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Kagan Cocozza Asset Management’s Kimberly-Clark KMB Stock Holding History

Kagan Cocozza Asset 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
Q1 		$630K Buy
6,528
+437
+7% +$44.7K 0.44% 40
2025
Q4 		$615K Buy
6,091
+413
+7% +$45.2K 0.44% 40
2025
Q3 		$706K Sell
5,678
-29
-0.5% -$3.75K 0.53% 36
2025
Q2 		$736K Sell
5,707
-94
-2% -$12.7K 0.56% 34
2025
Q1 		$825K Buy
5,801
+28
+0.5% +$3.77K 0.67% 32
2024
Q4 		$756K Buy
+5,773
New +$787K 0.63% 32

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

Kagan Cocozza Asset Management's KMB Position: Q1 2026 in Review

Kagan Cocozza Asset Management increased its Kimberly-Clark (KMB) stake by 7.2% in Q1 2026, buying an estimated $44.7K and bringing the position to 6,528 shares worth $630K. The position accounts for 0.44% of the portfolio, ranked #40.

Kagan Cocozza Asset Management first reported a position in KMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $825K in Q1 2025. 1,641 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Kagan Cocozza Asset Management held 6,528 shares of Kimberly-Clark worth $630K as of Q1 2026.
  • Kagan Cocozza Asset Management bought 437 Kimberly-Clark shares in Q1 2026, an estimated $44.7K.
  • Kimberly-Clark made up 0.44% of Kagan Cocozza Asset Management's portfolio in Q1 2026, its #40 holding.
  • Kagan Cocozza Asset Management first reported a position in Kimberly-Clark in Q4 2024 and has held it in 6 quarters since.
  • Kagan Cocozza Asset Management's Kimberly-Clark position peaked at $825K in Q1 2025.
  • 1,641 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.