Charles Schwab Trust’s Kimberly-Clark KMB Stock Holding History

Charles Schwab Trust’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
2026 Q1	–	Sell	-7,000	Closed	-$706K	–	176
2025 Q4	$706K	Sell	7,000 -49	-0.7%	-$5.36K	0.05%	99
2025 Q3	$876K	Hold	7,049	–	–	0.06%	97
2025 Q2	$909K	Hold	7,049	–	–	0.07%	94
2025 Q1	$1M	Buy	7,049 +200	+3%	+$26.9K	0.08%	86
2024 Q4	$897K	Buy	6,849 +800	+13%	+$109K	0.08%	90
2024 Q3	$861K	Hold	6,049	–	–	0.07%	89
2024 Q2	$836K	Buy	6,049 +49	+0.8%	+$6.54K	0.08%	93
2024 Q1	$776K	Sell	6,000 -384	-6%	-$47.1K	0.07%	91
2023 Q4	$776K	Buy	6,384 +384	+6%	+$46.4K	0.08%	99
2023 Q3	$725K	Buy	+6,000	New	+$775K	0.08%	99

Other funds holding KMB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group

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

Geode Capital Management

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

Massachusetts Financial Services

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return