Planning Strategies
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Planning Strategies’s Kimberly-Clark KMB Stock Holding History

Planning Strategies’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
Q3 		$1.85K Sell
19
-6
-24% -$641 ﹤0.01% 655
2026
Q2 		$2.74K Buy
+25
New +$2.48K ﹤0.01% 515

Other funds holding KMB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Thornburg Investment Management
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 21.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Planning Strategies's KMB Position: Q3 2026 in Review

Planning Strategies reduced its Kimberly-Clark (KMB) stake by 24% in Q3 2026, selling an estimated $641 and leaving 19 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Planning Strategies first reported a position in KMB in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.74K in Q2 2026. 1,453 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

  • Planning Strategies held 19 shares of Kimberly-Clark worth $1.85K as of Q3 2026.
  • Planning Strategies sold 6 Kimberly-Clark shares in Q3 2026, an estimated $641.
  • Kimberly-Clark made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #655 holding.
  • Planning Strategies first reported a position in Kimberly-Clark in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Kimberly-Clark position peaked at $2.74K in Q2 2026.
  • 1,453 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.