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

Medallion 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
Q1 		$107K Sell
1,109
-155
-12% -$15.9K 0.03% 342
2025
Q4 		$128K Hold
1,264
– – 0.04% 315
2025
Q3 		$157K Hold
1,264
– – 0.06% 266
2025
Q2 		$165K Hold
1,264
– – 0.06% 253
2025
Q1 		$180K Buy
1,264
+100
+9% +$13.5K 0.08% 213
2024
Q4 		$157K Buy
+1,164
New +$159K 0.08% 216

Other funds holding KMB

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Medallion Wealth Advisors's KMB Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Kimberly-Clark (KMB) stake by 12% in Q1 2026, selling an estimated $15.9K and leaving 1,109 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #342.

Medallion Wealth Advisors first reported a position in KMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $180K in Q1 2025. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Medallion Wealth Advisors held 1,109 shares of Kimberly-Clark worth $107K as of Q1 2026.
  • Medallion Wealth Advisors sold 155 Kimberly-Clark shares in Q1 2026, an estimated $15.9K.
  • Kimberly-Clark made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #342 holding.
  • Medallion Wealth Advisors first reported a position in Kimberly-Clark in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Kimberly-Clark position peaked at $180K in Q1 2025.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.