Mission Wealth Management
KMB icon

Mission Wealth Management’s Kimberly-Clark KMB Stock Holding History

Mission Wealth 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
Q3 		$515K Sell
5,285
-1,492
-22% -$159K 0.01% 526
2026
Q2 		$744K Buy
6,777
+1,756
+35% +$174K 0.01% 560
2026
Q1 		$484K Buy
5,021
+426
+9% +$43.6K 0.01% 498
2025
Q4 		$464K Buy
4,595
+147
+3% +$16.1K 0.01% 506
2025
Q3 		$553K Buy
+4,448
New +$575K 0.01% 466
2025
Q1 		– Sell
-1,602
Closed -$210K – 690
2024
Q4 		$210K Buy
+1,602
New +$218K ﹤0.01% 623
2024
Q3 		– Sell
-1,656
Closed -$229K – 702
2024
Q2 		$229K Sell
1,656
-133
-7% -$17.8K 0.01% 589
2024
Q1 		$231K Sell
1,789
-1,424
-44% -$175K 0.01% 607
2023
Q4 		$390K Buy
3,213
+231
+8% +$27.9K 0.01% 426
2023
Q3 		$360K Buy
2,982
+106
+4% +$13.7K 0.01% 411
2023
Q2 		$397K Buy
2,876
+1,111
+63% +$155K 0.02% 394
2023
Q1 		$237K Buy
1,765
+15
+0.9% +$1.95K 0.01% 477
2022
Q4 		$238K Sell
1,750
-1,077
-38% -$137K 0.01% 457
2022
Q3 		$318K Buy
2,827
+332
+13% +$43.2K 0.02% 382
2022
Q2 		$337K Buy
2,495
+414
+20% +$54.5K 0.02% 374
2022
Q1 		$256K Sell
2,081
-21
-1% -$2.77K 0.01% 457
2021
Q4 		$300K Sell
2,102
-31
-1% -$4.17K 0.01% 437
2021
Q3 		$282K Sell
2,133
-29
-1% -$3.94K 0.01% 425
2021
Q2 		$289K Sell
2,162
-47
-2% -$6.27K 0.02% 406
2021
Q1 		$307K Buy
+2,209
New +$293K 0.02% 359
2020
Q3 		– Sell
-1,696
Closed -$240K – 365
2020
Q2 		$240K Sell
1,696
-268
-14% -$37K 0.02% 286
2020
Q1 		$251K Buy
1,964
+7
+0.4% +$968 0.03% 244
2019
Q4 		$269K Buy
1,957
+271
+16% +$36.7K 0.03% 273
2019
Q3 		$239K Sell
1,686
-269
-14% -$37K 0.03% 276
2019
Q2 		$261K Buy
+1,955
New +$252K 0.03% 255
2018
Q1 		– Sell
-2,403
Closed -$290K – 250
2017
Q4 		$290K Buy
+2,403
New +$280K 0.05% 158

Other funds holding KMB

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Mission Wealth Management's KMB Position: Q3 2026 in Review

Mission Wealth Management reduced its Kimberly-Clark (KMB) stake by 22% in Q3 2026, selling an estimated $159K and leaving 5,285 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #526.

Mission Wealth Management first reported a position in KMB in Q4 2017 and has held it in 26 quarters since. The position peaked at $744K in Q2 2026. 1,288 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

  • Mission Wealth Management held 5,285 shares of Kimberly-Clark worth $515K as of Q3 2026.
  • Mission Wealth Management sold 1,492 Kimberly-Clark shares in Q3 2026, an estimated $159K.
  • Kimberly-Clark made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #526 holding.
  • Mission Wealth Management first reported a position in Kimberly-Clark in Q4 2017 and has held it in 26 quarters since.
  • Mission Wealth Management's Kimberly-Clark position peaked at $744K in Q2 2026.
  • 1,288 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.