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Custom Index Systems’s Kimberly-Clark KMB Stock Holding History

Custom Index Systems’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 		– Sell
-1,500
Closed -$213K – 270
2025
Q1 		$213K Sell
1,500
-3,736
-71% -$503K 0.11% 259
2024
Q4 		$686K Buy
5,236
+99
+2% +$13.5K 0.37% 77
2024
Q3 		$731K Sell
5,137
-133
-3% -$18.9K 0.4% 76
2024
Q2 		$728K Buy
5,270
+979
+23% +$131K 0.42% 50
2024
Q1 		$555K Buy
+4,291
New +$527K 0.32% 73

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Custom Index Systems's KMB Position: Q2 2025 in Review

Custom Index Systems sold out of Kimberly-Clark (KMB) in Q2 2025, closing a stake of 1,500 shares — an estimated $213K sold.

Custom Index Systems first reported a position in KMB in Q1 2024 and held it in 5 quarters. The position peaked at $731K in Q3 2024. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • Custom Index Systems reported no remaining Kimberly-Clark position as of Q2 2025 after selling out during the quarter.
  • Custom Index Systems sold 1,500 Kimberly-Clark shares in Q2 2025, an estimated $213K.
  • Custom Index Systems first reported a position in Kimberly-Clark in Q1 2024 and held it in 5 quarters.
  • Custom Index Systems's Kimberly-Clark position peaked at $731K in Q3 2024.
  • 1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Custom Index Systems's 13F filing for Q2 2025, filed 13 Aug 2025.