Cercano Management’s Kimberly-Clark KMB Stock Holding History

Cercano 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	–	Sell	-1,628	Closed	-$232K	–	188
2024 Q3	$232K	Buy	+1,628	New	+$231K	0.01%	148

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

Cercano Management's KMB Position: Q4 2024 in Review

Cercano Management sold out of Kimberly-Clark (KMB) in Q4 2024, closing a stake of 1,628 shares — an estimated $232K sold.

Cercano Management first reported a position in KMB in Q3 2024 and held it in 1 quarter. The position peaked at $232K in Q3 2024. 1,785 funds tracked by Wall St. Rank hold KMB as of Q4 2024.

Cercano Management reported no remaining Kimberly-Clark position as of Q4 2024 after selling out during the quarter.
Cercano Management sold 1,628 Kimberly-Clark shares in Q4 2024, an estimated $232K.
Cercano Management first reported a position in Kimberly-Clark in Q3 2024 and held it in 1 quarter.
Cercano Management's Kimberly-Clark position peaked at $232K in Q3 2024.
1,785 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2024.

Based on Cercano Management's 13F filing for Q4 2024, filed 14 Feb 2025.