SFG
KMB icon

Sovereign Financial Group’s Kimberly-Clark KMB Stock Holding History

Sovereign Financial 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
Q2 		$1.15M Sell
10,439
-348
-3% -$34.5K 0.18% 101
2026
Q1 		$1.04M Buy
10,787
+226
+2% +$23.1K 0.18% 106
2025
Q4 		$1.07M Buy
10,561
+663
+7% +$72.5K 0.18% 96
2025
Q3 		$1.23M Sell
9,898
-205
-2% -$26.5K 0.23% 81
2025
Q2 		$1.3M Sell
10,103
-13
-0.1% -$1.76K 0.27% 70
2025
Q1 		$1.44M Sell
10,116
-159
-2% -$21.4K 0.33% 60
2024
Q4 		$1.35M Sell
10,275
-130
-1% -$17.7K 0.31% 66
2024
Q3 		$1.48M Buy
10,405
+268
+3% +$38K 0.35% 56
2024
Q2 		$1.4M Buy
10,137
+14
+0.1% +$1.87K 0.35% 54
2024
Q1 		$1.31M Buy
10,123
+213
+2% +$26.1K 0.35% 56
2023
Q4 		$1.2M Buy
9,910
+51
+0.5% +$6.16K 0.37% 55
2023
Q3 		$1.19M Sell
9,859
-148
-1% -$19.1K 0.42% 49
2023
Q2 		$1.38M Buy
10,007
+12
+0.1% +$1.67K 0.45% 52
2023
Q1 		$1.34M Sell
9,995
-28
-0.3% -$3.64K 0.5% 52
2022
Q4 		$1.36M Buy
10,023
+177
+2% +$22.5K 0.54% 53
2022
Q3 		$1.11M Hold
9,846
– – 0.45% 54
2022
Q2 		$1.33M Buy
9,846
+9
+0.1% +$1.19K 0.52% 49
2022
Q1 		$1.21M Sell
9,837
-104
-1% -$13.7K 0.45% 59
2021
Q4 		$1.42M Buy
9,941
+74
+0.7% +$9.96K 0.57% 50
2021
Q3 		$1.31M Sell
9,867
-391
-4% -$53.2K 0.75% 34
2021
Q2 		$1.43M Hold
10,258
– – 0.86% 28
2021
Q1 		$1.43M Sell
10,258
-710
-6% -$94.2K 0.89% 26
2020
Q4 		$1.48M Buy
+10,968
New +$1.54M 1.07% 26

Other funds holding KMB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sovereign Financial Group's KMB Position: Q2 2026 in Review

Sovereign Financial Group reduced its Kimberly-Clark (KMB) stake by 3.2% in Q2 2026, selling an estimated $34.5K and leaving 10,439 shares worth $1.15M. The position accounts for 0.18% of the portfolio, ranked #101.

Sovereign Financial Group first reported a position in KMB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.48M in Q3 2024. 767 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Sovereign Financial Group held 10,439 shares of Kimberly-Clark worth $1.15M as of Q2 2026.
  • Sovereign Financial Group sold 348 Kimberly-Clark shares in Q2 2026, an estimated $34.5K.
  • Kimberly-Clark made up 0.18% of Sovereign Financial Group's portfolio in Q2 2026, its #101 holding.
  • Sovereign Financial Group first reported a position in Kimberly-Clark in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Kimberly-Clark position peaked at $1.48M in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.