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Kapstone Financial Advisors’s Kimberly-Clark KMB Stock Holding History

Kapstone Financial Advisors’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
2025
Q4 		– Sell
-2,071
Closed -$258K – 135
2025
Q3 		$258K Hold
2,071
– – 0.12% 96
2025
Q2 		$267K Sell
2,071
-36
-2% -$4.88K 0.13% 87
2025
Q1 		$300K Sell
2,107
-395
-16% -$53.2K 0.17% 77
2024
Q4 		$324K Sell
2,502
-15
-0.6% -$2.04K 0.17% 72
2024
Q3 		$359K Sell
2,517
-136
-5% -$19.3K 0.22% 70
2024
Q2 		$367K Buy
2,653
+218
+9% +$29.1K 0.24% 69
2024
Q1 		$315K Hold
2,435
– – 0.21% 81
2023
Q4 		$293K Buy
2,435
+34
+1% +$4.11K 0.23% 77
2023
Q3 		$290K Buy
2,401
+8
+0.3% +$1.03K 0.26% 69
2023
Q2 		$309K Sell
2,393
-100
-4% -$13.9K 0.26% 70
2023
Q1 		$343K Hold
2,493
– – 0.31% 67
2022
Q4 		$325K Buy
+2,493
New +$317K 0.3% 67

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kapstone Financial Advisors's KMB Position: Q4 2025 in Review

Kapstone Financial Advisors sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 2,071 shares — an estimated $258K sold.

Kapstone Financial Advisors first reported a position in KMB in Q4 2022 and held it in 12 quarters. The position peaked at $367K in Q2 2024. 1,677 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • Kapstone Financial Advisors reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • Kapstone Financial Advisors sold 2,071 Kimberly-Clark shares in Q4 2025, an estimated $258K.
  • Kapstone Financial Advisors first reported a position in Kimberly-Clark in Q4 2022 and held it in 12 quarters.
  • Kapstone Financial Advisors's Kimberly-Clark position peaked at $367K in Q2 2024.
  • 1,677 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on Kapstone Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.