Sell
9,948
-790
-7% -$100K 0.57% 41
2022
Q3 		$1.21M Buy
10,738
+405
+4% +$52.7K 0.55% 41
2022
Q2 		$1.4M Buy
10,333
+6,306
+157% +$831K 0.6% 37
2022
Q1 		$495K Buy
+4,027
New +$531K 0.23% 98
2020
Q4 		– Sell
-846
Closed -$125K – 294
2020
Q3 		$125K Buy
+846
New +$127K 0.1% 153

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

Jeppson Wealth Management's KMB Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Kimberly-Clark (KMB) stake by 12% in Q2 2026, selling an estimated $131K and leaving 9,555 shares worth $1.05M. The position accounts for 0.31% of the portfolio, ranked #75.

Jeppson Wealth Management first reported a position in KMB in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.4M in Q2 2022. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Jeppson Wealth Management held 9,555 shares of Kimberly-Clark worth $1.05M as of Q2 2026.
  • Jeppson Wealth Management sold 1,324 Kimberly-Clark shares in Q2 2026, an estimated $131K.
  • Kimberly-Clark made up 0.31% of Jeppson Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Jeppson Wealth Management first reported a position in Kimberly-Clark in Q3 2020 and has held it in 19 quarters since.
  • Jeppson Wealth Management's Kimberly-Clark position peaked at $1.4M in Q2 2022.
  • 1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.