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Brandywine Oak Private Wealth’s Kimberly-Clark KMB Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-1,721
Closed -$226K – 233
2024
Q4 		$226K Buy
1,721
+2
+0.1% +$273 0.02% 213
2024
Q3 		$245K Hold
1,719
– – 0.02% 214
2024
Q2 		$238K Sell
1,719
-537
-24% -$71.7K 0.02% 211
2024
Q1 		$292K Buy
2,256
+117
+5% +$14.4K 0.03% 199
2023
Q4 		$260K Hold
2,139
– – 0.03% 200
2023
Q3 		$258K Hold
2,139
– – 0.03% 202
2023
Q2 		$295K Sell
2,139
-364
-15% -$50.7K 0.03% 200
2023
Q1 		$336K Hold
2,503
– – 0.04% 189
2022
Q4 		$340K Sell
2,503
-21
-0.8% -$2.67K 0.04% 185
2022
Q3 		$284K Hold
2,524
– – 0.04% 211
2022
Q2 		$341K Hold
2,524
– – 0.04% 220
2022
Q1 		$310K Buy
2,524
+67
+3% +$8.84K 0.04% 251
2021
Q4 		$351K Sell
2,457
-57
-2% -$7.67K 0.04% 234
2021
Q3 		$332K Sell
2,514
-128
-5% -$17.4K 0.04% 233
2021
Q2 		$353K Sell
2,642
-448
-14% -$59.8K 0.04% 228
2021
Q1 		$429K Sell
3,090
-7
-0.2% -$929 0.06% 162
2020
Q4 		$417K Sell
3,097
-260
-8% -$36.4K 0.06% 156
2020
Q3 		$495K Hold
3,357
– – 0.08% 140
2020
Q2 		$474K Sell
3,357
-333
-9% -$46K 0.08% 138
2020
Q1 		$471K Sell
3,690
-50
-1% -$6.92K 0.1% 115
2019
Q4 		$514K Hold
3,740
– – 0.09% 107
2019
Q3 		$531K Hold
3,740
– – 0.1% 99
2019
Q2 		$498K Sell
3,740
-132
-3% -$17K 0.1% 106
2019
Q1 		$479K Sell
3,872
-25
-0.6% -$2.9K 0.1% 107
2018
Q4 		$444K Buy
+3,897
New +$432K 0.1% 106

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Brandywine Oak Private Wealth's KMB Position: Q1 2025 in Review

Brandywine Oak Private Wealth sold out of Kimberly-Clark (KMB) in Q1 2025, closing a stake of 1,721 shares — an estimated $226K sold.

Brandywine Oak Private Wealth first reported a position in KMB in Q4 2018 and held it in 25 quarters. The position peaked at $531K in Q3 2019. 1,813 funds tracked by Wall St. Rank hold KMB as of Q1 2025.

  • Brandywine Oak Private Wealth reported no remaining Kimberly-Clark position as of Q1 2025 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,721 Kimberly-Clark shares in Q1 2025, an estimated $226K.
  • Brandywine Oak Private Wealth first reported a position in Kimberly-Clark in Q4 2018 and held it in 25 quarters.
  • Brandywine Oak Private Wealth's Kimberly-Clark position peaked at $531K in Q3 2019.
  • 1,813 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2025.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2025, filed 7 May 2025.