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Concourse Financial Group Securities’s Kimberly-Clark KMB Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-2,250
Closed -$284K – 1155
2024
Q4 		$284K Buy
2,250
+479
+27% +$65.3K 0.02% 628
2024
Q3 		$254K Buy
1,771
+312
+21% +$44.2K 0.02% 632
2024
Q2 		$203K Buy
1,459
+305
+26% +$40.7K 0.01% 686
2024
Q1 		$150K Buy
1,154
+388
+51% +$47.6K 0.01% 782
2023
Q4 		$94K Sell
766
-859
-53% -$104K 0.01% 913
2023
Q3 		$198K Buy
1,625
+928
+133% +$120K 0.02% 619
2023
Q2 		$97K Sell
697
-84
-11% -$11.7K 0.01% 875
2023
Q1 		$106K Sell
781
-63
-7% -$8.18K 0.01% 852
2022
Q4 		$116K Buy
844
+43
+5% +$5.46K 0.01% 790
2022
Q3 		$91K Sell
801
-23
-3% -$2.99K 0.01% 756
2022
Q2 		$112K Sell
824
-13
-2% -$1.71K 0.01% 773
2022
Q1 		$104K Sell
837
-940
-53% -$124K 0.01% 847
2021
Q4 		$256K Buy
1,777
+5
+0.3% +$673 0.01% 648
2021
Q3 		$237K Sell
1,772
-671
-27% -$91.3K 0.01% 661
2021
Q2 		$330K Sell
2,443
-2,623
-52% -$350K 0.02% 559
2021
Q1 		$710K Sell
5,066
-617
-11% -$81.9K 0.05% 347
2020
Q4 		$772K Buy
5,683
+679
+14% +$95.1K 0.06% 288
2020
Q3 		$744K Buy
5,004
+103
+2% +$15.5K 0.06% 255
2020
Q2 		$698K Buy
4,901
+371
+8% +$51.2K 0.07% 234
2020
Q1 		$584K Buy
4,530
+538
+13% +$74.4K 0.06% 227
2019
Q4 		$553K Buy
3,992
+3,380
+552% +$457K 0.05% 260
2019
Q3 		$87K Sell
612
-3,301
-84% -$454K 0.02% 469
2019
Q2 		$526K Buy
3,913
+144
+4% +$18.6K 0.05% 255
2019
Q1 		$470K Buy
3,769
+139
+4% +$16.2K 0.05% 278
2018
Q4 		$417K Buy
3,630
+2,712
+295% +$301K 0.05% 268
2018
Q3 		$105K Buy
+918
New +$103K 0.03% 410

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Concourse Financial Group Securities's KMB Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Kimberly-Clark (KMB) in Q1 2025, closing a stake of 2,250 shares — an estimated $284K sold.

Concourse Financial Group Securities first reported a position in KMB in Q3 2018 and held it in 26 quarters. The position peaked at $772K in Q4 2020. 1,814 funds tracked by Wall St. Rank hold KMB as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Kimberly-Clark position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,250 Kimberly-Clark shares in Q1 2025, an estimated $284K.
  • Concourse Financial Group Securities first reported a position in Kimberly-Clark in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Kimberly-Clark position peaked at $772K in Q4 2020.
  • 1,814 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.