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 Q3	$640K	Buy	6,573 +9	+0.1%	+$961	0.4%	40
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

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Kagan Cocozza Asset Management's KMB Position: Q3 2026 in Review

Kagan Cocozza Asset Management increased its Kimberly-Clark (KMB) stake by 0.14% in Q3 2026, buying an estimated $961 and bringing the position to 6,573 shares worth $640K. The position accounts for 0.4% of the portfolio, ranked #40.

Kagan Cocozza Asset Management first reported a position in KMB in Q4 2024 and has held it in 8 quarters since. The position peaked at $825K in Q1 2025. 333 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

Kagan Cocozza Asset Management held 6,573 shares of Kimberly-Clark worth $640K as of Q3 2026.
Kagan Cocozza Asset Management bought 9 Kimberly-Clark shares in Q3 2026, an estimated $961.
Kimberly-Clark made up 0.4% of Kagan Cocozza Asset Management's portfolio in Q3 2026, its #40 holding.
Kagan Cocozza Asset Management first reported a position in Kimberly-Clark in Q4 2024 and has held it in 8 quarters since.
Kagan Cocozza Asset Management's Kimberly-Clark position peaked at $825K in Q1 2025.
333 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.