Cherry Tree Wealth Management’s Kimberly-Clark KMB Stock Holding History

Cherry Tree 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
2026 Q1	$12K	Hold	124	–	–	﹤0.01%	395
2025 Q4	$12.5K	Hold	124	–	–	﹤0.01%	396
2025 Q3	$15.4K	Hold	124	–	–	﹤0.01%	360
2025 Q2	$16K	Hold	124	–	–	﹤0.01%	360
2025 Q1	$17.6K	Hold	124	–	–	﹤0.01%	364
2024 Q4	$16.2K	Hold	124	–	–	﹤0.01%	363
2024 Q3	$17.6K	Hold	124	–	–	﹤0.01%	357
2024 Q2	$17.1K	Hold	124	–	–	﹤0.01%	343
2024 Q1	$16K	Hold	124	–	–	﹤0.01%	338
2023 Q4	$15.1K	Hold	124	–	–	﹤0.01%	327
2023 Q3	$15K	Sell	124 -1	-0.8%	-$129	﹤0.01%	309
2023 Q2	$17.3K	Buy	+125	New	+$17.4K	0.01%	299

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