Heritage Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-1,917
| Closed | -$210K | – | 422 |
|
|
2026
Q2 | $210K | Buy |
1,917
+100
| +6% | +$9.9K | 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% | -$2.8K | 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
Heritage Wealth Advisors's KMB Position: Q3 2026 in Review
Heritage Wealth Advisors sold out of Kimberly-Clark (KMB) in Q3 2026, closing a stake of 1,917 shares — an estimated $210K sold.
Heritage Wealth Advisors first reported a position in KMB in Q3 2018 and held it in 32 quarters. The position peaked at $409K in Q3 2020. 1,103 funds tracked by Wall St. Rank hold KMB as of Q3 2026.
- Heritage Wealth Advisors reported no remaining Kimberly-Clark position as of Q3 2026 after selling out during the quarter.
- Heritage Wealth Advisors sold 1,917 Kimberly-Clark shares in Q3 2026, an estimated $210K.
- Heritage Wealth Advisors first reported a position in Kimberly-Clark in Q3 2018 and held it in 32 quarters.
- Heritage Wealth Advisors's Kimberly-Clark position peaked at $409K in Q3 2020.
- 1,103 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.
Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.