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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Union Heritage Capital's KMB Position: Q1 2026 in Review

Union Heritage Capital held its Kimberly-Clark (KMB) position steady in Q1 2026 at 8,303 shares worth $801K. The position accounts for 0.3% of the portfolio, ranked #56.

Union Heritage Capital first reported a position in KMB in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.33M in Q3 2024. 1,642 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

Union Heritage Capital held 8,303 shares of Kimberly-Clark worth $801K as of Q1 2026.
Union Heritage Capital left its Kimberly-Clark share count unchanged in Q1 2026.
Kimberly-Clark made up 0.3% of Union Heritage Capital's portfolio in Q1 2026, its #56 holding.
Union Heritage Capital first reported a position in Kimberly-Clark in Q1 2021 and has held it in 21 quarters since.
Union Heritage Capital's Kimberly-Clark position peaked at $1.33M in Q3 2024.
1,642 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on Union Heritage Capital's 13F filing for Q1 2026, filed 20 May 2026.