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

Heritage Wealth 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
2026
Q2 		$210K Buy
1,917
+100
+6% +$9.91K 0.01% 216
2026
Q1 		$175K Hold
1,817
– – 0.01% 214
2025
Q4 		$183K Hold
1,817
– – 0.01% 224
2025
Q3 		$226K Hold
1,817
– – 0.01% 195
2025
Q2 		$234K Hold
1,817
– – 0.01% 191
2025
Q1 		$258K Hold
1,817
– – 0.01% 177
2024
Q4 		$238K Sell
1,817
-60
-3% -$8.18K 0.01% 184
2024
Q3 		$267K Sell
1,877
-39
-2% -$5.53K 0.01% 188
2024
Q2 		$265K Sell
1,916
-21
-1% -$2.81K 0.01% 178
2024
Q1 		$251K Hold
1,937
– – 0.01% 194
2023
Q4 		$235K Hold
1,937
– – 0.01% 199
2023
Q3 		$234K Hold
1,937
– – 0.01% 183
2023
Q2 		$267K Sell
1,937
-42
-2% -$5.85K 0.01% 182
2023
Q1 		$266K Sell
1,979
-300
-13% -$39K 0.01% 178
2022
Q4 		$309K Hold
2,279
– – 0.02% 167
2022
Q3 		$256K Sell
2,279
-160
-7% -$20.8K 0.02% 175
2022
Q2 		$330K Buy
2,439
+120
+5% +$15.8K 0.02% 150
2022
Q1 		$286K Sell
2,319
-33
-1% -$4.36K 0.02% 161
2021
Q4 		$336K Sell
2,352
-105
-4% -$14.1K 0.02% 158
2021
Q3 		$325K Sell
2,457
-40
-2% -$5.44K 0.02% 160
2021
Q2 		$334K Hold
2,497
– – 0.02% 161
2021
Q1 		$347K Sell
2,497
-313
-11% -$41.5K 0.02% 163
2020
Q4 		$379K Buy
2,810
+39
+1% +$5.46K 0.02% 153
2020
Q3 		$409K Buy
2,771
+178
+7% +$26.7K 0.05% 103
2020
Q2 		$367K Buy
2,593
+2,084
+409% +$288K 0.05% 103
2020
Q1 		$65.1K Sell
509
-8
-2% -$1.11K 0.01% 234
2019
Q4 		$71.1K Buy
517
+8
+2% +$1.08K 0.01% 272
2019
Q3 		$72K Hold
509
– – 0.01% 241
2019
Q2 		$67.8K Hold
509
– – 0.01% 228
2019
Q1 		$63.1K Buy
509
+187
+58% +$21.7K 0.01% 210
2018
Q4 		$36K Hold
322
– – 0.01% 215
2018
Q3 		$36K Buy
+322
New +$36.1K 0.01% 221

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

Heritage Wealth Advisors's KMB Position: Q2 2026 in Review

Heritage Wealth Advisors increased its Kimberly-Clark (KMB) stake by 5.5% in Q2 2026, buying an estimated $9.91K and bringing the position to 1,917 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #216.

Heritage Wealth Advisors first reported a position in KMB in Q3 2018 and has held it in 32 quarters since. The position peaked at $409K in Q3 2020. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Heritage Wealth Advisors held 1,917 shares of Kimberly-Clark worth $210K as of Q2 2026.
  • Heritage Wealth Advisors bought 100 Kimberly-Clark shares in Q2 2026, an estimated $9.91K.
  • Kimberly-Clark made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #216 holding.
  • Heritage Wealth Advisors first reported a position in Kimberly-Clark in Q3 2018 and has held it in 32 quarters since.
  • Heritage Wealth Advisors's Kimberly-Clark position peaked at $409K in Q3 2020.
  • 1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.