Berkeley Capital Partners’s Kimberly-Clark KMB Stock Holding History

Berkeley Capital Partners’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	–	Sell	-1,531	Closed	-$205K	–	144
2023 Q1	$205K	Buy	+1,531	New	+$199K	0.08%	138
2019 Q4	–	Sell	-1,940	Closed	-$276K	–	134
2019 Q3	$276K	Sell	1,940 -90	-4%	-$12.4K	0.15%	114
2019 Q2	$271K	Sell	2,030 -134	-6%	-$17.3K	0.13%	117
2019 Q1	$268K	Buy	2,164 +42	+2%	+$4.88K	0.13%	116
2018 Q4	$242K	Buy	+2,122	New	+$235K	0.13%	114
2017 Q3	–	Sell	-1,841	Closed	-$238K	–	118
2017 Q2	$238K	Hold	1,841	–	–	0.16%	104
2017 Q1	$242K	Buy	+1,841	New	+$232K	0.16%	109
2016 Q3	–	Sell	-1,836	Closed	-$252K	–	114
2016 Q2	$252K	Sell	1,836 -39	-2%	-$5.1K	0.18%	97
2016 Q1	$252K	Buy	+1,875	New	+$244K	0.18%	90

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Berkeley Capital Partners's KMB Position: Q2 2023 in Review

Berkeley Capital Partners sold out of Kimberly-Clark (KMB) in Q2 2023, closing a stake of 1,531 shares — an estimated $205K sold.

Berkeley Capital Partners first reported a position in KMB in Q1 2016 and held it in 9 quarters. The position peaked at $276K in Q3 2019. 1,675 funds tracked by Wall St. Rank hold KMB as of Q2 2023.

Berkeley Capital Partners reported no remaining Kimberly-Clark position as of Q2 2023 after selling out during the quarter.
Berkeley Capital Partners sold 1,531 Kimberly-Clark shares in Q2 2023, an estimated $205K.
Berkeley Capital Partners first reported a position in Kimberly-Clark in Q1 2016 and held it in 9 quarters.
Berkeley Capital Partners's Kimberly-Clark position peaked at $276K in Q3 2019.
1,675 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2023.

Based on Berkeley Capital Partners's 13F filing for Q2 2023, filed 3 Aug 2023.