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My Legacy Advisors’s Kimberly-Clark KMB Stock Holding History

My Legacy 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
2025
Q2 		$375K Buy
2,842
+780
+38% +$106K 0.13% 158
2025
Q1 		$293K Buy
2,062
+118
+6% +$15.9K 0.11% 175
2024
Q4 		$244K Buy
1,944
+203
+12% +$27.7K 0.09% 188
2024
Q3 		$248K Buy
1,741
+76
+5% +$10.8K 0.1% 184
2024
Q2 		$230K Buy
+1,665
New +$222K 0.07% 199

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

My Legacy Advisors's KMB Position: Q2 2025 in Review

My Legacy Advisors increased its Kimberly-Clark (KMB) stake by 38% in Q2 2025, buying an estimated $106K and bringing the position to 2,842 shares worth $375K. The position accounts for 0.13% of the portfolio, ranked #158.

My Legacy Advisors first reported a position in KMB in Q2 2024 and has held it in 5 quarters since. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • My Legacy Advisors held 2,842 shares of Kimberly-Clark worth $375K as of Q2 2025.
  • My Legacy Advisors bought 780 Kimberly-Clark shares in Q2 2025, an estimated $106K.
  • Kimberly-Clark made up 0.13% of My Legacy Advisors's portfolio in Q2 2025, its #158 holding.
  • My Legacy Advisors first reported a position in Kimberly-Clark in Q2 2024 and has held it in 5 quarters since.
  • 1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.