MAM
KMB icon

Milestone Asset Management’s Kimberly-Clark KMB Stock Holding History

Milestone Asset Management’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 		– Sell
-10,867
Closed -$1.1M – 245
2025
Q4 		$1.1M Buy
+10,867
New +$1.19M 0.21% 93
2024
Q4 		– Sell
-4,772
Closed -$679K – 231
2024
Q3 		$679K Sell
4,772
-5,911
-55% -$838K 0.15% 118
2024
Q2 		$1.48M Sell
10,683
-4,295
-29% -$574K 0.37% 54
2024
Q1 		$1.94M Buy
+14,978
New +$1.84M 0.55% 43

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

Milestone Asset Management's KMB Position: Q1 2026 in Review

Milestone Asset Management sold out of Kimberly-Clark (KMB) in Q1 2026, closing a stake of 10,867 shares — an estimated $1.1M sold.

Milestone Asset Management first reported a position in KMB in Q1 2024 and held it in 4 quarters. The position peaked at $1.94M in Q1 2024. 1,642 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Milestone Asset Management reported no remaining Kimberly-Clark position as of Q1 2026 after selling out during the quarter.
  • Milestone Asset Management sold 10,867 Kimberly-Clark shares in Q1 2026, an estimated $1.1M.
  • Milestone Asset Management first reported a position in Kimberly-Clark in Q1 2024 and held it in 4 quarters.
  • Milestone Asset Management's Kimberly-Clark position peaked at $1.94M in Q1 2024.
  • 1,642 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Milestone Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.