PlanVest Financial’s Kimberly-Clark KMB Stock Holding History

PlanVest 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	$24.1K	Hold	220	–	–	0.02%	313
2026 Q1	$21.2K	Buy	+220	New	+$22.5K	0.02%	309

Other funds holding KMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PlanVest Financial's KMB Position: Q2 2026 in Review

PlanVest Financial held its Kimberly-Clark (KMB) position steady in Q2 2026 at 220 shares worth $24.1K. The position accounts for 0.02% of the portfolio, ranked #313.

PlanVest Financial first reported a position in KMB in Q1 2026 and has held it in 2 quarters since. 1,669 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

PlanVest Financial held 220 shares of Kimberly-Clark worth $24.1K as of Q2 2026.
PlanVest Financial left its Kimberly-Clark share count unchanged in Q2 2026.
Kimberly-Clark made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #313 holding.
PlanVest Financial first reported a position in Kimberly-Clark in Q1 2026 and has held it in 2 quarters since.
1,669 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.