CAS
KMB icon

Coppell Advisory Solutions’s Kimberly-Clark KMB Stock Holding History

Coppell Advisory Solutions’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
-200
Closed -$26.1K – 1159
2024
Q4 		$26.1K Sell
200
-9
-4% -$1.23K ﹤0.01% 775
2024
Q3 		$29.8K Buy
209
+9
+5% +$1.28K ﹤0.01% 712
2024
Q2 		$27.6K Buy
+200
New +$26.7K ﹤0.01% 660
2023
Q4 		$20.8K Buy
171
+81
+90% +$9.79K ﹤0.01% 725
2023
Q3 		$12.2K Sell
90
-6
-6% -$775 ﹤0.01% 580
2023
Q2 		$13.2K Buy
+96
New +$13.4K ﹤0.01% 632
2023
Q1 		– Sell
-90
Closed -$12.2K – 681
2022
Q4 		$12.2K Buy
+90
New +$11.4K ﹤0.01% 583

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

Coppell Advisory Solutions's KMB Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Kimberly-Clark (KMB) in Q1 2025, closing a stake of 200 shares — an estimated $26.1K sold.

Coppell Advisory Solutions first reported a position in KMB in Q4 2022 and held it in 7 quarters. The position peaked at $29.8K in Q3 2024. 1,813 funds tracked by Wall St. Rank hold KMB as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Kimberly-Clark position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 200 Kimberly-Clark shares in Q1 2025, an estimated $26.1K.
  • Coppell Advisory Solutions first reported a position in Kimberly-Clark in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Kimberly-Clark position peaked at $29.8K in Q3 2024.
  • 1,813 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.