OHWA
KMB icon

Oak Hill Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Oak Hill 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
2024
Q4 		– Sell
-1,411
Closed -$201K – 193
2024
Q3 		$201K Buy
+1,411
New +$200K 0.05% 114

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Oak Hill Wealth Advisors's KMB Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its Kimberly-Clark (KMB) position steady in Q3 2025 at 1,810 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #134.

Oak Hill Wealth Advisors first reported a position in KMB in Q4 2022 and has held it in 8 quarters since. The position peaked at $258K in Q1 2025. 1,719 funds tracked by Wall St. Rank hold KMB as of Q3 2025.

  • Oak Hill Wealth Advisors held 1,810 shares of Kimberly-Clark worth $225K as of Q3 2025.
  • Oak Hill Wealth Advisors left its Kimberly-Clark share count unchanged in Q3 2025.
  • Kimberly-Clark made up 0.04% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #134 holding.
  • Oak Hill Wealth Advisors first reported a position in Kimberly-Clark in Q4 2022 and has held it in 8 quarters since.
  • Oak Hill Wealth Advisors's Kimberly-Clark position peaked at $258K in Q1 2025.
  • 1,719 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.