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Evelyn Partners Investment Management Services’s Kimberly-Clark KMB Stock Holding History

Evelyn Partners Investment Management Services’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
Q4 		– Sell
-200
Closed -$24.9K – 274
2025
Q3 		$24.9K Hold
200
– – ﹤0.01% 211
2025
Q2 		$25.8K Buy
+200
New +$27.1K ﹤0.01% 198
2025
Q1 		– Sell
-400
Closed -$52.4K – 279
2024
Q4 		$52.4K Buy
+400
New +$54.5K 0.01% 163

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Evelyn Partners Investment Management Services's KMB Position: Q4 2025 in Review

Evelyn Partners Investment Management Services sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 200 shares — an estimated $24.9K sold.

Evelyn Partners Investment Management Services first reported a position in KMB in Q4 2024 and held it in 3 quarters. The position peaked at $52.4K in Q4 2024. 1,677 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • Evelyn Partners Investment Management Services reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 200 Kimberly-Clark shares in Q4 2025, an estimated $24.9K.
  • Evelyn Partners Investment Management Services first reported a position in Kimberly-Clark in Q4 2024 and held it in 3 quarters.
  • Evelyn Partners Investment Management Services's Kimberly-Clark position peaked at $52.4K in Q4 2024.
  • 1,677 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q4 2025, filed 13 Feb 2026.