MWA
KMB icon

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

Medallion 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 		$80.5K Buy
3,084
+1,975
+178% +$196K 0.03% 376
2026
Q1 		$107K Sell
1,109
-155
-12% -$15.9K 0.03% 342
2025
Q4 		$128K Hold
1,264
– – 0.04% 315
2025
Q3 		$157K Hold
1,264
– – 0.06% 266
2025
Q2 		$165K Hold
1,264
– – 0.06% 253
2025
Q1 		$180K Buy
1,264
+100
+9% +$13.5K 0.08% 213
2024
Q4 		$157K Buy
+1,164
New +$159K 0.08% 216

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

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

Medallion Wealth Advisors increased its Kimberly-Clark (KMB) stake by 178% in Q2 2026, buying an estimated $196K and bringing the position to 3,084 shares worth $80.5K. The position accounts for 0.03% of the portfolio, ranked #376.

Medallion Wealth Advisors first reported a position in KMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $180K in Q1 2025. 1,713 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Medallion Wealth Advisors held 3,084 shares of Kimberly-Clark worth $80.5K as of Q2 2026.
  • Medallion Wealth Advisors bought 1,975 Kimberly-Clark shares in Q2 2026, an estimated $196K.
  • Kimberly-Clark made up 0.03% of Medallion Wealth Advisors's portfolio in Q2 2026, its #376 holding.
  • Medallion Wealth Advisors first reported a position in Kimberly-Clark in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Kimberly-Clark position peaked at $180K in Q1 2025.
  • 1,713 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

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