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Cascade Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Cascade Investment Advisors’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
-595
Closed -$79.9K – 161
2023
Q1 		$79.9K Buy
+595
New +$77.3K 0.06% 125
2022
Q3 		– Sell
-595
Closed -$80.4K – 162
2022
Q2 		$80.4K Hold
595
– – 0.06% 129
2022
Q1 		$73.3K Hold
595
– – 0.04% 147
2021
Q4 		$85K Hold
595
– – 0.05% 142
2021
Q3 		$78.8K Hold
595
– – 0.05% 141
2021
Q2 		$79.6K Hold
595
– – 0.05% 136
2021
Q1 		$82.7K Hold
595
– – 0.05% 135
2020
Q4 		$80.2K Hold
595
– – 0.06% 135
2020
Q3 		$87.9K Buy
595
+495
+495% +$74.3K 0.07% 130
2020
Q2 		$6.61K Sell
100
-495
-83% -$68.3K 0.01% 231
2020
Q1 		$76.1K Hold
595
– – 0.08% 118
2019
Q4 		$81.8K Hold
595
– – 0.06% 131
2019
Q3 		$84.5K Hold
595
– – 0.07% 124
2019
Q2 		$79.3K Hold
595
– – 0.07% 122
2019
Q1 		$73.7K Hold
595
– – 0.07% 121
2018
Q4 		$67.8K Hold
595
– – 0.07% 120
2018
Q3 		$67.6K Hold
595
– – 0.06% 119
2018
Q2 		$62.7K Sell
595
-100
-14% -$10.4K 0.06% 121
2018
Q1 		$76.5K Sell
695
-665
-49% -$75.7K 0.06% 115
2017
Q4 		$164K Buy
1,360
+110
+9% +$12.8K 0.13% 101
2017
Q3 		$147K Hold
1,250
– – 0.12% 100
2017
Q2 		$161K Hold
1,250
– – 0.14% 97
2017
Q1 		$165K Sell
1,250
-50
-4% -$6.3K 0.14% 89
2016
Q4 		$148K Buy
+1,300
New +$151K 0.13% 90
2016
Q2 		$1.45M Buy
+10,555
New +$1.38M 1.4% 24

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cascade Investment Advisors's KMB Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Kimberly-Clark (KMB) in Q2 2023, closing a stake of 595 shares — an estimated $79.9K sold.

Cascade Investment Advisors first reported a position in KMB in Q2 2016 and held it in 25 quarters. The position peaked at $1.45M in Q2 2016. 1,675 funds tracked by Wall St. Rank hold KMB as of Q2 2023.

  • Cascade Investment Advisors reported no remaining Kimberly-Clark position as of Q2 2023 after selling out during the quarter.
  • Cascade Investment Advisors sold 595 Kimberly-Clark shares in Q2 2023, an estimated $79.9K.
  • Cascade Investment Advisors first reported a position in Kimberly-Clark in Q2 2016 and held it in 25 quarters.
  • Cascade Investment Advisors's Kimberly-Clark position peaked at $1.45M in Q2 2016.
  • 1,675 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.