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Kozak & Associates’s Kimberly-Clark KMB Stock Holding History

Kozak & Associates’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 		– Sell
-36
Closed -$3.57K – 427
2026
Q1 		$3.5K Hold
36
– – ﹤0.01% 338
2025
Q4 		$3.51K Buy
36
+1
+3% +$109 ﹤0.01% 335
2025
Q3 		$3.67K Buy
+35
New +$4.52K ﹤0.01% 341

Other funds holding KMB

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Kozak & Associates's KMB Position: Q2 2026 in Review

Kozak & Associates sold out of Kimberly-Clark (KMB) in Q2 2026, closing a stake of 36 shares — an estimated $3.57K sold.

Kozak & Associates first reported a position in KMB in Q3 2025 and held it in 3 quarters. The position peaked at $3.67K in Q3 2025. 677 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Kozak & Associates reported no remaining Kimberly-Clark position as of Q2 2026 after selling out during the quarter.
  • Kozak & Associates sold 36 Kimberly-Clark shares in Q2 2026, an estimated $3.57K.
  • Kozak & Associates first reported a position in Kimberly-Clark in Q3 2025 and held it in 3 quarters.
  • Kozak & Associates's Kimberly-Clark position peaked at $3.67K in Q3 2025.
  • 677 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.