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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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Phoenix Financial's KMB Position: Q1 2026 in Review

Phoenix Financial increased its Kimberly-Clark (KMB) stake by 24% in Q1 2026, buying an estimated $150K and bringing the position to 7,652 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #257.

Phoenix Financial first reported a position in KMB in Q2 2025 and has held it in 4 quarters since. 1,649 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Phoenix Financial held 7,652 shares of Kimberly-Clark worth $742K as of Q1 2026.
  • Phoenix Financial bought 1,467 Kimberly-Clark shares in Q1 2026, an estimated $150K.
  • Kimberly-Clark made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #257 holding.
  • Phoenix Financial first reported a position in Kimberly-Clark in Q2 2025 and has held it in 4 quarters since.
  • 1,649 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.