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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
Q2 		$845K Sell
7,697
-1,143
-13% -$113K 0.26% 112
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tred Avon Family Wealth's KMB Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Kimberly-Clark (KMB) stake by 13% in Q2 2026, selling an estimated $113K and leaving 7,697 shares worth $845K. The position accounts for 0.26% of the portfolio, ranked #112.

Tred Avon Family Wealth first reported a position in KMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $974K in Q3 2025. 1,713 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Tred Avon Family Wealth held 7,697 shares of Kimberly-Clark worth $845K as of Q2 2026.
  • Tred Avon Family Wealth sold 1,143 Kimberly-Clark shares in Q2 2026, an estimated $113K.
  • Kimberly-Clark made up 0.26% of Tred Avon Family Wealth's portfolio in Q2 2026, its #112 holding.
  • Tred Avon Family Wealth first reported a position in Kimberly-Clark in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Kimberly-Clark position peaked at $974K in Q3 2025.
  • 1,713 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.