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Montag & Associates’s Kimberly-Clark KMB Stock Holding History

Montag & Associates’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 		$502K Buy
5,135
+342
+7% +$35K 0.02% 309
2025
Q4 		$490K Buy
4,793
+24
+0.5% +$2.63K 0.02% 300
2025
Q3 		$599K Sell
4,769
-324
-6% -$41.9K 0.03% 290
2025
Q2 		$663K Hold
5,093
– – 0.03% 282
2025
Q1 		$731K Sell
5,093
-2
-0% -$269 0.04% 272
2024
Q4 		$675K Sell
5,095
-850
-14% -$116K 0.03% 287
2024
Q3 		$853K Buy
5,945
+2
+0% +$284 0.04% 261
2024
Q2 		$829K Hold
5,943
– – 0.04% 250
2024
Q1 		$776K Sell
5,943
-187
-3% -$23K 0.04% 274
2023
Q4 		$752K Hold
6,130
– – 0.04% 264
2023
Q3 		$748K Sell
6,130
-81
-1% -$10.5K 0.05% 253
2023
Q2 		$865K Sell
6,211
-69
-1% -$9.61K 0.05% 229
2023
Q1 		$850K Hold
6,280
– – 0.06% 224
2022
Q4 		$860K Hold
6,280
– – 0.06% 219
2022
Q3 		$714K Hold
6,280
– – 0.05% 234
2022
Q2 		$856K Sell
6,280
-188
-3% -$24.8K 0.06% 220
2022
Q1 		$797K Hold
6,468
– – 0.04% 247
2021
Q4 		$924K Hold
6,468
– – 0.05% 236
2021
Q3 		$857K Hold
6,468
– – 0.05% 239
2021
Q2 		$865K Sell
6,468
-400
-6% -$53.4K 0.05% 239
2021
Q1 		$955K Sell
6,868
-225
-3% -$29.9K 0.05% 225
2020
Q4 		$956K Hold
7,093
– – 0.06% 208
2020
Q3 		$1.05M Hold
7,093
– – 0.08% 178
2020
Q2 		$1M Hold
7,093
– – 0.09% 171
2020
Q1 		$907K Hold
7,093
– – 0.09% 177
2019
Q4 		$976K Hold
7,093
– – 0.08% 187
2019
Q3 		$1.01M Sell
7,093
-8
-0.1% -$1.1K 0.09% 177
2019
Q2 		$946K Sell
7,101
-1,642
-19% -$212K 0.08% 178
2019
Q1 		$1.08M Buy
8,743
+1,400
+19% +$163K 0.1% 163
2018
Q4 		$837K Sell
7,343
-4,106
-36% -$456K 0.09% 159
2018
Q3 		$1.3M Sell
11,449
-11,355
-50% -$1.27M 0.11% 159
2018
Q2 		$2.4M Buy
22,804
+4,903
+27% +$509K 0.25% 103
2018
Q1 		$1.97M Buy
17,901
+2,556
+17% +$291K 0.2% 123
2017
Q4 		$1.85M Buy
15,345
+1,493
+11% +$174K 0.18% 135
2017
Q3 		$1.63M Buy
13,852
+53
+0.4% +$6.47K 0.18% 129
2017
Q2 		$1.78M Buy
13,799
+587
+4% +$76.4K 0.2% 116
2017
Q1 		$1.74M Sell
13,212
-1,360
-9% -$172K 0.19% 124
2016
Q4 		$1.66M Buy
14,572
+616
+4% +$71.5K 0.2% 118
2016
Q3 		$1.76M Sell
13,956
-154
-1% -$19.9K 0.22% 119
2016
Q2 		$1.94M Sell
14,110
-550
-4% -$72K 0.26% 110
2016
Q1 		$1.97M Sell
14,660
-1,222
-8% -$159K 0.28% 101
2015
Q4 		$2.02M Buy
15,882
+1,132
+8% +$136K 0.3% 98
2015
Q3 		$1.61M Buy
14,750
+623
+4% +$68.7K 0.25% 113
2015
Q2 		$1.5M Sell
14,127
-150
-1% -$16.3K 0.22% 122
2015
Q1 		$1.53M Sell
14,277
-1,005
-7% -$111K 0.22% 125
2014
Q4 		$1.77M Sell
15,282
-406
-3% -$45.1K 0.27% 112
2014
Q3 		$1.62M Sell
15,688
-111
-0.7% -$11.6K 0.27% 109
2014
Q2 		$1.69M Buy
15,799
+3
+0% +$319 0.27% 110
2014
Q1 		$1.67M Hold
15,796
– – 0.28% 107
2013
Q4 		$1.58M Hold
15,796
– – 0.27% 105
2013
Q3 		$1.43M Hold
15,796
– – 0.27% 107
2013
Q2 		$1.47M Buy
+15,796
New +$1.52M 0.3% 97

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

Montag & Associates's KMB Position: Q1 2026 in Review

Montag & Associates increased its Kimberly-Clark (KMB) stake by 7.1% in Q1 2026, buying an estimated $35K and bringing the position to 5,135 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #309.

Montag & Associates first reported a position in KMB in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.4M in Q2 2018. 1,643 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Montag & Associates held 5,135 shares of Kimberly-Clark worth $502K as of Q1 2026.
  • Montag & Associates bought 342 Kimberly-Clark shares in Q1 2026, an estimated $35K.
  • Kimberly-Clark made up 0.02% of Montag & Associates's portfolio in Q1 2026, its #309 holding.
  • Montag & Associates first reported a position in Kimberly-Clark in Q2 2013 and has held it in 52 quarters since.
  • Montag & Associates's Kimberly-Clark position peaked at $2.4M in Q2 2018.
  • 1,643 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.