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Valeo Financial Advisors’s Kimberly-Clark KMB Stock Holding History

Valeo 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 		$2.69M Sell
24,485
-2,413
-9% -$239K 0.06% 142
2026
Q1 		$2.59M Buy
26,898
+10,872
+68% +$1.11M 0.06% 130
2025
Q4 		$1.62M Buy
16,026
+1,707
+12% +$187K 0.04% 202
2025
Q3 		$1.78M Buy
14,319
+708
+5% +$91.5K 0.04% 187
2025
Q2 		$1.75M Buy
13,611
+377
+3% +$51.1K 0.04% 193
2025
Q1 		$1.88M Buy
13,234
+425
+3% +$57.3K 0.05% 169
2024
Q4 		$1.68M Sell
12,809
-216
-2% -$29.4K 0.05% 169
2024
Q3 		$1.85M Sell
13,025
-3,113
-19% -$441K 0.05% 165
2024
Q2 		$2.23M Sell
16,138
-334
-2% -$44.6K 0.07% 131
2024
Q1 		$2.27M Buy
16,472
+685
+4% +$84.1K 0.08% 132
2023
Q4 		$1.92M Buy
15,787
+3,152
+25% +$381K 0.08% 137
2023
Q3 		$1.53M Sell
12,635
-1,154
-8% -$149K 0.07% 152
2023
Q2 		$1.9M Buy
13,789
+20
+0.1% +$2.78K 0.09% 129
2023
Q1 		$1.85M Buy
13,769
+1,862
+16% +$242K 0.09% 136
2022
Q4 		$1.62M Buy
11,907
+641
+6% +$81.4K 0.09% 135
2022
Q3 		$1.27M Sell
11,266
-449
-4% -$58.4K 0.08% 146
2022
Q2 		$1.58M Sell
11,715
-2,418
-17% -$319K 0.1% 121
2022
Q1 		$1.74M Buy
14,133
+709
+5% +$93.6K 0.09% 131
2021
Q4 		$1.92M Sell
13,424
-2,310
-15% -$311K 0.1% 115
2021
Q3 		$2.08M Buy
15,734
+1,065
+7% +$145K 0.12% 110
2021
Q2 		$1.96M Buy
14,669
+4,129
+39% +$551K 0.12% 111
2021
Q1 		$1.47M Buy
10,540
+4,808
+84% +$638K 0.07% 150
2020
Q4 		$773K Buy
5,732
+120
+2% +$16.8K 0.04% 183
2020
Q3 		$829K Sell
5,612
-636
-10% -$95.5K 0.07% 144
2020
Q2 		$883K Buy
6,248
+2,714
+77% +$375K 0.08% 141
2020
Q1 		$465K Sell
3,534
-121
-3% -$16.7K 0.05% 181
2019
Q4 		$503K Buy
3,655
+74
+2% +$10K 0.05% 184
2019
Q3 		$509K Sell
3,581
-376
-10% -$51.7K 0.06% 170
2019
Q2 		$527K Sell
3,957
-240
-6% -$31K 0.06% 175
2019
Q1 		$520K Buy
4,197
+356
+9% +$41.4K 0.06% 175
2018
Q4 		$438K Sell
3,841
-663
-15% -$73.6K 0.06% 176
2018
Q3 		$470K Buy
4,504
+63
+1% +$7.06K 0.06% 182
2018
Q2 		$493K Buy
4,441
+189
+4% +$19.6K 0.07% 173
2018
Q1 		$468K Buy
4,252
+778
+22% +$88.6K 0.08% 160
2017
Q4 		$419K Buy
3,474
+849
+32% +$99K 0.07% 166
2017
Q3 		$309K Buy
+2,625
New +$321K 0.07% 166

Other funds holding KMB

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Valeo Financial Advisors's KMB Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Kimberly-Clark (KMB) stake by 9% in Q2 2026, selling an estimated $239K and leaving 24,485 shares worth $2.69M. The position accounts for 0.06% of the portfolio, ranked #142.

Valeo Financial Advisors first reported a position in KMB in Q3 2017 and has held it in 36 quarters since. 677 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Valeo Financial Advisors held 24,485 shares of Kimberly-Clark worth $2.69M as of Q2 2026.
  • Valeo Financial Advisors sold 2,413 Kimberly-Clark shares in Q2 2026, an estimated $239K.
  • Kimberly-Clark made up 0.06% of Valeo Financial Advisors's portfolio in Q2 2026, its #142 holding.
  • Valeo Financial Advisors first reported a position in Kimberly-Clark in Q3 2017 and has held it in 36 quarters since.
  • 677 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.