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Wills Financial Group’s Kimberly-Clark KMB Stock Holding History

Wills Financial Group’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 		$4.48M Sell
46,172
-2,004
-4% -$205K 1.69% 21
2025
Q4 		$4.86M Buy
+48,176
New +$5.27M 1.86% 19

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

Wills Financial Group's KMB Position: Q1 2026 in Review

Wills Financial Group reduced its Kimberly-Clark (KMB) stake by 4.2% in Q1 2026, selling an estimated $205K and leaving 46,172 shares worth $4.48M. The position accounts for 1.69% of the portfolio, ranked #21.

Wills Financial Group first reported a position in KMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.86M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Wills Financial Group held 46,172 shares of Kimberly-Clark worth $4.48M as of Q1 2026.
  • Wills Financial Group sold 2,004 Kimberly-Clark shares in Q1 2026, an estimated $205K.
  • Kimberly-Clark made up 1.69% of Wills Financial Group's portfolio in Q1 2026, its #21 holding.
  • Wills Financial Group first reported a position in Kimberly-Clark in Q4 2025 and has held it in 2 quarters since.
  • Wills Financial Group's Kimberly-Clark position peaked at $4.86M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.