AAS
KMB icon

Avantax Advisory Services’s Kimberly-Clark KMB Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$5.25M Sell
40,742
-1,353
-3% -$183K 0.03% 437
2025
Q1 		$5.99M Buy
42,095
+1,662
+4% +$224K 0.04% 362
2024
Q4 		$5.3M Buy
40,433
+419
+1% +$57.1K 0.03% 378
2024
Q3 		$5.69M Sell
40,014
-7,315
-15% -$1.04M 0.04% 358
2024
Q2 		$6.54M Buy
47,329
+2,632
+6% +$352K 0.05% 301
2024
Q1 		$5.78M Sell
44,697
-2,125
-5% -$261K 0.05% 276
2023
Q4 		$5.69M Buy
46,822
+2,286
+5% +$276K 0.06% 255
2023
Q3 		$5.38M Buy
44,536
+1,165
+3% +$150K 0.06% 240
2023
Q2 		$5.99M Buy
43,371
+1,066
+3% +$148K 0.07% 214
2023
Q1 		$5.68M Buy
42,305
+5,315
+14% +$690K 0.07% 223
2022
Q4 		$5.02M Buy
36,990
+414
+1% +$52.6K 0.07% 226
2022
Q3 		$4.12M Buy
36,576
+4,804
+15% +$625K 0.06% 234
2022
Q2 		$4.29M Buy
31,772
+1,352
+4% +$178K 0.06% 226
2022
Q1 		$3.74M Buy
30,420
+2,430
+9% +$321K 0.05% 258
2021
Q4 		$4M Buy
27,990
+1,492
+6% +$201K 0.06% 234
2021
Q3 		$3.51M Sell
26,498
-2,127
-7% -$289K 0.06% 238
2021
Q2 		$3.83M Sell
28,625
-4,910
-15% -$655K 0.07% 209
2021
Q1 		$4.67M Buy
33,535
+3,662
+12% +$486K 0.1% 158
2020
Q4 		$4.03M Sell
29,873
-17,436
-37% -$2.44M 0.1% 155
2020
Q3 		$6.98M Buy
47,309
+21,951
+87% +$3.3M 0.11% 153
2020
Q2 		$3.59M Buy
25,358
+713
+3% +$98.4K 0.1% 145
2020
Q1 		$3.15M Buy
24,645
+339
+1% +$46.9K 0.09% 146
2019
Q4 		$3.34M Buy
24,306
+3,376
+16% +$457K 0.08% 151
2019
Q3 		$2.97M Buy
20,930
+901
+4% +$124K 0.12% 87
2019
Q2 		$2.67M Buy
20,029
+341
+2% +$44K 0.12% 90
2019
Q1 		$2.44M Buy
19,688
+2,459
+14% +$286K 0.13% 88
2018
Q4 		$1.98M Buy
+17,229
New +$1.91M 0.33% 78

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Avantax Advisory Services's KMB Position: Q2 2025 in Review

Avantax Advisory Services reduced its Kimberly-Clark (KMB) stake by 3.2% in Q2 2025, selling an estimated $183K and leaving 40,742 shares worth $5.25M. The position accounts for 0.03% of the portfolio, ranked #437.

Avantax Advisory Services first reported a position in KMB in Q4 2018 and has held it in 27 quarters since. The position peaked at $6.98M in Q3 2020. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • Avantax Advisory Services held 40,742 shares of Kimberly-Clark worth $5.25M as of Q2 2025.
  • Avantax Advisory Services sold 1,353 Kimberly-Clark shares in Q2 2025, an estimated $183K.
  • Kimberly-Clark made up 0.03% of Avantax Advisory Services's portfolio in Q2 2025, its #437 holding.
  • Avantax Advisory Services first reported a position in Kimberly-Clark in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Kimberly-Clark position peaked at $6.98M in Q3 2020.
  • 1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.