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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mount Yale Investment Advisors's KMB Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Kimberly-Clark (KMB) stake by 30% in Q1 2026, selling an estimated $97.1K and leaving 2,191 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #1026.

Mount Yale Investment Advisors first reported a position in KMB in Q1 2018 and has held it in 10 quarters since. The position peaked at $384K in Q2 2018. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

Mount Yale Investment Advisors held 2,191 shares of Kimberly-Clark worth $216K as of Q1 2026.
Mount Yale Investment Advisors sold 949 Kimberly-Clark shares in Q1 2026, an estimated $97.1K.
Kimberly-Clark made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1026 holding.
Mount Yale Investment Advisors first reported a position in Kimberly-Clark in Q1 2018 and has held it in 10 quarters since.
Mount Yale Investment Advisors's Kimberly-Clark position peaked at $384K in Q2 2018.
1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.