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Principia Wealth Advisory’s Kimberly-Clark KMB Stock Holding History

Principia Wealth Advisory’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 		$2.96K Buy
27
+16
+145% +$1.59K ﹤0.01% 488
2026
Q1 		$1.06K Sell
11
-10
-48% -$1.02K ﹤0.01% 695
2025
Q4 		$2.12K Buy
21
+3
+17% +$328 ﹤0.01% 447
2025
Q3 		$2.24K Sell
18
-4
-18% -$517 ﹤0.01% 415
2025
Q2 		$2.84K Buy
22
+14
+175% +$1.9K ﹤0.01% 318
2025
Q1 		$1.08K Buy
8
+3
+60% +$404 ﹤0.01% 379
2024
Q4 		$655 Buy
+5
New +$682 ﹤0.01% 465

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

Principia Wealth Advisory's KMB Position: Q2 2026 in Review

Principia Wealth Advisory increased its Kimberly-Clark (KMB) stake by 145% in Q2 2026, buying an estimated $1.59K and bringing the position to 27 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Principia Wealth Advisory first reported a position in KMB in Q4 2024 and has held it in 7 quarters since. 1,705 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Principia Wealth Advisory held 27 shares of Kimberly-Clark worth $2.96K as of Q2 2026.
  • Principia Wealth Advisory bought 16 Kimberly-Clark shares in Q2 2026, an estimated $1.59K.
  • Kimberly-Clark made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #488 holding.
  • Principia Wealth Advisory first reported a position in Kimberly-Clark in Q4 2024 and has held it in 7 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.