Mark Sheptoff Financial Planning’s Kimberly-Clark KMB Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	$9.72K	Hold	100	–	–	0.01%	348
2025 Q4	$10.1K	Sell	100 -3,000	-97%	-$328K	﹤0.01%	349
2025 Q3	$385K	Sell	3,100 -100	-3%	-$12.9K	0.18%	69
2025 Q2	$413K	Hold	3,200	–	–	0.22%	63
2025 Q1	$455K	Hold	3,200	–	–	0.25%	59
2024 Q4	$419K	Hold	3,200	–	–	0.23%	63
2024 Q3	$455K	Hold	3,200	–	–	0.24%	57
2024 Q2	$442K	Sell	3,200 -67	-2%	-$8.95K	0.25%	59
2024 Q1	$423K	Hold	3,267	–	–	0.23%	61
2023 Q4	$397K	Hold	3,267	–	–	0.24%	57
2023 Q3	$395K	Hold	3,267	–	–	0.25%	54
2023 Q2	$451K	Hold	3,267	–	–	0.26%	56
2023 Q1	$438K	Sell	3,267 -22	-0.7%	-$2.86K	0.25%	61
2022 Q4	$446K	Buy	3,289 +22	+0.7%	+$2.79K	0.26%	59
2022 Q3	$368K	Sell	3,267 -7	-0.2%	-$910	0.22%	64
2022 Q2	$442K	Hold	3,274	–	–	0.25%	65
2022 Q1	$403K	Buy	3,274 +200	+7%	+$26.4K	0.2%	71
2021 Q4	$439K	Buy	3,074 +7	+0.2%	+$942	0.21%	71
2021 Q3	$406K	Hold	3,067	–	–	0.22%	67
2021 Q2	$410K	Hold	3,067	–	–	0.22%	70
2021 Q1	$426K	Sell	3,067 -67	-2%	-$8.89K	0.24%	65
2020 Q4	$423K	Hold	3,134	–	–	0.24%	63
2020 Q3	$463K	Hold	3,134	–	–	0.28%	56
2020 Q2	$443K	Hold	3,134	–	–	0.29%	55
2020 Q1	$401K	Hold	3,134	–	–	0.3%	52
2019 Q4	$431K	Hold	3,134	–	–	0.27%	61
2019 Q3	$445K	Hold	3,134	–	–	0.3%	55
2019 Q2	$418K	Hold	3,134	–	–	0.29%	62
2019 Q1	$388K	Hold	3,134	–	–	0.28%	67
2018 Q4	$357K	Hold	3,134	–	–	0.3%	63
2018 Q3	$356K	Hold	3,134	–	–	0.24%	75
2018 Q2	$330K	Hold	3,134	–	–	0.24%	79
2018 Q1	$345K	Sell	3,134 -66	-2%	-$7.51K	0.24%	80
2017 Q4	$386K	Sell	3,200 -350	-10%	-$40.8K	0.25%	78
2017 Q3	$418K	Sell	3,550 -360	-9%	-$44K	0.28%	73
2017 Q2	$505K	Buy	3,910 +99	+3%	+$12.9K	0.35%	65
2017 Q1	$502K	Buy	3,811 +1,001	+36%	+$126K	0.36%	66
2016 Q4	$321K	Hold	2,810	–	–	0.24%	79
2016 Q3	$354K	Hold	2,810	–	–	0.26%	69
2016 Q2	$386K	Buy	2,810 +610	+28%	+$79.8K	0.29%	69
2016 Q1	$296K	Hold	2,200	–	–	0.24%	73
2015 Q4	$280K	Sell	2,200 -1,140	-34%	-$137K	0.23%	80
2015 Q3	$364K	Sell	3,340 -800	-19%	-$88.2K	0.32%	68
2015 Q2	$439K	Hold	4,140	–	–	0.35%	66
2015 Q1	$443K	Buy	4,140 +900	+28%	+$99.4K	0.37%	63
2014 Q4	$374K	Sell	3,240 -139	-4%	-$15.4K	0.33%	72
2014 Q3	$349K	Hold	3,379	–	–	0.31%	80
2014 Q2	$360K	Hold	3,379	–	–	0.31%	81
2014 Q1	$357K	Buy	+3,379	New	+$350K	0.32%	75

Other funds holding KMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mark Sheptoff Financial Planning's KMB Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Kimberly-Clark (KMB) position steady in Q1 2026 at 100 shares worth $9.72K. The position accounts for 0.01% of the portfolio, ranked #348.

Mark Sheptoff Financial Planning first reported a position in KMB in Q1 2014 and has held it in 49 quarters since. The position peaked at $505K in Q2 2017. 1,643 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

Mark Sheptoff Financial Planning held 100 shares of Kimberly-Clark worth $9.72K as of Q1 2026.
Mark Sheptoff Financial Planning left its Kimberly-Clark share count unchanged in Q1 2026.
Kimberly-Clark made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #348 holding.
Mark Sheptoff Financial Planning first reported a position in Kimberly-Clark in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Kimberly-Clark position peaked at $505K in Q2 2017.
1,643 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.