RFP
KMB icon

Root Financial Partners’s Kimberly-Clark KMB Stock Holding History

Root Financial Partners’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 		– Sell
-847
Closed -$81.7K – 1890
2026
Q1 		$81.7K Buy
847
+127
+18% +$13K ﹤0.01% 648
2025
Q4 		$72.6K Sell
720
-111
-13% -$12.1K ﹤0.01% 582
2025
Q3 		$103K Buy
+831
New +$107K 0.01% 432

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

Root Financial Partners's KMB Position: Q2 2026 in Review

Root Financial Partners sold out of Kimberly-Clark (KMB) in Q2 2026, closing a stake of 847 shares — an estimated $81.7K sold.

Root Financial Partners first reported a position in KMB in Q3 2025 and held it in 3 quarters. The position peaked at $103K in Q3 2025. 1,710 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Root Financial Partners reported no remaining Kimberly-Clark position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 847 Kimberly-Clark shares in Q2 2026, an estimated $81.7K.
  • Root Financial Partners first reported a position in Kimberly-Clark in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Kimberly-Clark position peaked at $103K in Q3 2025.
  • 1,710 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.