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SS&H Financial Advisors’s Kimberly-Clark KMB Stock Holding History

SS&H Financial 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 		$697K Buy
+6,350
New +$629K 0.18% 79
2025
Q4 		$656K Hold
6,500
– – 0.19% 79
2025
Q3 		$808K Hold
6,500
– – 0.25% 70
2025
Q2 		$838K Buy
6,500
+400
+7% +$54.2K 0.28% 66
2025
Q1 		$868K Sell
6,100
-100
-2% -$13.5K 0.32% 69
2024
Q4 		$813K Hold
6,200
– – 0.3% 71
2024
Q3 		$882K Sell
6,200
-260
-4% -$36.9K 0.32% 70
2024
Q2 		$892K Sell
6,460
-200
-3% -$26.7K 0.35% 67
2024
Q1 		$861K Sell
6,660
-400
-6% -$49.1K 0.36% 66
2023
Q4 		$858K Sell
7,060
-136
-2% -$16.4K 0.36% 63
2023
Q3 		$870K Buy
+7,196
New +$930K 0.41% 59
2023
Q1 		$977K Sell
7,279
-40
-0.5% -$5.2K 0.45% 58
2022
Q4 		$994K Hold
7,319
– – 0.47% 60
2022
Q3 		$824K Hold
7,319
– – 0.43% 66
2022
Q2 		$989K Hold
7,319
– – 0.46% 63
2022
Q1 		$901K Buy
+7,319
New +$966K 0.35% 70

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

SS&H Financial Advisors's KMB Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Kimberly-Clark (KMB) in Q2 2026: 6,350 shares worth $697K. The stake represents 0.18% of the portfolio and ranks #79 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in KMB as recently as Q4 2025.

SS&H Financial Advisors first reported a position in KMB in Q1 2022 and has held it in 16 quarters since. The position peaked at $994K in Q4 2022. 1,713 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • SS&H Financial Advisors held 6,350 shares of Kimberly-Clark worth $697K as of Q2 2026.
  • Kimberly-Clark was a new SS&H Financial Advisors position in Q2 2026.
  • Kimberly-Clark made up 0.18% of SS&H Financial Advisors's portfolio in Q2 2026, its #79 holding.
  • SS&H Financial Advisors first reported a position in Kimberly-Clark in Q1 2022 and has held it in 16 quarters since.
  • SS&H Financial Advisors's Kimberly-Clark position peaked at $994K in Q4 2022.
  • 1,713 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.