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United Capital Financial Advisors’s Kimberly-Clark KMB Stock Holding History

United Capital 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
Q1 		$12.2M Buy
126,474
+8,718
+7% +$892K 0.08% 210
2025
Q4 		$11.9M Buy
117,756
+55,084
+88% +$6.02M 0.07% 209
2025
Q3 		$7.79M Buy
62,672
+36,960
+144% +$4.78M 0.06% 243
2025
Q2 		$3.31M Buy
25,712
+146
+0.6% +$19.8K 0.03% 342
2025
Q1 		$3.64M Buy
25,566
+1,482
+6% +$200K 0.03% 317
2024
Q4 		$3.16M Sell
24,084
-1,053
-4% -$144K 0.03% 335
2024
Q3 		$3.58M Sell
25,137
-327
-1% -$46.4K 0.03% 316
2024
Q2 		$3.52M Sell
25,464
-1,744
-6% -$233K 0.03% 315
2024
Q1 		$3.52M Sell
27,208
-3,018
-10% -$371K 0.03% 333
2023
Q4 		$3.67M Buy
30,226
+5,294
+21% +$640K 0.03% 326
2023
Q3 		$3.01M Sell
24,932
-5,668
-19% -$732K 0.02% 370
2023
Q2 		$4.22M Sell
30,600
-5,611
-15% -$781K 0.02% 338
2023
Q1 		$4.86M Buy
36,211
+25
+0.1% +$3.25K 0.03% 318
2022
Q4 		$4.91M Sell
36,186
-5,901
-14% -$750K 0.03% 326
2022
Q3 		$4.74M Sell
42,087
-3,793
-8% -$493K 0.03% 326
2022
Q2 		$6.2M Sell
45,880
-8,848
-16% -$1.17M 0.03% 312
2022
Q1 		$6.74M Sell
54,728
-2,983
-5% -$394K 0.03% 322
2021
Q4 		$8.25M Sell
57,711
-9,410
-14% -$1.27M 0.04% 300
2021
Q3 		$8.89M Buy
67,121
+16,959
+34% +$2.31M 0.04% 292
2021
Q2 		$6.71M Buy
50,162
+6,962
+16% +$929K 0.03% 333
2021
Q1 		$6.01M Sell
43,200
-1,046
-2% -$139K 0.03% 335
2020
Q4 		$5.97M Sell
44,246
-2,268
-5% -$318K 0.04% 326
2020
Q3 		$6.87M Sell
46,514
-732
-2% -$110K 0.04% 290
2020
Q2 		$6.68M Sell
47,246
-1,011
-2% -$140K 0.05% 310
2020
Q1 		$6.17M Sell
48,257
-5,163
-10% -$714K 0.05% 308
2019
Q4 		$7.35M Buy
53,420
+3,874
+8% +$524K 0.05% 351
2019
Q3 		$7.04M Sell
49,546
-96,366
-66% -$13.2M 0.05% 336
2019
Q2 		$19.4M Sell
145,912
-67,404
-32% -$8.69M 0.13% 174
2019
Q1 		$26.4M Sell
213,316
-6,556
-3% -$762K 0.19% 119
2018
Q4 		$25.1M Buy
219,872
+19,597
+10% +$2.17M 0.2% 109
2018
Q3 		$22.8M Buy
200,275
+46,601
+30% +$5.23M 0.16% 141
2018
Q2 		$16.2M Buy
153,674
+57,807
+60% +$6.01M 0.12% 186
2018
Q1 		$10.6M Sell
95,867
-13,758
-13% -$1.57M 0.08% 277
2017
Q4 		$13.2M Sell
109,625
-85,003
-44% -$9.91M 0.1% 241
2017
Q3 		$22.9M Buy
194,628
+11,313
+6% +$1.38M 0.19% 119
2017
Q2 		$23.7M Buy
183,315
+1,628
+0.9% +$212K 0.21% 110
2017
Q1 		$23.9M Sell
181,687
-30,262
-14% -$3.82M 0.22% 101
2016
Q4 		$24.2M Buy
211,949
+1,232
+0.6% +$143K 0.23% 90
2016
Q3 		$26.6M Buy
210,717
+10,303
+5% +$1.33M 0.26% 83
2016
Q2 		$27.5M Buy
200,414
+20,745
+12% +$2.71M 0.28% 71
2016
Q1 		$24.2M Sell
179,669
-6,000
-3% -$780K 0.27% 76
2015
Q4 		$23.6M Buy
185,669
+1,175
+0.6% +$141K 0.27% 74
2015
Q3 		$20.1M Buy
184,494
+2,710
+1% +$299K 0.24% 78
2015
Q2 		$19.3M Buy
181,784
+2,594
+1% +$282K 0.22% 102
2015
Q1 		$19.7M Buy
179,190
+136,613
+321% +$15.1M 0.24% 101
2014
Q4 		$4.92M Buy
42,577
+1,739
+4% +$193K 0.07% 259
2014
Q3 		$4.04M Buy
40,838
+1,732
+4% +$180K 0.07% 287
2014
Q2 		$4.17M Buy
39,106
+845
+2% +$89.8K 0.08% 263
2014
Q1 		$4.04M Buy
38,261
+15,059
+65% +$1.56M 0.09% 234
2013
Q4 		$2.32M Buy
23,202
+8,427
+57% +$841K 0.08% 225
2013
Q3 		$1.33M Sell
14,775
-19,497
-57% -$1.81M 0.04% 308
2013
Q2 		$3.19M Buy
+34,272
New +$3.31M 0.08% 250

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's KMB Position: Q1 2026 in Review

United Capital Financial Advisors increased its Kimberly-Clark (KMB) stake by 7.4% in Q1 2026, buying an estimated $892K and bringing the position to 126,474 shares worth $12.2M. The position accounts for 0.08% of the portfolio, ranked #210.

United Capital Financial Advisors first reported a position in KMB in Q2 2013 and has held it in 52 quarters since. The position peaked at $27.5M in Q2 2016. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • United Capital Financial Advisors held 126,474 shares of Kimberly-Clark worth $12.2M as of Q1 2026.
  • United Capital Financial Advisors bought 8,718 Kimberly-Clark shares in Q1 2026, an estimated $892K.
  • Kimberly-Clark made up 0.08% of United Capital Financial Advisors's portfolio in Q1 2026, its #210 holding.
  • United Capital Financial Advisors first reported a position in Kimberly-Clark in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Kimberly-Clark position peaked at $27.5M in Q2 2016.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.