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Waverly Advisors’s Kimberly-Clark KMB Stock Holding History

Waverly 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 		$3.64M Sell
37,713
-71,317
-65% -$7.3M 0.03% 492
2025
Q4 		$11M Buy
109,030
+28,625
+36% +$3.13M 0.09% 218
2025
Q3 		$10M Buy
80,405
+302
+0.4% +$39K 0.1% 202
2025
Q2 		$10.3M Buy
80,103
+1,649
+2% +$224K 0.11% 185
2025
Q1 		$11.2M Buy
78,454
+1,172
+2% +$158K 0.14% 166
2024
Q4 		$10.1M Buy
77,282
+20,973
+37% +$2.86M 0.16% 140
2024
Q3 		$8.01M Buy
56,309
+4,032
+8% +$572K 0.15% 147
2024
Q2 		$7.22M Buy
52,277
+39,549
+311% +$5.28M 0.14% 146
2024
Q1 		$1.65M Buy
12,728
+1,343
+12% +$165K 0.04% 289
2023
Q4 		$1.38M Sell
11,385
-4,824
-30% -$583K 0.05% 188
2023
Q3 		$1.96M Buy
16,209
+210
+1% +$27.1K 0.09% 135
2023
Q2 		$2.21M Buy
15,999
+883
+6% +$123K 0.1% 126
2023
Q1 		$2.03M Sell
15,116
-1,066
-7% -$138K 0.11% 100
2022
Q4 		$2.2M Buy
16,182
+1
+0% +$127 0.12% 88
2022
Q3 		$1.82M Buy
+16,181
New +$2.1M 0.13% 78
2021
Q1 		– Sell
-4,659
Closed -$615K – 177
2020
Q4 		$615K Buy
4,659
+11
+0.2% +$1.54K 0.06% 87
2020
Q3 		$616K Sell
4,648
-45
-1% -$6.76K 0.08% 78
2020
Q2 		$744K Buy
4,693
+95
+2% +$13.1K 0.1% 72
2020
Q1 		$588K Buy
4,598
+13
+0.3% +$1.8K 0.1% 73
2019
Q4 		$663K Sell
4,585
-57
-1% -$7.71K 0.09% 72
2019
Q3 		$659K Hold
4,642
– – 0.09% 71
2019
Q2 		$619K Hold
4,642
– – 0.09% 70
2019
Q1 		$575K Hold
4,642
– – 0.09% 65
2018
Q4 		$529K Sell
4,642
-1,664
-26% -$185K 0.09% 66
2018
Q3 		$717K Sell
6,306
-20
-0.3% -$2.24K 0.11% 99
2018
Q2 		$666K Hold
6,326
– – 0.1% 102
2018
Q1 		$697K Sell
6,326
-755
-11% -$86K 0.11% 101
2017
Q4 		$855K Buy
7,081
+768
+12% +$89.6K 0.12% 109
2017
Q3 		$743K Hold
6,313
– – 0.16% 111
2017
Q2 		$815K Sell
6,313
-3
-0% -$390 0.2% 90
2017
Q1 		$831K Buy
6,316
+1,897
+43% +$239K 0.22% 83
2016
Q4 		$504K Buy
4,419
+80
+2% +$9.29K 0.19% 53
2016
Q3 		$547K Hold
4,339
– – 0.23% 44
2016
Q2 		$597K Hold
4,339
– – 0.27% 39
2016
Q1 		$584K Hold
4,339
– – 0.36% 38
2015
Q4 		$552K Hold
4,339
– – 0.24% 49
2015
Q3 		$473K Hold
4,339
– – 0.33% 34
2015
Q2 		$460K Buy
4,339
+60
+1% +$6.53K 0.28% 30
2015
Q1 		$458K Hold
4,279
– – 0.23% 31
2014
Q4 		$494K Sell
4,279
-3,840
-47% -$426K 0.25% 32
2014
Q3 		$837K Sell
8,119
-336
-4% -$35K 0.45% 24
2014
Q2 		$902K Buy
8,455
+336
+4% +$35.7K 0.38% 29
2014
Q1 		$858K Sell
8,119
-1,708
-17% -$177K 0.39% 28
2013
Q4 		$984K Buy
9,827
+3,656
+59% +$365K 0.35% 29
2013
Q3 		$558K Buy
6,171
+174
+3% +$16.1K 0.29% 33
2013
Q2 		$559K Buy
+5,997
New +$579K 0.32% 33

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

Waverly Advisors's KMB Position: Q1 2026 in Review

Waverly Advisors reduced its Kimberly-Clark (KMB) stake by 65% in Q1 2026, selling an estimated $7.3M and leaving 37,713 shares worth $3.64M. The position accounts for 0.03% of the portfolio, ranked #492.

Waverly Advisors first reported a position in KMB in Q2 2013 and has held it in 46 quarters since. The position peaked at $11.2M in Q1 2025. 1,645 funds tracked by Wall St. Rank hold KMB as of Q1 2026.

  • Waverly Advisors held 37,713 shares of Kimberly-Clark worth $3.64M as of Q1 2026.
  • Waverly Advisors sold 71,317 Kimberly-Clark shares in Q1 2026, an estimated $7.3M.
  • Kimberly-Clark made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #492 holding.
  • Waverly Advisors first reported a position in Kimberly-Clark in Q2 2013 and has held it in 46 quarters since.
  • Waverly Advisors's Kimberly-Clark position peaked at $11.2M in Q1 2025.
  • 1,645 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2026.

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