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Avantax Planning Partners’s Kimberly-Clark KMB Stock Holding History

Avantax Planning Partners’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 		$3.19M Buy
29,102
+898
+3% +$89K 0.08% 122
2026
Q1 		$2.72M Buy
28,204
+1,363
+5% +$139K 0.07% 123
2025
Q4 		$2.71M Buy
26,841
+1,735
+7% +$190K 0.08% 122
2025
Q3 		$3.12M Buy
25,106
+1,721
+7% +$222K 0.09% 108
2025
Q2 		$3.01M Buy
23,385
+1,124
+5% +$152K 0.1% 110
2025
Q1 		$3.17M Buy
22,261
+2,004
+10% +$270K 0.11% 106
2024
Q4 		$2.65M Buy
20,257
+937
+5% +$128K 0.1% 113
2024
Q3 		$2.75M Sell
19,320
-4,102
-18% -$582K 0.1% 112
2024
Q2 		$3.24M Buy
23,422
+9,337
+66% +$1.25M 0.1% 108
2024
Q1 		$1.82M Buy
14,085
+11,254
+398% +$1.38M 0.06% 151
2023
Q4 		$344K Buy
2,831
+412
+17% +$49.8K 0.01% 281
2023
Q3 		$292K Sell
2,419
-4
-0.2% -$517 0.01% 287
2023
Q2 		$335K Buy
2,423
+5
+0.2% +$696 0.01% 276
2023
Q1 		$325K Sell
2,418
-283
-10% -$36.8K 0.01% 276
2022
Q4 		$367K Buy
2,701
+77
+3% +$9.78K 0.01% 270
2022
Q3 		$295K Sell
2,624
-25
-0.9% -$3.25K 0.01% 283
2022
Q2 		$358K Buy
2,649
+219
+9% +$28.9K 0.02% 250
2022
Q1 		$299K Sell
2,430
-102
-4% -$13.5K 0.01% 283
2021
Q4 		$362K Buy
2,532
+37
+1% +$4.98K 0.01% 246
2021
Q3 		$330K Buy
2,495
+3
+0.1% +$408 0.02% 240
2021
Q2 		$333K Sell
2,492
-262
-10% -$35K 0.02% 243
2021
Q1 		$383K Sell
2,754
-1,008
-27% -$134K 0.02% 213
2020
Q4 		$507K Buy
3,762
+291
+8% +$40.7K 0.03% 178
2020
Q3 		$513K Buy
3,471
+80
+2% +$12K 0.03% 177
2020
Q2 		$479K Buy
3,391
+456
+16% +$62.9K 0.03% 173
2020
Q1 		$375K Buy
2,935
+859
+41% +$119K 0.03% 183
2019
Q4 		$286K Buy
2,076
+32
+2% +$4.33K 0.02% 241
2019
Q3 		$290K Sell
2,044
-35
-2% -$4.81K 0.02% 240
2019
Q2 		$288K Sell
2,079
-219
-10% -$28.2K 0.02% 236
2019
Q1 		$285K Buy
2,298
+90
+4% +$10.5K 0.02% 237
2018
Q4 		$252K Buy
2,208
+99
+5% +$11K 0.02% 221
2018
Q3 		$240K Sell
2,109
-195
-8% -$21.9K 0.02% 220
2018
Q2 		$243K Sell
2,304
-114
-5% -$11.8K 0.02% 209
2018
Q1 		$265K Buy
2,418
+509
+27% +$57.9K 0.02% 247
2017
Q4 		$230K Sell
1,909
-1,605
-46% -$187K 0.02% 275
2017
Q3 		$414K Buy
3,514
+2
+0.1% +$244 0.03% 232
2017
Q2 		$453K Buy
3,512
+7
+0.2% +$911 0.04% 202
2017
Q1 		$461K Sell
3,505
-18
-0.5% -$2.27K 0.04% 192
2016
Q4 		$402K Buy
+3,523
New +$409K 0.04% 193

Other funds holding KMB

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Avantax Planning Partners's KMB Position: Q2 2026 in Review

Avantax Planning Partners increased its Kimberly-Clark (KMB) stake by 3.2% in Q2 2026, buying an estimated $89K and bringing the position to 29,102 shares worth $3.19M. The position accounts for 0.08% of the portfolio, ranked #122.

Avantax Planning Partners first reported a position in KMB in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.24M in Q2 2024. 694 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Avantax Planning Partners held 29,102 shares of Kimberly-Clark worth $3.19M as of Q2 2026.
  • Avantax Planning Partners bought 898 Kimberly-Clark shares in Q2 2026, an estimated $89K.
  • Kimberly-Clark made up 0.08% of Avantax Planning Partners's portfolio in Q2 2026, its #122 holding.
  • Avantax Planning Partners first reported a position in Kimberly-Clark in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's Kimberly-Clark position peaked at $3.24M in Q2 2024.
  • 694 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.