Cassady Schiller Wealth Management’s Kimberly-Clark KMB Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$24.2K	Buy	185 +38	+26%	+$5.18K	0.01%	262
2024 Q3	$20.9K	Hold	147	–	–	0.01%	271
2024 Q2	$20.3K	Hold	147	–	–	0.01%	267
2024 Q1	$19K	Sell	147 -34	-19%	-$4.17K	0.01%	293
2023 Q4	$22K	Buy	181 +98	+118%	+$11.8K	0.01%	269
2023 Q3	$10K	Hold	83	–	–	0.01%	329
2023 Q2	$11.5K	Hold	83	–	–	0.01%	324
2023 Q1	$11.1K	Hold	83	–	–	0.01%	318
2022 Q4	$11.3K	Buy	+83	New	+$10.5K	0.01%	310
2022 Q1	–	Sell	-89	Closed	-$13K	–	364
2021 Q4	$13K	Buy	+89	New	+$12K	0.01%	301

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

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

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

Cassady Schiller Wealth Management's KMB Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Kimberly-Clark (KMB) stake by 26% in Q4 2024, buying an estimated $5.18K and bringing the position to 185 shares worth $24.2K. The position accounts for 0.01% of the portfolio, ranked #262.

Cassady Schiller Wealth Management first reported a position in KMB in Q4 2021 and has held it in 10 quarters since. 1,785 funds tracked by Wall St. Rank hold KMB as of Q4 2024.

Cassady Schiller Wealth Management held 185 shares of Kimberly-Clark worth $24.2K as of Q4 2024.
Cassady Schiller Wealth Management bought 38 Kimberly-Clark shares in Q4 2024, an estimated $5.18K.
Kimberly-Clark made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #262 holding.
Cassady Schiller Wealth Management first reported a position in Kimberly-Clark in Q4 2021 and has held it in 10 quarters since.
1,785 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.