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Simplicity Wealth’s Kimberly-Clark KMB Stock Holding History

Simplicity Wealth’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 		$473K Buy
+4,308
New +$427K 0.02% 668
2025
Q4 		– Sell
-1,672
Closed -$208K – 739
2025
Q3 		$208K Sell
1,672
-2,050
-55% -$265K 0.01% 673
2025
Q2 		$480K Buy
+3,722
New +$505K 0.02% 466
2024
Q3 		– Sell
-10,188
Closed -$1.41M – 873
2024
Q2 		$1.41M Sell
10,188
-284
-3% -$37.9K 0.03% 431
2024
Q1 		$1.35M Buy
+10,472
New +$1.29M 0.03% 440

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Simplicity Wealth's KMB Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Kimberly-Clark (KMB) in Q2 2026: 4,308 shares worth $473K. The stake represents 0.02% of the portfolio and ranks #668 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in KMB as recently as Q3 2025.

Simplicity Wealth first reported a position in KMB in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.41M in Q2 2024. 1,134 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Simplicity Wealth held 4,308 shares of Kimberly-Clark worth $473K as of Q2 2026.
  • Kimberly-Clark was a new Simplicity Wealth position in Q2 2026.
  • Kimberly-Clark made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #668 holding.
  • Simplicity Wealth first reported a position in Kimberly-Clark in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Kimberly-Clark position peaked at $1.41M in Q2 2024.
  • 1,134 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.