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Legacy Capital Group California’s Kimberly-Clark KMB Stock Holding History

Legacy Capital Group California’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 		$864K Sell
7,867
-100
-1% -$9.91K 0.26% 110
2026
Q1 		$769K Buy
7,967
+4,371
+122% +$447K 0.29% 108
2025
Q4 		$363K Buy
+3,596
New +$393K 0.09% 263
2025
Q1 		– Sell
-6,105
Closed -$800K – 336
2024
Q4 		$800K Sell
6,105
-145
-2% -$19.8K 0.24% 108
2024
Q3 		$889K Sell
6,250
-33
-0.5% -$4.68K 0.3% 91
2024
Q2 		$868K Sell
6,283
-217
-3% -$29K 0.31% 87
2024
Q1 		$841K Sell
6,500
-3,378
-34% -$415K 0.31% 101
2023
Q4 		$1.2M Buy
9,878
+69
+0.7% +$8.34K 0.46% 37
2023
Q3 		$1.19M Buy
9,809
+6,830
+229% +$882K 0.51% 32
2023
Q2 		$411K Buy
2,979
+114
+4% +$15.9K 0.17% 175
2023
Q1 		$385K Buy
+2,865
New +$372K 0.19% 159

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 Capital Group California's KMB Position: Q2 2026 in Review

Legacy Capital Group California reduced its Kimberly-Clark (KMB) stake by 1.3% in Q2 2026, selling an estimated $9.91K and leaving 7,867 shares worth $864K. The position accounts for 0.26% of the portfolio, ranked #110.

Legacy Capital Group California first reported a position in KMB in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q4 2023. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Legacy Capital Group California held 7,867 shares of Kimberly-Clark worth $864K as of Q2 2026.
  • Legacy Capital Group California sold 100 Kimberly-Clark shares in Q2 2026, an estimated $9.91K.
  • Kimberly-Clark made up 0.26% of Legacy Capital Group California's portfolio in Q2 2026, its #110 holding.
  • Legacy Capital Group California first reported a position in Kimberly-Clark in Q1 2023 and has held it in 11 quarters since.
  • Legacy Capital Group California's Kimberly-Clark position peaked at $1.2M in Q4 2023.
  • 1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.