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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
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 $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

Peak Retirement Planning's KMB Position: Q1 2026 in Review

Peak Retirement Planning increased its Kimberly-Clark (KMB) stake by 15% in Q1 2026, buying an estimated $302K and bringing the position to 23,138 shares worth $2.23M. The position accounts for 0.45% of the portfolio, ranked #69.

Peak Retirement Planning first reported a position in KMB in Q4 2024 and has held it in 6 quarters since. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Peak Retirement Planning held 23,138 shares of Kimberly-Clark worth $2.23M as of Q1 2026.
  • Peak Retirement Planning bought 2,951 Kimberly-Clark shares in Q1 2026, an estimated $302K.
  • Kimberly-Clark made up 0.45% of Peak Retirement Planning's portfolio in Q1 2026, its #69 holding.
  • Peak Retirement Planning first reported a position in Kimberly-Clark in Q4 2024 and has held it in 6 quarters since.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Peak Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.