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Kingswood Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Kingswood Wealth 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
2026
Q2 		$790K Buy
7,201
+742
+11% +$73.5K 0.03% 475
2026
Q1 		$623K Buy
6,459
+2,508
+63% +$257K 0.03% 496
2025
Q4 		$399K Buy
3,951
+45
+1% +$4.92K 0.02% 594
2025
Q3 		$486K Buy
3,906
+1,568
+67% +$203K 0.03% 484
2025
Q2 		$301K Sell
2,338
-719
-24% -$97.5K 0.02% 568
2025
Q1 		$435K Sell
3,057
-1,060
-26% -$143K 0.04% 433
2024
Q4 		$540K Sell
4,117
-3,591
-47% -$490K 0.04% 417
2024
Q3 		$1.1M Buy
7,708
+2,356
+44% +$334K 0.08% 268
2024
Q2 		$740K Buy
5,352
+959
+22% +$128K 0.07% 298
2024
Q1 		$568K Sell
4,393
-2,963
-40% -$364K 0.07% 312
2023
Q4 		$894K Buy
7,356
+4,461
+154% +$539K 0.1% 215
2023
Q3 		$1.15M Buy
+2,895
New +$374K 0.2% 131

Other funds holding KMB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Kingswood Wealth Advisors's KMB Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Kimberly-Clark (KMB) stake by 11% in Q2 2026, buying an estimated $73.5K and bringing the position to 7,201 shares worth $790K. The position accounts for 0.03% of the portfolio, ranked #475.

Kingswood Wealth Advisors first reported a position in KMB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.15M in Q3 2023. 767 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Kingswood Wealth Advisors held 7,201 shares of Kimberly-Clark worth $790K as of Q2 2026.
  • Kingswood Wealth Advisors bought 742 Kimberly-Clark shares in Q2 2026, an estimated $73.5K.
  • Kimberly-Clark made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #475 holding.
  • Kingswood Wealth Advisors first reported a position in Kimberly-Clark in Q3 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's Kimberly-Clark position peaked at $1.15M in Q3 2023.
  • 767 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.