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SageView Advisory Group’s Kimberly-Clark KMB Stock Holding History

SageView Advisory Group’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
Q2 		$254K Buy
2,313
+86
+4% +$8.52K 0.01% 542
2026
Q1 		$215K Sell
2,227
-59
-3% -$6.04K 0.01% 559
2025
Q4 		$231K Sell
2,286
-48
-2% -$5.25K 0.01% 548
2025
Q3 		$290K Buy
2,334
+297
+15% +$38.4K 0.01% 530
2025
Q2 		$258K Buy
2,037
+303
+17% +$41.1K 0.01% 535
2025
Q1 		$247K Buy
1,734
+28
+2% +$3.77K 0.01% 523
2024
Q4 		$224K Buy
1,706
+74
+5% +$10.1K 0.01% 541
2024
Q3 		$232K Sell
1,632
-223
-12% -$31.6K 0.01% 464
2024
Q2 		$256K Buy
+1,855
New +$248K 0.01% 474

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

SageView Advisory Group's KMB Position: Q2 2026 in Review

SageView Advisory Group increased its Kimberly-Clark (KMB) stake by 3.9% in Q2 2026, buying an estimated $8.52K and bringing the position to 2,313 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #542.

SageView Advisory Group first reported a position in KMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $290K in Q3 2025. 1,713 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • SageView Advisory Group held 2,313 shares of Kimberly-Clark worth $254K as of Q2 2026.
  • SageView Advisory Group bought 86 Kimberly-Clark shares in Q2 2026, an estimated $8.52K.
  • Kimberly-Clark made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #542 holding.
  • SageView Advisory Group first reported a position in Kimberly-Clark in Q2 2024 and has held it in 9 quarters since.
  • SageView Advisory Group's Kimberly-Clark position peaked at $290K in Q3 2025.
  • 1,713 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.