CWS
KMB icon

Confluence Wealth Services’s Kimberly-Clark KMB Stock Holding History

Confluence Wealth Services’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
Q3 		– Sell
-1,605
Closed -$207K – 376
2025
Q2 		$207K Sell
1,605
-33
-2% -$4.47K 0.01% 348
2025
Q1 		$218K Buy
1,638
+1
+0.1% +$135 0.01% 324
2024
Q4 		$208K Buy
1,637
+80
+5% +$10.9K 0.01% 323
2024
Q3 		$221K Buy
+1,557
New +$221K 0.02% 319
2022
Q1 		– Sell
-919
Closed -$131K – 726
2021
Q4 		$131K Buy
+919
New +$124K 0.04% 287

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Confluence Wealth Services's KMB Position: Q3 2025 in Review

Confluence Wealth Services sold out of Kimberly-Clark (KMB) in Q3 2025, closing a stake of 1,605 shares — an estimated $207K sold.

Confluence Wealth Services first reported a position in KMB in Q4 2021 and held it in 5 quarters. The position peaked at $221K in Q3 2024. 1,721 funds tracked by Wall St. Rank hold KMB as of Q3 2025.

  • Confluence Wealth Services reported no remaining Kimberly-Clark position as of Q3 2025 after selling out during the quarter.
  • Confluence Wealth Services sold 1,605 Kimberly-Clark shares in Q3 2025, an estimated $207K.
  • Confluence Wealth Services first reported a position in Kimberly-Clark in Q4 2021 and held it in 5 quarters.
  • Confluence Wealth Services's Kimberly-Clark position peaked at $221K in Q3 2024.
  • 1,721 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2025.

Based on Confluence Wealth Services's 13F filing for Q3 2025, filed 28 Oct 2025.