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 Q2	$721K	Buy	6,564 +36	+0.6%	+$3.57K	0.45%	36
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kagan Cocozza Asset Management's KMB Position: Q2 2026 in Review

Kagan Cocozza Asset Management increased its Kimberly-Clark (KMB) stake by 0.55% in Q2 2026, buying an estimated $3.57K and bringing the position to 6,564 shares worth $721K. The position accounts for 0.45% of the portfolio, ranked #36.

Kagan Cocozza Asset Management first reported a position in KMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $825K in Q1 2025. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

Kagan Cocozza Asset Management held 6,564 shares of Kimberly-Clark worth $721K as of Q2 2026.
Kagan Cocozza Asset Management bought 36 Kimberly-Clark shares in Q2 2026, an estimated $3.57K.
Kimberly-Clark made up 0.45% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #36 holding.
Kagan Cocozza Asset Management first reported a position in Kimberly-Clark in Q4 2024 and has held it in 7 quarters since.
Kagan Cocozza Asset Management's Kimberly-Clark position peaked at $825K in Q1 2025.
1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.