Union Heritage Capital’s Kimberly-Clark KMB Stock Holding History

Union Heritage Capital’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	$911K	Hold	8,303	–	–	0.31%	56
2026 Q1	$801K	Hold	8,303	–	–	0.3%	56
2025 Q4	$838K	Sell	8,303 -1,013	-11%	-$111K	0.28%	55
2025 Q3	$1.16M	Hold	9,316	–	–	0.38%	53
2025 Q2	$1.2M	Hold	9,316	–	–	0.42%	53
2025 Q1	$1.32M	Hold	9,316	–	–	0.49%	52
2024 Q4	$1.22M	Hold	9,316	–	–	0.45%	49
2024 Q3	$1.33M	Hold	9,316	–	–	0.49%	49
2024 Q2	$1.29M	Hold	9,316	–	–	0.51%	48
2024 Q1	$1.21M	Buy	9,316 +1,621	+21%	+$199K	0.48%	49
2023 Q4	$935K	Hold	7,695	–	–	0.48%	49
2023 Q3	$930K	Hold	7,695	–	–	0.53%	48
2023 Q2	$1.07M	Hold	7,695	–	–	0.58%	47
2023 Q1	$1.04M	Hold	7,695	–	–	0.63%	45
2022 Q4	$1.05M	Hold	7,695	–	–	0.64%	48
2022 Q3	$875K	Hold	7,695	–	–	0.58%	49
2022 Q2	$1.05M	Hold	7,695	–	–	0.68%	48
2022 Q1	$948K	Hold	7,695	–	–	0.53%	50
2021 Q4	$1.1M	Hold	7,695	–	–	0.52%	49
2021 Q3	$1.02M	Hold	7,695	–	–	0.48%	51
2021 Q2	$1.03M	Hold	7,695	–	–	0.48%	51
2021 Q1	$1.07M	Buy	+7,695	New	+$1.02M	0.53%	51

Other funds holding KMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Union Heritage Capital's KMB Position: Q2 2026 in Review

Union Heritage Capital held its Kimberly-Clark (KMB) position steady in Q2 2026 at 8,303 shares worth $911K. The position accounts for 0.31% of the portfolio, ranked #56.

Union Heritage Capital first reported a position in KMB in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.33M in Q3 2024. 1,713 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

Union Heritage Capital held 8,303 shares of Kimberly-Clark worth $911K as of Q2 2026.
Union Heritage Capital left its Kimberly-Clark share count unchanged in Q2 2026.
Kimberly-Clark made up 0.31% of Union Heritage Capital's portfolio in Q2 2026, its #56 holding.
Union Heritage Capital first reported a position in Kimberly-Clark in Q1 2021 and has held it in 22 quarters since.
Union Heritage Capital's Kimberly-Clark position peaked at $1.33M in Q3 2024.
1,713 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Union Heritage Capital's 13F filing for Q2 2026, filed 14 Aug 2026.