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Tred Avon Family Wealth’s Kimberly-Clark KMB Stock Holding History

Tred Avon Family 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
Q1 		$853K Buy
8,840
+2,078
+31% +$213K 0.28% 101
2025
Q4 		$682K Sell
6,762
-1,068
-14% -$117K 0.22% 132
2025
Q3 		$974K Buy
+7,830
New +$1.01M 0.33% 82

Other funds holding KMB

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tred Avon Family Wealth's KMB Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Kimberly-Clark (KMB) stake by 31% in Q1 2026, buying an estimated $213K and bringing the position to 8,840 shares worth $853K. The position accounts for 0.28% of the portfolio, ranked #101.

Tred Avon Family Wealth first reported a position in KMB in Q3 2025 and has held it in 3 quarters since. The position peaked at $974K in Q3 2025. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Tred Avon Family Wealth held 8,840 shares of Kimberly-Clark worth $853K as of Q1 2026.
  • Tred Avon Family Wealth bought 2,078 Kimberly-Clark shares in Q1 2026, an estimated $213K.
  • Kimberly-Clark made up 0.28% of Tred Avon Family Wealth's portfolio in Q1 2026, its #101 holding.
  • Tred Avon Family Wealth first reported a position in Kimberly-Clark in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Kimberly-Clark position peaked at $974K in Q3 2025.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.