Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BFS
Bard Financial Services’s
Kimberly-Clark
KMB
Stock Holding History
Bard Financial Services’s Portfolio
KMB Stock Details
KMB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$793K
Hold
6,375
–
–
0.09%
124
2025
Q2
$822K
Hold
6,375
–
–
0.1%
124
2025
Q1
$907K
Buy
6,375
+125
+2%
+$16.8K
0.11%
121
2024
Q4
$819K
Hold
6,250
–
–
0.1%
119
2024
Q3
$889K
Hold
6,250
–
–
0.11%
120
2024
Q2
$864K
Sell
6,250
-500
-7%
-$66.8K
0.09%
128
2024
Q1
$873K
Hold
6,750
–
–
0.09%
124
2023
Q4
$820K
Hold
6,750
–
–
0.09%
126
2023
Q3
$816K
Buy
6,750
+125
+2%
+$16.1K
0.1%
122
2023
Q2
$915K
Sell
6,625
-125
-2%
-$17.4K
0.07%
172
2023
Q1
$906K
Hold
6,750
–
–
0.07%
176
2022
Q4
$916K
Sell
6,750
-125
-2%
-$15.9K
0.08%
170
2022
Q3
$774K
Hold
6,875
–
–
0.07%
171
2022
Q2
$929K
Hold
6,875
–
–
0.08%
159
2022
Q1
$847K
Buy
6,875
+875
+15%
+$115K
0.07%
161
2021
Q4
$858K
Buy
6,000
+375
+7%
+$50.5K
0.07%
161
2021
Q3
$745K
Hold
5,625
–
–
0.07%
160
2021
Q2
$753K
Buy
5,625
+475
+9%
+$63.4K
0.07%
164
2021
Q1
$716K
Buy
5,150
+700
+16%
+$92.9K
0.07%
158
2020
Q4
$600K
Buy
+4,450
New
+$623K
0.06%
167
Other funds holding KMB
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close