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Congress Wealth Management’s Kimberly-Clark KMB Stock Holding History

Congress 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
2025
Q2 		$7.92M Buy
61,457
+26,560
+76% +$3.6M 0.08% 293
2025
Q1 		$4.96M Buy
34,897
+4,708
+16% +$634K 0.06% 331
2024
Q4 		$3.96M Sell
30,189
-24,598
-45% -$3.35M 0.05% 315
2024
Q3 		$7.8M Buy
54,787
+21,421
+64% +$3.04M 0.1% 238
2024
Q2 		$4.61M Buy
+33,366
New +$4.46M 0.07% 256
2022
Q1 		– Sell
-1,566
Closed -$224K – 622
2021
Q4 		$224K Buy
+1,566
New +$211K ﹤0.01% 578

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Congress Wealth Management's KMB Position: Q2 2025 in Review

Congress Wealth Management increased its Kimberly-Clark (KMB) stake by 76% in Q2 2025, buying an estimated $3.6M and bringing the position to 61,457 shares worth $7.92M. The position accounts for 0.08% of the portfolio, ranked #293.

Congress Wealth Management first reported a position in KMB in Q4 2021 and has held it in 6 quarters since. 1,766 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • Congress Wealth Management held 61,457 shares of Kimberly-Clark worth $7.92M as of Q2 2025.
  • Congress Wealth Management bought 26,560 Kimberly-Clark shares in Q2 2025, an estimated $3.6M.
  • Kimberly-Clark made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #293 holding.
  • Congress Wealth Management first reported a position in Kimberly-Clark in Q4 2021 and has held it in 6 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.