Moneta Group Investment Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $785K | Sell |
8,139
-290
| -3% | -$29.7K | 0.01% | 408 |
|
|
2025
Q4 | $850K | Buy |
8,429
+274
| +3% | +$30K | 0.01% | 386 |
|
|
2025
Q3 | $1.01M | Buy |
8,155
+412
| +5% | +$53.3K | 0.01% | 351 |
|
|
2025
Q2 | $998K | Sell |
7,743
-291
| -4% | -$39.5K | 0.01% | 307 |
|
|
2025
Q1 | $1.14M | Buy |
8,034
+311
| +4% | +$41.9K | 0.02% | 272 |
|
|
2024
Q4 | $1.01M | Buy |
7,723
+606
| +9% | +$82.6K | 0.01% | 282 |
|
|
2024
Q3 | $1.01M | Sell |
7,117
-385
| -5% | -$54.6K | 0.01% | 277 |
|
|
2024
Q2 | $1.04M | Sell |
7,502
-159
| -2% | -$21.2K | 0.02% | 267 |
|
|
2024
Q1 | $991K | Buy |
7,661
+574
| +8% | +$70.5K | 0.02% | 272 |
|
|
2023
Q4 | $861K | Sell |
7,087
-84
| -1% | -$10.2K | 0.02% | 259 |
|
|
2023
Q3 | $867K | Buy |
7,171
+1,732
| +32% | +$224K | 0.02% | 237 |
|
|
2023
Q2 | $751K | Buy |
5,439
+570
| +12% | +$79.4K | 0.02% | 260 |
|
|
2023
Q1 | $653K | Buy |
4,869
+1,191
| +32% | +$155K | 0.02% | 271 |
|
|
2022
Q4 | $478K | Buy |
3,678
+88
| +2% | +$11.2K | 0.01% | 302 |
|
|
2022
Q3 | $404K | Sell |
3,590
-916
| -20% | -$119K | 0.02% | 300 |
|
|
2022
Q2 | $609K | Sell |
4,506
-49
| -1% | -$6.46K | 0.02% | 274 |
|
|
2022
Q1 | $561K | Buy |
4,555
+1,168
| +34% | +$154K | 0.02% | 278 |
|
|
2021
Q4 | $484K | Sell |
3,387
-494
| -13% | -$66.5K | 0.02% | 297 |
|
|
2021
Q3 | $514K | Sell |
3,881
-2,121
| -35% | -$288K | 0.02% | 276 |
|
|
2021
Q2 | $803K | Buy |
6,002
+587
| +11% | +$78.3K | 0.04% | 222 |
|
|
2021
Q1 | $753K | Buy |
5,415
+2,537
| +88% | +$337K | 0.04% | 205 |
|
|
2020
Q4 | $388K | Buy |
2,878
+54
| +2% | +$7.56K | 0.03% | 223 |
|
|
2020
Q3 | $417K | Sell |
2,824
-317
| -10% | -$47.6K | 0.04% | 187 |
|
|
2020
Q2 | $444K | Buy |
3,141
+709
| +29% | +$97.9K | 0.04% | 177 |
|
|
2020
Q1 | $311K | Sell |
2,432
-1,079
| -31% | -$149K | 0.03% | 198 |
|
|
2019
Q4 | $483K | Buy |
3,511
+632
| +22% | +$85.5K | 0.04% | 173 |
|
|
2019
Q3 | $409K | Buy |
2,879
+1,213
| +73% | +$167K | 0.04% | 180 |
|
|
2019
Q2 | $222K | Sell |
1,666
-53
| -3% | -$6.83K | 0.02% | 208 |
|
|
2019
Q1 | $213K | Buy |
+1,719
| New | +$200K | 0.02% | 201 |
|
|
2018
Q4 | – | Sell |
-1,860
| Closed | -$211K | – | 230 |
|
|
2018
Q3 | $211K | Sell |
1,860
-3,829
| -67% | -$429K | 0.02% | 217 |
|
|
2018
Q2 | $599K | Buy |
5,689
+5,098
| +863% | +$530K | 0.07% | 155 |
|
|
2018
Q1 | $65K | Buy |
591
+87
| +17% | +$9.9K | 0.01% | 301 |
|
|
2017
Q4 | $61K | Buy |
+504
| New | +$58.8K | 0.01% | 266 |
|
|
2015
Q4 | – | Sell |
-1,000
| Closed | -$109K | – | 287 |
|
|
2015
Q3 | $109K | Buy |
+1,000
| New | +$110K | 0.03% | 176 |
|
Other funds holding KMB
VCM
VPM
Moneta Group Investment Advisors's KMB Position: Q1 2026 in Review
Moneta Group Investment Advisors reduced its Kimberly-Clark (KMB) stake by 3.4% in Q1 2026, selling an estimated $29.7K and leaving 8,139 shares worth $785K. The position accounts for 0.01% of the portfolio, ranked #408.
Moneta Group Investment Advisors first reported a position in KMB in Q3 2015 and has held it in 34 quarters since. The position peaked at $1.14M in Q1 2025. 1,643 funds tracked by Wall St. Rank hold KMB as of Q1 2026.
- Moneta Group Investment Advisors held 8,139 shares of Kimberly-Clark worth $785K as of Q1 2026.
- Moneta Group Investment Advisors sold 290 Kimberly-Clark shares in Q1 2026, an estimated $29.7K.
- Kimberly-Clark made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #408 holding.
- Moneta Group Investment Advisors first reported a position in Kimberly-Clark in Q3 2015 and has held it in 34 quarters since.
- Moneta Group Investment Advisors's Kimberly-Clark position peaked at $1.14M in Q1 2025.
- 1,643 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.