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Berger Financial Group’s Kimberly-Clark KMB Stock Holding History

Berger Financial Group’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
Q4 		– Sell
-2,025
Closed -$252K – 481
2025
Q3 		$252K Sell
2,025
-174
-8% -$22.5K 0.02% 384
2025
Q2 		$283K Sell
2,199
-62
-3% -$8.41K 0.02% 348
2025
Q1 		$322K Sell
2,261
-481
-18% -$64.8K 0.02% 323
2024
Q4 		$359K Sell
2,742
-255
-9% -$34.8K 0.02% 300
2024
Q3 		$426K Sell
2,997
-130
-4% -$18.4K 0.03% 251
2024
Q2 		$432K Sell
3,127
-257
-8% -$34.3K 0.03% 231
2024
Q1 		$438K Sell
3,384
-33,548
-91% -$4.12M 0.04% 223
2023
Q4 		$4.49M Sell
36,932
-218
-0.6% -$26.4K 0.46% 65
2023
Q3 		$4.49M Buy
37,150
+568
+2% +$73.4K 0.52% 59
2023
Q2 		$5.05M Sell
36,582
-1,373
-4% -$191K 0.57% 40
2023
Q1 		$5.09M Sell
37,955
-271
-0.7% -$35.2K 0.61% 36
2022
Q4 		$5.19M Buy
38,226
+1,008
+3% +$128K 0.68% 44
2022
Q3 		$4.19M Buy
37,218
+1,036
+3% +$135K 0.62% 45
2022
Q2 		$4.89M Buy
36,182
+309
+0.9% +$40.7K 0.71% 38
2022
Q1 		$4.42M Buy
35,873
+32,891
+1,103% +$4.34M 0.56% 55
2021
Q4 		$426K Buy
+2,982
New +$401K 0.06% 168

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
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 $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Berger Financial Group's KMB Position: Q4 2025 in Review

Berger Financial Group sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 2,025 shares — an estimated $252K sold.

Berger Financial Group first reported a position in KMB in Q4 2021 and held it in 16 quarters. The position peaked at $5.19M in Q4 2022. 1,677 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • Berger Financial Group reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • Berger Financial Group sold 2,025 Kimberly-Clark shares in Q4 2025, an estimated $252K.
  • Berger Financial Group first reported a position in Kimberly-Clark in Q4 2021 and held it in 16 quarters.
  • Berger Financial Group's Kimberly-Clark position peaked at $5.19M in Q4 2022.
  • 1,677 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on Berger Financial Group's 13F filing for Q4 2025, filed 27 Jan 2026.