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Mount Yale Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Mount Yale Investment 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 		$640K Buy
5,774
+3,583
+164% +$355K 0.01% 707
2026
Q1 		$216K Sell
2,191
-949
-30% -$97.1K 0.01% 1026
2025
Q4 		$321K Buy
3,140
+1,157
+58% +$127K 0.02% 576
2025
Q3 		$249K Buy
1,983
+1,002
+102% +$130K 0.02% 562
2025
Q2 		$126K Buy
+981
New +$133K 0.01% 619
2020
Q4 		– Sell
-1,936
Closed -$286K – 413
2020
Q3 		$286K Buy
1,936
+113
+6% +$17K 0.04% 284
2020
Q2 		$258K Sell
1,823
-62
-3% -$8.56K 0.05% 276
2020
Q1 		$241K Buy
+1,885
New +$261K 0.05% 254
2018
Q4 		– Sell
-984
Closed -$106K – 548
2018
Q3 		$106K Sell
984
-2,661
-73% -$298K 0.02% 423
2018
Q2 		$384K Buy
3,645
+270
+8% +$28.1K 0.07% 219
2018
Q1 		$372K Buy
+3,375
New +$384K 0.08% 219

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's KMB Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Kimberly-Clark (KMB) stake by 164% in Q2 2026, buying an estimated $355K and bringing the position to 5,774 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #707.

Mount Yale Investment Advisors first reported a position in KMB in Q1 2018 and has held it in 11 quarters since. 1,715 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Mount Yale Investment Advisors held 5,774 shares of Kimberly-Clark worth $640K as of Q2 2026.
  • Mount Yale Investment Advisors bought 3,583 Kimberly-Clark shares in Q2 2026, an estimated $355K.
  • Kimberly-Clark made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #707 holding.
  • Mount Yale Investment Advisors first reported a position in Kimberly-Clark in Q1 2018 and has held it in 11 quarters since.
  • 1,715 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.