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Advisor OS’s Kimberly-Clark KMB Stock Holding History

Advisor OS’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 		$453K Sell
4,131
-114
-3% -$11.3K 0.03% 342
2026
Q1 		$410K Sell
4,245
-3,602
-46% -$369K 0.03% 344
2025
Q4 		$792K Buy
7,847
+454
+6% +$49.7K 0.06% 198
2025
Q3 		$919K Sell
7,393
-253
-3% -$32.7K 0.08% 167
2025
Q2 		$986K Buy
7,646
+496
+7% +$67.3K 0.1% 152
2025
Q1 		$1.02M Sell
7,150
-5,341
-43% -$720K 0.12% 124
2024
Q4 		$1.64M Buy
12,491
+5,120
+69% +$698K 0.19% 81
2024
Q3 		$1.05M Buy
7,371
+342
+5% +$48.5K 0.1% 149
2024
Q2 		$971K Buy
7,029
+2,367
+51% +$316K 0.11% 166
2024
Q1 		$603K Buy
4,662
+2,479
+114% +$304K 0.07% 216
2023
Q4 		$265K Buy
+2,183
New +$264K 0.03% 278
2023
Q3 		– Sell
-17,981
Closed -$2.48M – 303
2023
Q2 		$2.48M Buy
17,981
+162
+0.9% +$22.6K 0.41% 49
2023
Q1 		$2.39M Buy
17,819
+138
+0.8% +$17.9K 0.57% 41
2022
Q4 		$2.4M Buy
17,681
+202
+1% +$25.7K 0.64% 39
2022
Q3 		$1.97M Buy
17,479
+158
+0.9% +$20.5K 0.59% 36
2022
Q2 		$2.34M Buy
17,321
+156
+0.9% +$20.6K 0.68% 32
2022
Q1 		$2.11M Sell
17,165
-83
-0.5% -$11K 0.61% 35
2021
Q4 		$2.46M Sell
17,248
-1,948
-10% -$262K 0.5% 49
2021
Q3 		$2.54M Sell
19,196
-20,211
-51% -$2.75M 0.55% 38
2021
Q2 		$5.27M Buy
39,407
+1,247
+3% +$166K 1.09% 19
2021
Q1 		$5.31M Buy
38,160
+984
+3% +$131K 1.2% 19
2020
Q4 		$5.01M Buy
+37,176
New +$5.2M 1.35% 18

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

Advisor OS's KMB Position: Q2 2026 in Review

Advisor OS reduced its Kimberly-Clark (KMB) stake by 2.7% in Q2 2026, selling an estimated $11.3K and leaving 4,131 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #342.

Advisor OS first reported a position in KMB in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.31M in Q1 2021. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Advisor OS held 4,131 shares of Kimberly-Clark worth $453K as of Q2 2026.
  • Advisor OS sold 114 Kimberly-Clark shares in Q2 2026, an estimated $11.3K.
  • Kimberly-Clark made up 0.03% of Advisor OS's portfolio in Q2 2026, its #342 holding.
  • Advisor OS first reported a position in Kimberly-Clark in Q4 2020 and has held it in 22 quarters since.
  • Advisor OS's Kimberly-Clark position peaked at $5.31M in Q1 2021.
  • 1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.