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 Q2	$384K	Buy	3,501 +5	+0.1%	+$496	0.25%	85
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mosaic Financial Group's KMB Position: Q2 2026 in Review

Mosaic Financial Group increased its Kimberly-Clark (KMB) stake by 0.14% in Q2 2026, buying an estimated $496 and bringing the position to 3,501 shares worth $384K. The position accounts for 0.25% of the portfolio, ranked #85.

Mosaic Financial Group first reported a position in KMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $544K in Q1 2025. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

Mosaic Financial Group held 3,501 shares of Kimberly-Clark worth $384K as of Q2 2026.
Mosaic Financial Group bought 5 Kimberly-Clark shares in Q2 2026, an estimated $496.
Kimberly-Clark made up 0.25% of Mosaic Financial Group's portfolio in Q2 2026, its #85 holding.
Mosaic Financial Group first reported a position in Kimberly-Clark in Q1 2024 and has held it in 10 quarters since.
Mosaic Financial Group's Kimberly-Clark position peaked at $544K in Q1 2025.
1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.