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Pinnacle Wealth Planning Services’s Kimberly-Clark KMB Stock Holding History

Pinnacle Wealth Planning Services’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 		$28.2K Buy
257
+26
+11% +$2.58K ﹤0.01% 1623
2026
Q1 		$22.3K Buy
231
+95
+70% +$9.72K ﹤0.01% 1646
2025
Q4 		$13.7K Buy
+136
New +$14.9K ﹤0.01% 1888
2022
Q3 		– Sell
-1,634
Closed -$221K – 429
2022
Q2 		$221K Buy
+1,634
New +$215K 0.04% 317
2021
Q1 		– Sell
-1,086
Closed -$146K – 1190
2020
Q4 		$146K Sell
1,086
-474
-30% -$66.4K 0.03% 349
2020
Q3 		$230K Sell
1,560
-25
-2% -$3.75K 0.08% 205
2020
Q2 		$224K Sell
1,585
-171
-10% -$23.6K 0.07% 204
2020
Q1 		$224K Buy
1,756
+261
+17% +$36.1K 0.11% 170
2019
Q4 		$205K Buy
+1,495
New +$202K 0.1% 215

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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's KMB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Kimberly-Clark (KMB) stake by 11% in Q2 2026, buying an estimated $2.58K and bringing the position to 257 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Pinnacle Wealth Planning Services first reported a position in KMB in Q4 2019 and has held it in 9 quarters since. The position peaked at $230K in Q3 2020. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 257 shares of Kimberly-Clark worth $28.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 26 Kimberly-Clark shares in Q2 2026, an estimated $2.58K.
  • Kimberly-Clark made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1623 holding.
  • Pinnacle Wealth Planning Services first reported a position in Kimberly-Clark in Q4 2019 and has held it in 9 quarters since.
  • Pinnacle Wealth Planning Services's Kimberly-Clark position peaked at $230K in Q3 2020.
  • 1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.