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Valued Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Valued Wealth 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 		$3.14K Buy
28
+2
+8% +$198 ﹤0.01% 567
2026
Q1 		$2.59K Buy
26
+20
+333% +$2.05K ﹤0.01% 508
2025
Q4 		$656 Sell
6
-75
-93% -$8.2K ﹤0.01% 511
2025
Q3 		$10.1K Sell
81
-19
-19% -$2.46K ﹤0.01% 215
2025
Q2 		$13.1K Buy
100
+7
+8% +$949 0.01% 189
2025
Q1 		$13.3K Hold
93
– – 0.01% 193
2024
Q4 		$12.3K Sell
93
-12
-11% -$1.64K 0.01% 202
2024
Q3 		$15K Buy
105
+23
+28% +$3.26K 0.01% 173
2024
Q2 		$11.4K Buy
82
+28
+52% +$3.74K 0.01% 183
2024
Q1 		$7.05K Buy
54
+16
+42% +$1.96K 0.01% 222
2023
Q4 		$4.64K Buy
+38
New +$4.59K ﹤0.01% 207

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

Valued Wealth Advisors's KMB Position: Q2 2026 in Review

Valued Wealth Advisors increased its Kimberly-Clark (KMB) stake by 7.7% in Q2 2026, buying an estimated $198 and bringing the position to 28 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Valued Wealth Advisors first reported a position in KMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $15K in Q3 2024. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Valued Wealth Advisors held 28 shares of Kimberly-Clark worth $3.14K as of Q2 2026.
  • Valued Wealth Advisors bought 2 Kimberly-Clark shares in Q2 2026, an estimated $198.
  • Kimberly-Clark made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #567 holding.
  • Valued Wealth Advisors first reported a position in Kimberly-Clark in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Kimberly-Clark position peaked at $15K in Q3 2024.
  • 1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.