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

Modera 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 Q1	$338K	Sell	3,501 -75	-2%	-$7.68K	﹤0.01%	513
2025 Q4	$361K	Sell	3,576 -555	-13%	-$60.7K	﹤0.01%	514
2025 Q3	$514K	Sell	4,131 -920	-18%	-$119K	0.01%	453
2025 Q2	$651K	Buy	5,051 +282	+6%	+$38.2K	0.01%	398
2025 Q1	$678K	Sell	4,769 -398	-8%	-$53.6K	0.01%	373
2024 Q4	$677K	Sell	5,167 -1,262	-20%	-$172K	0.01%	382
2024 Q3	$915K	Buy	6,429 +153	+2%	+$21.7K	0.01%	324
2024 Q2	$867K	Buy	6,276 +507	+9%	+$67.7K	0.01%	311
2024 Q1	$746K	Sell	5,769 -140	-2%	-$17.2K	0.01%	337
2023 Q4	$718K	Buy	5,909 +9	+0.2%	+$1.09K	0.01%	325
2023 Q3	$713K	Sell	5,900 -770	-12%	-$99.5K	0.01%	317
2023 Q2	$921K	Buy	6,670 +3,581	+116%	+$499K	0.02%	305
2023 Q1	$415K	Buy	3,089 +216	+8%	+$28.1K	0.02%	234
2022 Q4	$390K	Sell	2,873 -98	-3%	-$12.5K	0.02%	241
2022 Q3	$334K	Sell	2,971 -191	-6%	-$24.8K	0.02%	229
2022 Q2	$427K	Buy	3,162 +58	+2%	+$7.64K	0.02%	214
2022 Q1	$382K	Sell	3,104 -2,512	-45%	-$331K	0.02%	242
2021 Q4	$803K	Buy	5,616 +2,336	+71%	+$314K	0.03%	196
2021 Q3	$434K	Buy	3,280 +273	+9%	+$37.1K	0.02%	164
2021 Q2	$402K	Sell	3,007 -46	-2%	-$6.14K	0.02%	160
2021 Q1	$424K	Sell	3,053 -541	-15%	-$71.8K	0.03%	147
2020 Q4	$485K	Buy	3,594 +1,319	+58%	+$185K	0.04%	139
2020 Q3	$336K	Hold	2,275	–	–	0.05%	113
2020 Q2	$322K	Sell	2,275 -100	-4%	-$13.8K	0.05%	116
2020 Q1	$304K	Hold	2,375	–	–	0.06%	109
2019 Q4	$327K	Buy	2,375 +382	+19%	+$51.7K	0.05%	98
2019 Q3	$283K	Hold	1,993	–	–	0.05%	109
2019 Q2	$266K	Hold	1,993	–	–	0.05%	115
2019 Q1	$247K	Sell	1,993 -67	-3%	-$7.79K	0.05%	124
2018 Q4	$235K	Buy	2,060 +175	+9%	+$19.4K	0.05%	112
2018 Q3	$214K	Buy	+1,885	New	+$211K	0.04%	134
2018 Q2	–	Sell	-2,105	Closed	-$232K	–	136
2018 Q1	$232K	Sell	2,105 -803	-28%	-$91.4K	0.05%	114
2017 Q4	$351K	Buy	2,908 +12	+0.4%	+$1.4K	0.08%	85
2017 Q3	$341K	Sell	2,896 -1,225	-30%	-$150K	0.08%	86
2017 Q2	$532K	Hold	4,121	–	–	0.13%	60
2017 Q1	$542K	Buy	4,121 +1	+0%	+$126	0.14%	59
2016 Q4	$470K	Hold	4,120	–	–	0.16%	60
2016 Q3	$520K	Buy	4,120 +24	+0.6%	+$3.1K	0.17%	55
2016 Q2	$563K	Buy	4,096 +58	+1%	+$7.59K	0.2%	48
2016 Q1	$543K	Hold	4,038	–	–	0.19%	53
2015 Q4	$514K	Sell	4,038 -135	-3%	-$16.2K	0.2%	39
2015 Q3	$455K	Buy	4,173 +153	+4%	+$16.9K	0.19%	41
2015 Q2	$426K	Sell	4,020 -22	-0.5%	-$2.4K	0.17%	47
2015 Q1	$432K	Buy	4,042 +42	+1%	+$4.64K	0.17%	47
2014 Q4	$462K	Sell	4,000 -172	-4%	-$19.1K	0.18%	46
2014 Q3	$430K	Buy	4,172 +1,073	+35%	+$112K	0.18%	47
2014 Q2	$330K	Buy	3,099 +72	+2%	+$7.65K	0.15%	45
2014 Q1	$320K	Hold	3,027	–	–	0.13%	44
2013 Q4	$303K	Buy	+3,027	New	+$302K	0.12%	67

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

Modera Wealth Management's KMB Position: Q1 2026 in Review

Modera Wealth Management reduced its Kimberly-Clark (KMB) stake by 2.1% in Q1 2026, selling an estimated $7.68K and leaving 3,501 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Modera Wealth Management first reported a position in KMB in Q4 2013 and has held it in 49 quarters since. The position peaked at $921K in Q2 2023. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

Modera Wealth Management held 3,501 shares of Kimberly-Clark worth $338K as of Q1 2026.
Modera Wealth Management sold 75 Kimberly-Clark shares in Q1 2026, an estimated $7.68K.
Kimberly-Clark made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #513 holding.
Modera Wealth Management first reported a position in Kimberly-Clark in Q4 2013 and has held it in 49 quarters since.
Modera Wealth Management's Kimberly-Clark position peaked at $921K in Q2 2023.
1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.