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Legacy Advisors’s Kimberly-Clark KMB Stock Holding History

Legacy 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 		$238K Sell
2,146
-196
-8% -$19.4K 0.02% 292
2026
Q1 		$229K Sell
2,342
-382
-14% -$39.1K 0.03% 253
2025
Q4 		$278K Sell
2,724
-621
-19% -$67.9K 0.03% 230
2025
Q3 		$420K Buy
+3,345
New +$432K 0.05% 167
2025
Q1 		$599K Buy
4,173
+57
+1% +$7.68K 0.06% 236
2024
Q4 		$544K Buy
4,116
+75
+2% +$10.2K 0.05% 241
2024
Q3 		$580K Buy
4,041
+58
+1% +$8.22K 0.06% 226
2024
Q2 		$555K Buy
3,983
+33
+0.8% +$4.41K 0.07% 196
2024
Q1 		$511K Buy
3,950
+42
+1% +$5.16K 0.06% 201
2023
Q4 		$479K Buy
3,908
+141
+4% +$17K 0.06% 200
2023
Q3 		$460K Buy
3,767
+553
+17% +$71.4K 0.07% 189
2023
Q2 		$444K Buy
+3,214
New +$447K 0.07% 185
2019
Q3 		– Sell
-945
Closed -$127K – 223
2019
Q2 		$127K Hold
945
– – 0.09% 144
2019
Q1 		$118K Buy
+945
New +$110K 0.04% 141
2018
Q4 		– Sell
-945
Closed -$108K – 256
2018
Q3 		$108K Hold
945
– – 0.05% 175
2018
Q2 		$100K Buy
945
+319
+51% +$33.1K 0.07% 137
2018
Q1 		$66K Buy
+626
New +$71.3K 0.05% 142
2017
Q4 		– Sell
-65
Closed -$7K – 397
2017
Q3 		$7K Buy
+65
New +$7.94K 0.01% 253

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

Legacy Advisors's KMB Position: Q2 2026 in Review

Legacy Advisors reduced its Kimberly-Clark (KMB) stake by 8.4% in Q2 2026, selling an estimated $19.4K and leaving 2,146 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #292.

Legacy Advisors first reported a position in KMB in Q3 2017 and has held it in 18 quarters since. The position peaked at $599K in Q1 2025. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Legacy Advisors held 2,146 shares of Kimberly-Clark worth $238K as of Q2 2026.
  • Legacy Advisors sold 196 Kimberly-Clark shares in Q2 2026, an estimated $19.4K.
  • Kimberly-Clark made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #292 holding.
  • Legacy Advisors first reported a position in Kimberly-Clark in Q3 2017 and has held it in 18 quarters since.
  • Legacy Advisors's Kimberly-Clark position peaked at $599K in Q1 2025.
  • 1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.