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

Doyle 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
2022
Q3 		$679K Buy
6,033
+81
+1% +$10.5K 0.06% 115
2022
Q2 		$804K Buy
5,952
+33
+0.6% +$4.35K 0.06% 114
2022
Q1 		$729K Sell
5,919
-179
-3% -$23.6K 0.05% 136
2021
Q4 		$871K Sell
6,098
-1,503
-20% -$202K 0.06% 118
2021
Q3 		$1.01M Sell
7,601
-12,409
-62% -$1.69M 0.08% 109
2021
Q2 		$2.68M Buy
20,010
+1,972
+11% +$263K 0.22% 76
2021
Q1 		$2.51M Buy
18,038
+1,138
+7% +$151K 0.24% 73
2020
Q4 		$2.28M Buy
16,900
+11,449
+210% +$1.6M 0.23% 73
2020
Q3 		$805K Sell
5,451
-290
-5% -$43.5K 0.09% 103
2020
Q2 		$811K Sell
5,741
-203
-3% -$28K 0.11% 94
2020
Q1 		$760K Sell
5,944
-157
-3% -$21.7K 0.12% 85
2019
Q4 		$839K Sell
6,101
-422
-6% -$57.1K 0.1% 91
2019
Q3 		$927K Sell
6,523
-129
-2% -$17.7K 0.13% 84
2019
Q2 		$887K Hold
6,652
– – 0.12% 78
2019
Q1 		$848K Sell
6,652
-2,194
-25% -$255K 0.12% 78
2018
Q4 		$1.01M Buy
8,846
+1,055
+14% +$117K 0.17% 67
2018
Q3 		$885K Buy
7,791
+25
+0.3% +$2.8K 0.14% 77
2018
Q2 		$818K Buy
7,766
+241
+3% +$25K 0.14% 81
2018
Q1 		$829K Sell
7,525
-540
-7% -$61.5K 0.14% 75
2017
Q4 		$973K Buy
8,065
+526
+7% +$61.3K 0.16% 65
2017
Q3 		$887K Buy
7,539
+145
+2% +$17.7K 0.16% 65
2017
Q2 		$955K Buy
7,394
+2,241
+43% +$292K 0.18% 62
2017
Q1 		$678K Buy
+5,153
New +$650K 0.14% 67

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Doyle Wealth Management's KMB Position: Q3 2022 in Review

Doyle Wealth Management increased its Kimberly-Clark (KMB) stake by 1.4% in Q3 2022, buying an estimated $10.5K and bringing the position to 6,033 shares worth $679K. The position accounts for 0.06% of the portfolio, ranked #115.

Doyle Wealth Management first reported a position in KMB in Q1 2017 and has held it in 23 quarters since. The position peaked at $2.68M in Q2 2021. 1,572 funds tracked by Wall St. Rank hold KMB as of Q3 2022.

  • Doyle Wealth Management held 6,033 shares of Kimberly-Clark worth $679K as of Q3 2022.
  • Doyle Wealth Management bought 81 Kimberly-Clark shares in Q3 2022, an estimated $10.5K.
  • Kimberly-Clark made up 0.06% of Doyle Wealth Management's portfolio in Q3 2022, its #115 holding.
  • Doyle Wealth Management first reported a position in Kimberly-Clark in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Kimberly-Clark position peaked at $2.68M in Q2 2021.
  • 1,572 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.