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Lloyd Advisory Services’s Kimberly-Clark KMB Stock Holding History

Lloyd Advisory Services’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 		$216K Buy
1,963
+1,411
+256% +$140K 0.08% 108
2026
Q1 		$53.3K Sell
552
-610
-52% -$62.4K 0.02% 268
2025
Q4 		$117K Buy
+1,162
New +$127K 0.05% 166
2024
Q2 		– Sell
-10,675
Closed -$1.38M – 150
2024
Q1 		$1.38M Buy
10,675
+8,223
+335% +$1.01M 0.29% 57
2023
Q4 		$298K Buy
2,452
+640
+35% +$77.4K 0.14% 87
2023
Q3 		$219K Buy
+1,812
New +$234K 0.07% 228
2022
Q2 		– Sell
-1,133
Closed -$140K – 331
2022
Q1 		$140K Buy
1,133
+24
+2% +$3.17K 0.07% 125
2021
Q4 		$158K Buy
1,109
+191
+21% +$25.7K 0.07% 110
2021
Q3 		$122K Buy
918
+242
+36% +$32.9K 0.06% 113
2021
Q2 		$90K Buy
676
+29
+4% +$3.87K 0.05% 124
2021
Q1 		$90K Sell
647
-12
-2% -$1.59K 0.05% 108
2020
Q4 		$89K Buy
659
+384
+140% +$53.8K 0.05% 88
2020
Q3 		$41K Hold
275
– – 0.02% 111
2020
Q2 		$39K Sell
275
-628
-70% -$86.7K 0.02% 119
2020
Q1 		$116K Sell
903
-211
-19% -$29.2K 0.09% 70
2019
Q4 		$153K Buy
+1,114
New +$151K 0.14% 79

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

Lloyd Advisory Services's KMB Position: Q2 2026 in Review

Lloyd Advisory Services increased its Kimberly-Clark (KMB) stake by 256% in Q2 2026, buying an estimated $140K and bringing the position to 1,963 shares worth $216K. The position accounts for 0.08% of the portfolio, ranked #108.

Lloyd Advisory Services first reported a position in KMB in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.38M in Q1 2024. 1,705 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Lloyd Advisory Services held 1,963 shares of Kimberly-Clark worth $216K as of Q2 2026.
  • Lloyd Advisory Services bought 1,411 Kimberly-Clark shares in Q2 2026, an estimated $140K.
  • Kimberly-Clark made up 0.08% of Lloyd Advisory Services's portfolio in Q2 2026, its #108 holding.
  • Lloyd Advisory Services first reported a position in Kimberly-Clark in Q4 2019 and has held it in 16 quarters since.
  • Lloyd Advisory Services's Kimberly-Clark position peaked at $1.38M in Q1 2024.
  • 1,705 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.