LifeSteps Financial’s Kimberly-Clark KMB Stock Holding History

LifeSteps Financial’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	$277K	Hold	2,525	–	–	0.13%	83
2026 Q1	$244K	Hold	2,525	–	–	0.15%	82
2025 Q4	$255K	Hold	2,525	–	–	0.16%	78
2025 Q3	$314K	Hold	2,525	–	–	0.2%	74
2025 Q2	$326K	Hold	2,525	–	–	0.22%	69
2025 Q1	$359K	Hold	2,525	–	–	0.29%	57
2024 Q4	$331K	Hold	2,525	–	–	0.25%	58
2024 Q3	$359K	Hold	2,525	–	–	0.28%	56
2024 Q2	$349K	Hold	2,525	–	–	0.29%	56
2024 Q1	$327K	Hold	2,525	–	–	0.25%	59
2023 Q4	$307K	Hold	2,525	–	–	0.27%	58
2023 Q3	$305K	Sell	2,525 -160	-6%	-$20.7K	0.31%	52
2023 Q2	$371K	Hold	2,685	–	–	0.37%	48
2023 Q1	$360K	Hold	2,685	–	–	0.38%	48
2022 Q4	$364K	Buy	2,685 +752	+39%	+$95.5K	0.38%	47
2022 Q3	$218K	Sell	1,933 -175	-8%	-$22.8K	0.25%	70
2022 Q2	$285K	Hold	2,108	–	–	0.3%	58
2022 Q1	$260K	Sell	2,108 -50	-2%	-$6.6K	0.19%	73
2021 Q4	$308K	Hold	2,158	–	–	0.22%	65
2021 Q3	$286K	Sell	2,158 -30	-1%	-$4.08K	0.22%	68
2021 Q2	$293K	Hold	2,188	–	–	0.23%	67
2021 Q1	$304K	Hold	2,188	–	–	0.25%	66
2020 Q4	$295K	Hold	2,188	–	–	0.27%	57
2020 Q3	$323K	Hold	2,188	–	–	0.34%	50
2020 Q2	$309K	Hold	2,188	–	–	0.36%	50
2020 Q1	$280K	Hold	2,188	–	–	0.32%	58
2019 Q4	$301K	Buy	+2,188	New	+$296K	0.28%	65

Other funds holding KMB

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LifeSteps Financial's KMB Position: Q2 2026 in Review

LifeSteps Financial held its Kimberly-Clark (KMB) position steady in Q2 2026 at 2,525 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #83.

LifeSteps Financial first reported a position in KMB in Q4 2019 and has held it in 27 quarters since. The position peaked at $371K in Q2 2023. 689 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

LifeSteps Financial held 2,525 shares of Kimberly-Clark worth $277K as of Q2 2026.
LifeSteps Financial left its Kimberly-Clark share count unchanged in Q2 2026.
Kimberly-Clark made up 0.13% of LifeSteps Financial's portfolio in Q2 2026, its #83 holding.
LifeSteps Financial first reported a position in Kimberly-Clark in Q4 2019 and has held it in 27 quarters since.
LifeSteps Financial's Kimberly-Clark position peaked at $371K in Q2 2023.
689 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.