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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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regal Investment Advisors's KMB Position: Q1 2026 in Review

Regal Investment Advisors reduced its Kimberly-Clark (KMB) stake by 0.33% in Q1 2026, selling an estimated $7.47K and leaving 21,822 shares worth $2.11M. The position accounts for 0.12% of the portfolio, ranked #192.

Regal Investment Advisors first reported a position in KMB in Q2 2013 and has held it in 49 quarters since. The position peaked at $4.46M in Q3 2024. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Regal Investment Advisors held 21,822 shares of Kimberly-Clark worth $2.11M as of Q1 2026.
  • Regal Investment Advisors sold 73 Kimberly-Clark shares in Q1 2026, an estimated $7.47K.
  • Kimberly-Clark made up 0.12% of Regal Investment Advisors's portfolio in Q1 2026, its #192 holding.
  • Regal Investment Advisors first reported a position in Kimberly-Clark in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's Kimberly-Clark position peaked at $4.46M in Q3 2024.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.