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Evoke Wealth’s Kimberly-Clark KMB Stock Holding History

Evoke Wealth’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
Q1 		– Sell
-2,062
Closed -$272K – 455
2024
Q4 		$272K Buy
+2,062
New +$281K 0.01% 362
2022
Q4 		– Sell
-533
Closed -$61K – 780
2022
Q3 		$61K Hold
533
– – ﹤0.01% 486
2022
Q2 		$73K Sell
533
-103
-16% -$13.6K ﹤0.01% 450
2022
Q1 		$79K Buy
636
+24
+4% +$3.17K ﹤0.01% 461
2021
Q4 		$88K Buy
612
+3
+0.5% +$404 ﹤0.01% 467
2021
Q3 		$81K Sell
609
-13
-2% -$1.77K ﹤0.01% 453
2021
Q2 		$84K Sell
622
-30
-5% -$4K ﹤0.01% 464
2021
Q1 		$91K Buy
652
+467
+252% +$62K ﹤0.01% 383
2020
Q4 		$25K Hold
185
– – ﹤0.01% 470
2020
Q3 		$28K Sell
185
-360
-66% -$54.1K ﹤0.01% 434
2020
Q2 		$77K Sell
545
-109
-17% -$15K 0.01% 302
2020
Q1 		$84.1K Sell
654
-743
-53% -$103K 0.01% 282
2019
Q4 		$194K Buy
1,397
+57
+4% +$7.71K 0.02% 226
2019
Q3 		$192K Buy
+1,340
New +$184K 0.02% 264

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

Evoke Wealth's KMB Position: Q1 2025 in Review

Evoke Wealth sold out of Kimberly-Clark (KMB) in Q1 2025, closing a stake of 2,062 shares — an estimated $272K sold.

Evoke Wealth first reported a position in KMB in Q3 2019 and held it in 14 quarters. The position peaked at $272K in Q4 2024. 1,813 funds tracked by Wall St. Rank hold KMB as of Q1 2025.

  • Evoke Wealth reported no remaining Kimberly-Clark position as of Q1 2025 after selling out during the quarter.
  • Evoke Wealth sold 2,062 Kimberly-Clark shares in Q1 2025, an estimated $272K.
  • Evoke Wealth first reported a position in Kimberly-Clark in Q3 2019 and held it in 14 quarters.
  • Evoke Wealth's Kimberly-Clark position peaked at $272K in Q4 2024.
  • 1,813 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2025.

Based on Evoke Wealth's 13F filing for Q1 2025, filed 13 May 2025.