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Peak Retirement Planning’s Kimberly-Clark KMB Stock Holding History

Peak Retirement Planning’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 		$3.63M Buy
33,047
+9,909
+43% +$982K 0.57% 49
2026
Q1 		$2.23M Buy
23,138
+2,951
+15% +$302K 0.45% 69
2025
Q4 		$2.04M Buy
20,187
+6,069
+43% +$664K 0.48% 58
2025
Q3 		$1.76M Buy
14,118
+4,670
+49% +$604K 0.49% 63
2025
Q2 		$1.22M Buy
9,448
+2,436
+35% +$330K 0.49% 69
2025
Q1 		$997K Buy
7,012
+991
+16% +$134K 0.55% 58
2024
Q4 		$788K Buy
+6,021
New +$821K 0.53% 67

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 $3.38T AUM 44.17% 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

Peak Retirement Planning's KMB Position: Q2 2026 in Review

Peak Retirement Planning increased its Kimberly-Clark (KMB) stake by 43% in Q2 2026, buying an estimated $982K and bringing the position to 33,047 shares worth $3.63M. The position accounts for 0.57% of the portfolio, ranked #49.

Peak Retirement Planning first reported a position in KMB in Q4 2024 and has held it in 7 quarters since. 1,716 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Peak Retirement Planning held 33,047 shares of Kimberly-Clark worth $3.63M as of Q2 2026.
  • Peak Retirement Planning bought 9,909 Kimberly-Clark shares in Q2 2026, an estimated $982K.
  • Kimberly-Clark made up 0.57% of Peak Retirement Planning's portfolio in Q2 2026, its #49 holding.
  • Peak Retirement Planning first reported a position in Kimberly-Clark in Q4 2024 and has held it in 7 quarters since.
  • 1,716 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.