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SageView Advisory Group’s Kimberly-Clark KMB Stock Holding History

SageView Advisory Group’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
2025
Q4 		$231K Sell
2,286
-48
-2% -$5.25K 0.01% 548
2025
Q3 		$290K Buy
2,334
+297
+15% +$38.4K 0.01% 530
2025
Q2 		$258K Buy
2,037
+303
+17% +$41.1K 0.01% 535
2025
Q1 		$247K Buy
1,734
+28
+2% +$3.77K 0.01% 523
2024
Q4 		$224K Buy
1,706
+74
+5% +$10.1K 0.01% 541
2024
Q3 		$232K Sell
1,632
-223
-12% -$31.6K 0.01% 464
2024
Q2 		$256K Buy
+1,855
New +$248K 0.01% 474

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's KMB Position: Q4 2025 in Review

SageView Advisory Group reduced its Kimberly-Clark (KMB) stake by 2.1% in Q4 2025, selling an estimated $5.25K and leaving 2,286 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #548.

SageView Advisory Group first reported a position in KMB in Q2 2024 and has held it in 7 quarters since. The position peaked at $290K in Q3 2025. 1,677 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • SageView Advisory Group held 2,286 shares of Kimberly-Clark worth $231K as of Q4 2025.
  • SageView Advisory Group sold 48 Kimberly-Clark shares in Q4 2025, an estimated $5.25K.
  • Kimberly-Clark made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #548 holding.
  • SageView Advisory Group first reported a position in Kimberly-Clark in Q2 2024 and has held it in 7 quarters since.
  • SageView Advisory Group's Kimberly-Clark position peaked at $290K in Q3 2025.
  • 1,677 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.