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Elevate Capital Advisors’s Kimberly-Clark KMB Stock Holding History

Elevate Capital Advisors’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
Q3 		– Sell
-16,578
Closed -$2.14M – 78
2025
Q2 		$2.14M Buy
16,578
+4,134
+33% +$561K 1.7% 27
2025
Q1 		$1.77M Buy
12,444
+3,944
+46% +$531K 1.64% 28
2024
Q4 		$1.11M Buy
+8,500
New +$1.16M 0.98% 45

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

Elevate Capital Advisors's KMB Position: Q3 2025 in Review

Elevate Capital Advisors sold out of Kimberly-Clark (KMB) in Q3 2025, closing a stake of 16,578 shares — an estimated $2.14M sold.

Elevate Capital Advisors first reported a position in KMB in Q4 2024 and held it in 3 quarters. The position peaked at $2.14M in Q2 2025. 1,721 funds tracked by Wall St. Rank hold KMB as of Q3 2025.

  • Elevate Capital Advisors reported no remaining Kimberly-Clark position as of Q3 2025 after selling out during the quarter.
  • Elevate Capital Advisors sold 16,578 Kimberly-Clark shares in Q3 2025, an estimated $2.14M.
  • Elevate Capital Advisors first reported a position in Kimberly-Clark in Q4 2024 and held it in 3 quarters.
  • Elevate Capital Advisors's Kimberly-Clark position peaked at $2.14M in Q2 2025.
  • 1,721 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2025.

Based on Elevate Capital Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.