AGWCA
KMB icon

Annis Gardner Whiting Capital Advisors’s Kimberly-Clark KMB Stock Holding History

Annis Gardner Whiting Capital 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 		$156K Buy
1,597
+354
+28% +$36.2K 0.03% 353
2025
Q4 		$128K Sell
1,243
-956
-43% -$105K 0.02% 362
2025
Q3 		$275K Buy
2,199
+487
+28% +$63K 0.06% 240
2025
Q2 		$222K Buy
1,712
+272
+19% +$36.9K 0.08% 207
2025
Q1 		$206K Hold
1,440
– – 0.09% 189
2024
Q4 		$190K Buy
1,440
+108
+8% +$14.7K 0.05% 207
2024
Q3 		$191K Sell
1,332
-1,338
-50% -$190K 0.05% 212
2024
Q2 		$372K Buy
2,670
+8
+0.3% +$1.07K 0.11% 160
2024
Q1 		$347K Buy
2,662
+2,146
+416% +$263K 0.12% 132
2023
Q4 		$63.3K Buy
516
+6
+1% +$725 0.03% 274
2023
Q3 		$62.3K Buy
+510
New +$65.9K 0.03% 265

Other funds holding KMB

BlackRock
BlackRock New York $5.7T 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