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Wealth Preservation Advisors’s Kimberly-Clark KMB Stock Holding History

Wealth Preservation 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
2025
Q4 		– Sell
-39
Closed -$4.85K – 614
2025
Q3 		$4.85K Hold
39
– – ﹤0.01% 368
2025
Q2 		$5.03K Hold
39
– – ﹤0.01% 361
2025
Q1 		$5.55K Buy
+39
New +$5.25K ﹤0.01% 364

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealth Preservation Advisors's KMB Position: Q4 2025 in Review

Wealth Preservation Advisors sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 39 shares — an estimated $4.85K sold.

Wealth Preservation Advisors first reported a position in KMB in Q1 2025 and held it in 3 quarters. The position peaked at $5.55K in Q1 2025. 1,682 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • Wealth Preservation Advisors reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • Wealth Preservation Advisors sold 39 Kimberly-Clark shares in Q4 2025, an estimated $4.85K.
  • Wealth Preservation Advisors first reported a position in Kimberly-Clark in Q1 2025 and held it in 3 quarters.
  • Wealth Preservation Advisors's Kimberly-Clark position peaked at $5.55K in Q1 2025.
  • 1,682 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on Wealth Preservation Advisors's 13F filing for Q4 2025, filed 23 Feb 2026.