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Sound Financial Strategies Group’s Kimberly-Clark KMB Stock Holding History

Sound Financial Strategies 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
2026
Q1 		– Sell
-4,919
Closed -$496K – 119
2025
Q4 		$496K Sell
4,919
-482
-9% -$52.7K 0.35% 90
2025
Q3 		$672K Sell
5,401
-71
-1% -$9.18K 0.49% 72
2025
Q2 		$705K Buy
5,472
+190
+4% +$25.8K 0.6% 67
2025
Q1 		$751K Sell
5,282
-1,196
-18% -$161K 0.67% 48
2024
Q4 		$849K Buy
6,478
+908
+16% +$124K 0.71% 39
2024
Q3 		$793K Buy
5,570
+89
+2% +$12.6K 0.64% 41
2024
Q2 		$757K Buy
5,481
+1,026
+23% +$137K 0.66% 22
2024
Q1 		$576K Buy
4,455
+24
+0.5% +$2.95K 0.48% 46
2023
Q4 		$538K Sell
4,431
-2,056
-32% -$249K 0.45% 48
2023
Q3 		$784K Sell
6,487
-393
-6% -$50.8K 0.65% 45
2023
Q2 		$950K Sell
6,880
-842
-11% -$117K 0.69% 34
2023
Q1 		$1.04M Sell
7,722
-400
-5% -$52K 0.69% 31
2022
Q4 		$1.1M Buy
+8,122
New +$1.03M 0.8% 21
2022
Q3 		– Sell
-8,087
Closed -$1.09M – 43
2022
Q2 		$1.09M Buy
+8,087
New +$1.07M 0.86% 23
2021
Q1 		– Sell
-4,619
Closed -$623K – 94
2020
Q4 		$623K Buy
4,619
+1,358
+42% +$190K 0.34% 44
2020
Q3 		$482K Sell
3,261
-54
-2% -$8.11K 0.31% 37
2020
Q2 		$469K Hold
3,315
– – 0.3% 36
2020
Q1 		$424K Sell
3,315
-5,058
-60% -$700K 0.29% 34
2019
Q4 		$1.15M Buy
+8,373
New +$1.13M 0.73% 53

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sound Financial Strategies Group's KMB Position: Q1 2026 in Review

Sound Financial Strategies Group sold out of Kimberly-Clark (KMB) in Q1 2026, closing a stake of 4,919 shares — an estimated $496K sold.

Sound Financial Strategies Group first reported a position in KMB in Q4 2019 and held it in 19 quarters. The position peaked at $1.15M in Q4 2019. 1,657 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Sound Financial Strategies Group reported no remaining Kimberly-Clark position as of Q1 2026 after selling out during the quarter.
  • Sound Financial Strategies Group sold 4,919 Kimberly-Clark shares in Q1 2026, an estimated $496K.
  • Sound Financial Strategies Group first reported a position in Kimberly-Clark in Q4 2019 and held it in 19 quarters.
  • Sound Financial Strategies Group's Kimberly-Clark position peaked at $1.15M in Q4 2019.
  • 1,657 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.