MFG
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Merit Financial Group’s Kimberly-Clark KMB Stock Holding History

Merit Financial Group’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 		$2.34M Buy
21,292
+1,166
+6% +$116K 0.01% 689
2026
Q1 		$1.94M Buy
20,126
+866
+4% +$88.6K 0.01% 693
2025
Q4 		$1.94M Sell
19,260
-759
-4% -$83K 0.02% 659
2025
Q3 		$2.49M Sell
20,019
-645
-3% -$83.4K 0.02% 491
2025
Q2 		$2.66M Buy
20,664
+7,391
+56% +$1M 0.03% 431
2025
Q1 		$1.89M Buy
13,273
+3,699
+39% +$498K 0.03% 437
2024
Q4 		$1.25M Buy
9,574
+2,002
+26% +$273K 0.02% 451
2024
Q3 		$1.08M Sell
7,572
-1,073
-12% -$152K 0.02% 406
2024
Q2 		$1.19M Buy
8,645
+230
+3% +$30.7K 0.03% 367
2024
Q1 		$1.15M Buy
8,415
+72
+0.9% +$8.84K 0.03% 367
2023
Q4 		$1.01M Buy
8,343
+1,820
+28% +$220K 0.03% 312
2023
Q3 		$788K Sell
6,523
-87
-1% -$11.2K 0.03% 365
2023
Q2 		$913K Buy
6,610
+558
+9% +$77.7K 0.03% 353
2023
Q1 		$812K Buy
6,052
+489
+9% +$63.5K 0.03% 318
2022
Q4 		$755K Buy
5,563
+523
+10% +$66.4K 0.03% 341
2022
Q3 		$567K Buy
5,040
+659
+15% +$85.7K 0.02% 333
2022
Q2 		$592K Buy
4,381
+279
+7% +$36.8K 0.02% 322
2022
Q1 		$505K Buy
4,102
+791
+24% +$104K 0.03% 234
2021
Q4 		$473K Sell
3,311
-48
-1% -$6.46K 0.05% 171
2021
Q3 		$445K Buy
3,359
+113
+3% +$15.4K 0.05% 169
2021
Q2 		$434K Sell
3,246
-1,002
-24% -$134K 0.04% 170
2021
Q1 		$591K Buy
4,248
+162
+4% +$21.5K 0.06% 135
2020
Q4 		$551K Sell
4,086
-399
-9% -$55.9K 0.05% 130
2020
Q3 		$662K Buy
4,485
+619
+16% +$93K 0.06% 117
2020
Q2 		$546K Sell
3,866
-123
-3% -$17K 0.05% 119
2020
Q1 		$510K Buy
3,989
+288
+8% +$39.8K 0.06% 122
2019
Q4 		$509K Buy
3,701
+1,519
+70% +$205K 0.05% 138
2019
Q3 		$310K Hold
2,182
– – 0.03% 113
2019
Q2 		$290K Buy
2,182
+136
+7% +$17.5K 0.03% 95
2019
Q1 		$253K Hold
2,046
– – 0.03% 102
2018
Q4 		$233K Buy
2,046
+63
+3% +$6.99K 0.04% 100
2018
Q3 		$225K Buy
+1,983
New +$222K 0.04% 107
2018
Q1 		– Sell
-1,705
Closed -$205K – 120
2017
Q4 		$205K Buy
+1,705
New +$199K 0.04% 104

Other funds holding KMB

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Merit Financial Group's KMB Position: Q2 2026 in Review

Merit Financial Group increased its Kimberly-Clark (KMB) stake by 5.8% in Q2 2026, buying an estimated $116K and bringing the position to 21,292 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #689.

Merit Financial Group first reported a position in KMB in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.66M in Q2 2025. 677 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Merit Financial Group held 21,292 shares of Kimberly-Clark worth $2.34M as of Q2 2026.
  • Merit Financial Group bought 1,166 Kimberly-Clark shares in Q2 2026, an estimated $116K.
  • Kimberly-Clark made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #689 holding.
  • Merit Financial Group first reported a position in Kimberly-Clark in Q4 2017 and has held it in 33 quarters since.
  • Merit Financial Group's Kimberly-Clark position peaked at $2.66M in Q2 2025.
  • 677 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.