Capital Planning’s Kimberly-Clark KMB Stock Holding History

Capital Planning’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 Q2	–	Sell	-2,780	Closed	-$399K	–	94
2025 Q1	$399K	Sell	2,780 -36	-1%	-$4.85K	0.11%	70
2024 Q4	$372K	Buy	2,816 +29	+1%	+$3.95K	0.1%	71
2024 Q3	$400K	Buy	2,787 +7	+0.3%	+$992	0.11%	69
2024 Q2	$388K	Hold	2,780	–	–	0.12%	63
2024 Q1	$363K	Hold	2,780	–	–	0.12%	64
2023 Q4	$341K	Hold	2,780	–	–	0.12%	64
2023 Q3	$339K	Hold	2,780	–	–	0.13%	63
2023 Q2	$387K	Hold	2,780	–	–	0.15%	58
2023 Q1	$376K	Sell	2,780 -1,500	-35%	-$195K	0.16%	58
2022 Q4	$586K	Hold	4,280	–	–	0.26%	53
2022 Q3	$487K	Hold	4,280	–	–	0.28%	40
2022 Q2	$583K	Hold	4,280	–	–	0.31%	40
2022 Q1	$532K	Hold	4,280	–	–	0.21%	44
2021 Q4	$617K	Hold	4,280	–	–	0.23%	48
2021 Q3	$572K	Hold	4,280	–	–	0.23%	45
2021 Q2	$577K	Hold	4,280	–	–	0.25%	46
2021 Q1	$600K	Hold	4,280	–	–	0.26%	41
2020 Q4	$582K	Buy	+4,280	New	+$599K	0.27%	44

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Planning's KMB Position: Q2 2025 in Review

Capital Planning sold out of Kimberly-Clark (KMB) in Q2 2025, closing a stake of 2,780 shares — an estimated $399K sold.

Capital Planning first reported a position in KMB in Q4 2020 and held it in 18 quarters. The position peaked at $617K in Q4 2021. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

Capital Planning reported no remaining Kimberly-Clark position as of Q2 2025 after selling out during the quarter.
Capital Planning sold 2,780 Kimberly-Clark shares in Q2 2025, an estimated $399K.
Capital Planning first reported a position in Kimberly-Clark in Q4 2020 and held it in 18 quarters.
Capital Planning's Kimberly-Clark position peaked at $617K in Q4 2021.
1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Capital Planning's 13F filing for Q2 2025, filed 21 Jul 2025.