MWM
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Modern Wealth Management’s Kimberly-Clark KMB Stock Holding History

Modern 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
Q2 		$581K Buy
5,290
+1,502
+40% +$149K 0.01% 670
2026
Q1 		$370K Buy
3,788
+1,043
+38% +$107K 0.01% 653
2025
Q4 		$277K Buy
2,745
+3
+0.1% +$328 0.01% 708
2025
Q3 		$341K Buy
2,742
+24
+0.9% +$3.1K 0.01% 608
2025
Q2 		$350K Buy
2,718
+100
+4% +$13.6K 0.01% 567
2025
Q1 		$372K Sell
2,618
-226
-8% -$30.5K 0.01% 475
2024
Q4 		$373K Buy
2,844
+1,124
+65% +$153K 0.01% 418
2024
Q3 		$245K Buy
1,720
+29
+2% +$4.11K 0.02% 380
2024
Q2 		$234K Buy
+1,691
New +$226K 0.02% 360

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Modern Wealth Management's KMB Position: Q2 2026 in Review

Modern Wealth Management increased its Kimberly-Clark (KMB) stake by 40% in Q2 2026, buying an estimated $149K and bringing the position to 5,290 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #670.

Modern Wealth Management first reported a position in KMB in Q2 2024 and has held it in 9 quarters since. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Modern Wealth Management held 5,290 shares of Kimberly-Clark worth $581K as of Q2 2026.
  • Modern Wealth Management bought 1,502 Kimberly-Clark shares in Q2 2026, an estimated $149K.
  • Kimberly-Clark made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #670 holding.
  • Modern Wealth Management first reported a position in Kimberly-Clark in Q2 2024 and has held it in 9 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.