Mosaic Financial Group’s Kimberly-Clark KMB Stock Holding History

Mosaic Financial Group’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	$337K	Sell	3,496 -330	-9%	-$33.8K	0.24%	88
2025 Q4	$386K	Hold	3,826	–	–	0.26%	81
2025 Q3	$476K	Hold	3,826	–	–	0.34%	64
2025 Q2	$493K	Hold	3,826	–	–	0.38%	59
2025 Q1	$544K	Hold	3,826	–	–	0.44%	51
2024 Q4	$501K	Hold	3,826	–	–	0.36%	59
2024 Q3	$544K	Hold	3,826	–	–	0.39%	59
2024 Q2	$529K	Hold	3,826	–	–	0.38%	60
2024 Q1	$495K	Buy	+3,826	New	+$470K	0.4%	56

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

Mosaic Financial Group's KMB Position: Q1 2026 in Review

Mosaic Financial Group reduced its Kimberly-Clark (KMB) stake by 8.6% in Q1 2026, selling an estimated $33.8K and leaving 3,496 shares worth $337K. The position accounts for 0.24% of the portfolio, ranked #88.

Mosaic Financial Group first reported a position in KMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $544K in Q1 2025. 1,642 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

Mosaic Financial Group held 3,496 shares of Kimberly-Clark worth $337K as of Q1 2026.
Mosaic Financial Group sold 330 Kimberly-Clark shares in Q1 2026, an estimated $33.8K.
Kimberly-Clark made up 0.24% of Mosaic Financial Group's portfolio in Q1 2026, its #88 holding.
Mosaic Financial Group first reported a position in Kimberly-Clark in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Kimberly-Clark position peaked at $544K in Q1 2025.
1,642 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.