Dock Street Asset Management’s Kimberly-Clark KMB Stock Holding History

Dock Street Asset 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
2023 Q2	–	Sell	-12,797	Closed	-$1.72M	–	52
2023 Q1	$1.72M	Sell	12,797 -10,520	-45%	-$1.37M	0.33%	36
2022 Q4	$3.17M	Sell	23,317 -57	-0.2%	-$7.24K	0.73%	34
2022 Q3	$2.63M	Sell	23,374 -108	-0.5%	-$14K	0.63%	34
2022 Q2	$3.17M	Buy	23,482 +9,894	+73%	+$1.3M	0.69%	31
2022 Q1	$1.67M	Sell	13,588 -5,949	-30%	-$785K	0.3%	41
2021 Q4	$2.79M	Buy	19,537 +425	+2%	+$57.2K	0.46%	35
2021 Q3	$2.53M	Buy	19,112 +511	+3%	+$69.5K	0.47%	36
2021 Q2	$2.49M	Buy	+18,601	New	+$2.48M	0.46%	35
2018 Q1	–	Sell	-1,897	Closed	-$229K	–	54
2017 Q4	$229K	Buy	+1,897	New	+$221K	0.09%	50

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dock Street Asset Management's KMB Position: Q2 2023 in Review

Dock Street Asset Management sold out of Kimberly-Clark (KMB) in Q2 2023, closing a stake of 12,797 shares — an estimated $1.72M sold.

Dock Street Asset Management first reported a position in KMB in Q4 2017 and held it in 9 quarters. The position peaked at $3.17M in Q2 2022. 1,676 funds tracked by Wall St. Rank hold KMB as of Q2 2023.

Dock Street Asset Management reported no remaining Kimberly-Clark position as of Q2 2023 after selling out during the quarter.
Dock Street Asset Management sold 12,797 Kimberly-Clark shares in Q2 2023, an estimated $1.72M.
Dock Street Asset Management first reported a position in Kimberly-Clark in Q4 2017 and held it in 9 quarters.
Dock Street Asset Management's Kimberly-Clark position peaked at $3.17M in Q2 2022.
1,676 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2023.

Based on Dock Street Asset Management's 13F filing for Q2 2023, filed 25 Jul 2023.