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BerganKDV Wealth Management’s Kimberly-Clark KMB Stock Holding History

BerganKDV Wealth Management’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
2023
Q2 		$342K Sell
2,477
-44
-2% -$6.13K 0.03% 193
2023
Q1 		$338K Sell
2,521
-9
-0.4% -$1.17K 0.03% 202
2022
Q4 		$343K Buy
2,530
+26
+1% +$3.3K 0.04% 194
2022
Q3 		$282K Sell
2,504
-9
-0.4% -$1.17K 0.03% 205
2022
Q2 		$340K Hold
2,513
– – 0.04% 209
2022
Q1 		$310K Sell
2,513
-92
-4% -$12.1K 0.03% 215
2021
Q4 		$372K Buy
2,605
+83
+3% +$11.2K 0.04% 214
2021
Q3 		$334K Hold
2,522
– – 0.04% 214
2021
Q2 		$337K Hold
2,522
– – 0.04% 209
2021
Q1 		$351K Buy
2,522
+3
+0.1% +$398 0.05% 193
2020
Q4 		$340K Buy
2,519
+8
+0.3% +$1.12K 0.05% 181
2020
Q3 		$371K Sell
2,511
-200
-7% -$30K 0.06% 177
2020
Q2 		$383K Buy
2,711
+6
+0.2% +$828 0.07% 173
2020
Q1 		$346K Sell
2,705
-11,266
-81% -$1.56M 0.07% 163
2019
Q4 		$1.92M Buy
13,971
+302
+2% +$40.8K 0.34% 64
2019
Q3 		$1.94M Buy
13,669
+1,411
+12% +$194K 0.38% 59
2019
Q2 		$1.63M Buy
12,258
+1,546
+14% +$199K 0.32% 66
2019
Q1 		$1.33M Sell
10,712
-371
-3% -$43.1K 0.27% 70
2018
Q4 		$1.26M Buy
11,083
+1,734
+19% +$192K 0.3% 67
2018
Q3 		$1.06M Sell
9,349
-510
-5% -$57.2K 0.23% 78
2018
Q2 		$1.04M Buy
9,859
+1,039
+12% +$108K 0.23% 76
2018
Q1 		$971K Buy
8,820
+246
+3% +$28K 0.27% 76
2017
Q4 		$1.03M Buy
8,574
+488
+6% +$56.9K 0.25% 81
2017
Q3 		$952K Buy
8,086
+232
+3% +$28.3K 0.24% 82
2017
Q2 		$1.01M Buy
7,854
+179
+2% +$23.3K 0.29% 63
2017
Q1 		$1.01M Buy
7,675
+406
+6% +$51.2K 0.3% 59
2016
Q4 		$830K Buy
7,269
+401
+6% +$46.5K 0.28% 70
2016
Q3 		$866K Buy
6,868
+410
+6% +$53K 0.3% 61
2016
Q2 		$888K Buy
6,458
+846
+15% +$111K 0.38% 57
2016
Q1 		$755K Buy
+5,612
New +$730K 0.45% 65

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BerganKDV Wealth Management's KMB Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Kimberly-Clark (KMB) stake by 1.7% in Q2 2023, selling an estimated $6.13K and leaving 2,477 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #193.

BerganKDV Wealth Management first reported a position in KMB in Q1 2016 and has held it in 30 quarters since. The position peaked at $1.94M in Q3 2019. 1,675 funds tracked by Wall St. Rank hold KMB as of Q2 2023.

  • BerganKDV Wealth Management held 2,477 shares of Kimberly-Clark worth $342K as of Q2 2023.
  • BerganKDV Wealth Management sold 44 Kimberly-Clark shares in Q2 2023, an estimated $6.13K.
  • Kimberly-Clark made up 0.03% of BerganKDV Wealth Management's portfolio in Q2 2023, its #193 holding.
  • BerganKDV Wealth Management first reported a position in Kimberly-Clark in Q1 2016 and has held it in 30 quarters since.
  • BerganKDV Wealth Management's Kimberly-Clark position peaked at $1.94M in Q3 2019.
  • 1,675 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.