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Exencial Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Exencial Wealth 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
Q4 		– Sell
-1,645
Closed -$205K – 558
2025
Q3 		$205K Sell
1,645
-209
-11% -$27K 0.01% 512
2025
Q2 		$239K Buy
1,854
+79
+4% +$10.7K 0.01% 460
2025
Q1 		$252K Buy
1,775
+161
+10% +$21.7K 0.01% 450
2024
Q4 		$211K Buy
1,614
+132
+9% +$18K 0.01% 485
2024
Q3 		$211K Buy
+1,482
New +$210K 0.01% 480
2023
Q2 		– Sell
-1,692
Closed -$227K – 442
2023
Q1 		$227K Buy
1,692
+37
+2% +$4.81K 0.01% 388
2022
Q4 		$225K Buy
+1,655
New +$210K 0.01% 397
2022
Q3 		– Sell
-1,678
Closed -$227K – 423
2022
Q2 		$227K Sell
1,678
-219
-12% -$28.9K 0.01% 392
2022
Q1 		$234K Sell
1,897
-79
-4% -$10.4K 0.01% 402
2021
Q4 		$282K Buy
1,976
+397
+25% +$53.4K 0.01% 399
2021
Q3 		$209K Buy
1,579
+8
+0.5% +$1.09K 0.01% 311
2021
Q2 		$210K Buy
1,571
+43
+3% +$5.74K 0.01% 425
2021
Q1 		$212K Sell
1,528
-84
-5% -$11.1K 0.01% 411
2020
Q4 		$217K Buy
1,612
+2
+0.1% +$280 0.01% 353
2020
Q3 		$238K Buy
1,610
+2
+0.1% +$300 0.01% 328
2020
Q2 		$227K Sell
1,608
-3
-0.2% -$414 0.02% 299
2020
Q1 		$206K Buy
1,611
+11
+0.7% +$1.52K 0.04% 228
2019
Q4 		$220K Sell
1,600
-46
-3% -$6.22K 0.04% 246
2019
Q3 		$234K Buy
1,646
+11
+0.7% +$1.51K 0.05% 223
2019
Q2 		$218K Hold
1,635
– – 0.05% 213
2019
Q1 		$203K Sell
1,635
-1,035
-39% -$120K 0.05% 219
2018
Q4 		$304K Sell
2,670
-502
-16% -$55.7K 0.08% 166
2018
Q3 		$360K Sell
3,172
-855
-21% -$95.9K 0.08% 137
2018
Q2 		$424K Sell
4,027
-597
-13% -$62K 0.12% 124
2018
Q1 		$509K Buy
4,624
+376
+9% +$42.8K 0.15% 112
2017
Q4 		$513K Sell
4,248
-166
-4% -$19.4K 0.15% 114
2017
Q3 		$519K Buy
4,414
+43
+1% +$5.25K 0.17% 108
2017
Q2 		$564K Sell
4,371
-268
-6% -$34.9K 0.23% 87
2017
Q1 		$618K Sell
4,639
-213
-4% -$26.9K 0.27% 81
2016
Q4 		$554K Sell
4,852
-189
-4% -$21.9K 0.23% 90
2016
Q3 		$577K Sell
5,041
-577
-10% -$74.6K 0.26% 85
2016
Q2 		$772K Buy
5,618
+342
+6% +$44.8K 0.35% 76
2016
Q1 		$710K Buy
5,276
+5
+0.1% +$650 0.33% 75
2015
Q4 		$663K Buy
5,271
+141
+3% +$16.9K 0.33% 74
2015
Q3 		$559K Sell
5,130
-300
-6% -$33.1K 0.27% 82
2015
Q2 		$606K Sell
5,430
-683
-11% -$74.4K 0.38% 62
2015
Q1 		$658K Buy
6,113
+2
+0% +$221 0.28% 86
2014
Q4 		$709K Sell
6,111
-262
-4% -$29.1K 0.31% 81
2014
Q3 		$657K Hold
6,373
– – 0.29% 88
2014
Q2 		$691K Buy
6,373
+4
+0.1% +$425 0.29% 90
2014
Q1 		$686K Buy
6,369
+5
+0.1% +$518 0.29% 93
2013
Q4 		$647K Buy
6,364
+4
+0.1% +$399 0.29% 87
2013
Q3 		$664K Buy
6,360
+4
+0.1% +$371 0.31% 87
2013
Q2 		$598K Buy
+6,356
New +$613K 0.3% 87

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Exencial Wealth Advisors's KMB Position: Q4 2025 in Review

Exencial Wealth Advisors sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 1,645 shares — an estimated $205K sold.

Exencial Wealth Advisors first reported a position in KMB in Q2 2013 and held it in 44 quarters. The position peaked at $772K in Q2 2016. 1,680 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • Exencial Wealth Advisors reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • Exencial Wealth Advisors sold 1,645 Kimberly-Clark shares in Q4 2025, an estimated $205K.
  • Exencial Wealth Advisors first reported a position in Kimberly-Clark in Q2 2013 and held it in 44 quarters.
  • Exencial Wealth Advisors's Kimberly-Clark position peaked at $772K in Q2 2016.
  • 1,680 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on Exencial Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.