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Regal Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Regal 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
2019
Q2 		– Sell
-300
Closed -$37K – 343
2019
Q1 		$37K Buy
+300
New +$34.9K 0.01% 335

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 $3.37T AUM 44.26% 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

Regal Investment Advisors's KMB Position: Q2 2026 in Review

Regal Investment Advisors reduced its Kimberly-Clark (KMB) stake by 2% in Q2 2026, selling an estimated $44.3K and leaving 21,375 shares worth $2.35M. The position accounts for 0.12% of the portfolio, ranked #196.

Regal Investment Advisors first reported a position in KMB in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.46M in Q3 2024. 1,713 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Regal Investment Advisors held 21,375 shares of Kimberly-Clark worth $2.35M as of Q2 2026.
  • Regal Investment Advisors sold 447 Kimberly-Clark shares in Q2 2026, an estimated $44.3K.
  • Kimberly-Clark made up 0.12% of Regal Investment Advisors's portfolio in Q2 2026, its #196 holding.
  • Regal Investment Advisors first reported a position in Kimberly-Clark in Q2 2013 and has held it in 50 quarters since.
  • Regal Investment Advisors's Kimberly-Clark position peaked at $4.46M in Q3 2024.
  • 1,713 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.