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SOA Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

SOA 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
2026
Q2 		$2.65K Hold
24
– – ﹤0.01% 750
2026
Q1 		$2.3K Hold
24
– – ﹤0.01% 703
2025
Q4 		$2.37K Buy
24
+1
+4% +$109 ﹤0.01% 704
2025
Q3 		$2.9K Hold
23
– – ﹤0.01% 708
2025
Q2 		$2.97K Hold
23
– – ﹤0.01% 687
2025
Q1 		$3.25K Sell
23
-81
-78% -$10.9K ﹤0.01% 669
2024
Q4 		$13.7K Sell
104
-70
-40% -$9.54K ﹤0.01% 512
2024
Q3 		$24.8K Hold
174
– – ﹤0.01% 416
2024
Q2 		$24K Sell
174
-61
-26% -$8.15K ﹤0.01% 415
2024
Q1 		$30.3K Buy
235
+1
+0.4% +$123 0.01% 374
2023
Q4 		$28.4K Sell
234
-12
-5% -$1.45K 0.01% 369
2023
Q3 		$29.7K Buy
246
+79
+47% +$10.2K 0.01% 349
2023
Q2 		$23.1K Hold
167
– – 0.01% 408
2023
Q1 		$22.4K Hold
167
– – 0.01% 409
2022
Q4 		$22.7K Sell
167
-40
-19% -$5.08K 0.01% 384
2022
Q3 		$23K Buy
207
+41
+25% +$5.33K 0.01% 361
2022
Q2 		$22K Sell
166
-2
-1% -$263 0.01% 369
2022
Q1 		$20K Hold
168
– – ﹤0.01% 466
2021
Q4 		$23K Buy
168
+13
+8% +$1.75K 0.01% 426
2021
Q3 		$20K Buy
155
+62
+67% +$8.43K 0.01% 456
2021
Q2 		$12K Sell
93
-21
-18% -$2.8K ﹤0.01% 549
2021
Q1 		$15K Sell
114
-6
-5% -$796 ﹤0.01% 444
2020
Q4 		$15K Buy
+120
New +$16.8K ﹤0.01% 451

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

SOA Wealth Advisors's KMB Position: Q2 2026 in Review

SOA Wealth Advisors held its Kimberly-Clark (KMB) position steady in Q2 2026 at 24 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

SOA Wealth Advisors first reported a position in KMB in Q4 2020 and has held it in 23 quarters since. The position peaked at $30.3K in Q1 2024. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • SOA Wealth Advisors held 24 shares of Kimberly-Clark worth $2.65K as of Q2 2026.
  • SOA Wealth Advisors left its Kimberly-Clark share count unchanged in Q2 2026.
  • Kimberly-Clark made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #750 holding.
  • SOA Wealth Advisors first reported a position in Kimberly-Clark in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Kimberly-Clark position peaked at $30.3K in Q1 2024.
  • 1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.