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Trifecta Capital Advisors’s Kimberly-Clark KMB Stock Holding History

Trifecta Capital Advisors’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 		$86.7K Hold
790
– – 0.01% 158
2026
Q1 		$76.2K Buy
+790
New +$80.9K 0.01% 160
2025
Q4 		– Sell
-14
Closed -$1.74K – 359
2025
Q3 		$1.74K Hold
14
– – ﹤0.01% 356
2025
Q2 		$1.8K Hold
14
– – ﹤0.01% 351
2025
Q1 		$1.99K Hold
14
– – ﹤0.01% 313
2024
Q4 		$1.83K Sell
14
-300
-96% -$40.9K ﹤0.01% 313
2024
Q3 		$44.7K Hold
314
– – 0.01% 146
2024
Q2 		$43.4K Hold
314
– – 0.01% 151
2024
Q1 		$40.6K Hold
314
– – 0.01% 146
2023
Q4 		$38.2K Hold
314
– – 0.01% 144
2023
Q3 		$37.9K Hold
314
– – 0.01% 148
2023
Q2 		$43.4K Buy
314
+300
+2,143% +$41.8K 0.01% 147
2023
Q1 		$1.88K Hold
14
– – ﹤0.01% 314
2022
Q4 		$1.9K Buy
+14
New +$1.78K ﹤0.01% 312

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

Trifecta Capital Advisors's KMB Position: Q2 2026 in Review

Trifecta Capital Advisors held its Kimberly-Clark (KMB) position steady in Q2 2026 at 790 shares worth $86.7K. The position accounts for 0.01% of the portfolio, ranked #158.

Trifecta Capital Advisors first reported a position in KMB in Q4 2022 and has held it in 14 quarters since. 1,713 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Trifecta Capital Advisors held 790 shares of Kimberly-Clark worth $86.7K as of Q2 2026.
  • Trifecta Capital Advisors left its Kimberly-Clark share count unchanged in Q2 2026.
  • Kimberly-Clark made up 0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #158 holding.
  • Trifecta Capital Advisors first reported a position in Kimberly-Clark in Q4 2022 and has held it in 14 quarters since.
  • 1,713 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.