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Phoenix Financial’s Kimberly-Clark KMB Stock Holding History

Phoenix Financial’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 		$372K Sell
3,359
-4,293
-56% -$425K ﹤0.01% 388
2026
Q1 		$742K Buy
7,652
+1,467
+24% +$150K 0.01% 257
2025
Q4 		$626K Buy
6,185
+1,576
+34% +$172K 0.01% 274
2025
Q3 		$576K Buy
4,609
+496
+12% +$64.1K 0.01% 280
2025
Q2 		$531K Buy
+4,113
New +$558K 0.01% 280

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

Phoenix Financial's KMB Position: Q2 2026 in Review

Phoenix Financial reduced its Kimberly-Clark (KMB) stake by 56% in Q2 2026, selling an estimated $425K and leaving 3,359 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Phoenix Financial first reported a position in KMB in Q2 2025 and has held it in 5 quarters since. The position peaked at $742K in Q1 2026. 1,716 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Phoenix Financial held 3,359 shares of Kimberly-Clark worth $372K as of Q2 2026.
  • Phoenix Financial sold 4,293 Kimberly-Clark shares in Q2 2026, an estimated $425K.
  • Kimberly-Clark made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #388 holding.
  • Phoenix Financial first reported a position in Kimberly-Clark in Q2 2025 and has held it in 5 quarters since.
  • Phoenix Financial's Kimberly-Clark position peaked at $742K in Q1 2026.
  • 1,716 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.