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Bell Rock Capital’s Kimberly-Clark KMB Stock Holding History

Bell Rock Capital’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
2022
Q3 		$239K Buy
+2,120
New +$276K 0.3% 77
2022
Q2 		– Sell
-2,113
Closed -$266K – 80
2022
Q1 		$266K Buy
2,113
+511
+32% +$67.4K 0.25% 87
2021
Q4 		$229K Buy
+1,602
New +$216K 0.17% 110
2020
Q1 		– Sell
-1,522
Closed -$208K – 186
2019
Q4 		$208K Buy
1,522
+108
+8% +$14.6K 0.18% 108
2019
Q3 		$202K Buy
1,414
+7
+0.5% +$962 0.18% 99
2019
Q2 		$187K Sell
1,407
-489
-26% -$63.1K 0.16% 109
2019
Q1 		$236K Buy
1,896
+24
+1% +$2.79K 0.14% 118
2018
Q4 		$213K Buy
1,872
+167
+10% +$18.5K 0.14% 103
2018
Q3 		$193K Buy
1,705
+160
+10% +$17.9K 0.09% 137
2018
Q2 		$162K Buy
1,545
+376
+32% +$39.1K 0.08% 151
2018
Q1 		$129K Sell
1,169
-325
-22% -$37K 0.07% 168
2017
Q4 		$180K Sell
1,494
-937
-39% -$109K 0.1% 139
2017
Q3 		$286K Sell
2,431
-400
-14% -$48.8K 0.16% 98
2017
Q2 		$368K Buy
2,831
+653
+30% +$85K 0.23% 83
2017
Q1 		$284K Buy
2,178
+827
+61% +$104K 0.26% 67
2016
Q4 		$153K Buy
+1,351
New +$157K 0.16% 96

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bell Rock Capital's KMB Position: Q3 2022 in Review

Bell Rock Capital opened a new position in Kimberly-Clark (KMB) in Q3 2022: 2,120 shares worth $239K. The stake represents 0.3% of the portfolio and ranks #77 among its holdings. This is a return to the name: Bell Rock Capital previously reported a position in KMB as recently as Q1 2022.

Bell Rock Capital first reported a position in KMB in Q4 2016 and has held it in 16 quarters since. The position peaked at $368K in Q2 2017. 1,572 funds tracked by Wall St. Rank hold KMB as of Q3 2022.

  • Bell Rock Capital held 2,120 shares of Kimberly-Clark worth $239K as of Q3 2022.
  • Kimberly-Clark was a new Bell Rock Capital position in Q3 2022.
  • Kimberly-Clark made up 0.3% of Bell Rock Capital's portfolio in Q3 2022, its #77 holding.
  • Bell Rock Capital first reported a position in Kimberly-Clark in Q4 2016 and has held it in 16 quarters since.
  • Bell Rock Capital's Kimberly-Clark position peaked at $368K in Q2 2017.
  • 1,572 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2022.

Based on Bell Rock Capital's 13F filing for Q3 2022, filed 28 Oct 2022.