Burleson & Co’s Kimberly-Clark KMB Stock Holding History

Burleson & Co’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 Q4	–	Sell	-2,100	Closed	-$236K	–	436
2022 Q3	$236K	Hold	2,100	–	–	0.05%	119
2022 Q2	$284K	Hold	2,100	–	–	0.06%	104
2022 Q1	$259K	Hold	2,100	–	–	0.04%	125
2021 Q4	$300K	Hold	2,100	–	–	0.04%	122
2021 Q3	$278K	Hold	2,100	–	–	0.04%	118
2021 Q2	$281K	Hold	2,100	–	–	0.04%	122
2021 Q1	$292K	Hold	2,100	–	–	0.05%	113
2020 Q4	$283K	Hold	2,100	–	–	0.05%	114
2020 Q3	$286K	Hold	2,100	–	–	0.05%	114
2020 Q2	$330K	Hold	2,100	–	–	0.07%	105
2020 Q1	$291K	Hold	2,100	–	–	0.08%	106
2019 Q4	$303K	Hold	2,100	–	–	0.09%	105
2019 Q3	$282K	Hold	2,100	–	–	0.1%	94
2019 Q2	$284K	Hold	2,100	–	–	0.12%	92
2019 Q1	$268K	Buy	+2,100	New	+$244K	0.11%	94

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Burleson & Co's KMB Position: Q4 2022 in Review

Burleson & Co sold out of Kimberly-Clark (KMB) in Q4 2022, closing a stake of 2,100 shares — an estimated $236K sold.

Burleson & Co first reported a position in KMB in Q1 2019 and held it in 15 quarters. The position peaked at $330K in Q2 2020. 1,655 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

Burleson & Co reported no remaining Kimberly-Clark position as of Q4 2022 after selling out during the quarter.
Burleson & Co sold 2,100 Kimberly-Clark shares in Q4 2022, an estimated $236K.
Burleson & Co first reported a position in Kimberly-Clark in Q1 2019 and held it in 15 quarters.
Burleson & Co's Kimberly-Clark position peaked at $330K in Q2 2020.
1,655 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.