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Wakefield Asset Management’s Kimberly-Clark KMB Stock Holding History

Wakefield Asset Management’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 		$225K Hold
2,332
– – 0.06% 208
2025
Q4 		$235K Buy
+2,332
New +$255K 0.06% 200
2025
Q1 		– Sell
-26,469
Closed -$3.47M – 215
2024
Q4 		$3.47M Sell
26,469
-81
-0.3% -$11K 1.17% 27
2024
Q3 		$3.78M Buy
26,550
+121
+0.5% +$17.2K 1.23% 22
2024
Q2 		$3.65M Buy
+26,429
New +$3.53M 1.28% 21
2024
Q1 		– Sell
-2,223
Closed -$270K – 163
2023
Q4 		$270K Buy
+2,223
New +$269K 0.1% 145

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

Wakefield Asset Management's KMB Position: Q1 2026 in Review

Wakefield Asset Management held its Kimberly-Clark (KMB) position steady in Q1 2026 at 2,332 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #208.

Wakefield Asset Management first reported a position in KMB in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.78M in Q3 2024. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Wakefield Asset Management held 2,332 shares of Kimberly-Clark worth $225K as of Q1 2026.
  • Wakefield Asset Management left its Kimberly-Clark share count unchanged in Q1 2026.
  • Kimberly-Clark made up 0.06% of Wakefield Asset Management's portfolio in Q1 2026, its #208 holding.
  • Wakefield Asset Management first reported a position in Kimberly-Clark in Q4 2023 and has held it in 6 quarters since.
  • Wakefield Asset Management's Kimberly-Clark position peaked at $3.78M in Q3 2024.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Wakefield Asset Management's 13F filing for Q1 2026, filed 12 May 2026.