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Financial Advocates Investment Management’s Kimberly-Clark KMB Stock Holding History

Financial Advocates Investment 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
2024
Q3 		– Sell
-1,000
Closed -$138K – 793
2024
Q2 		$138K Buy
+1,000
New +$134K 0.01% 689

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 $654B AUM 26.35% 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 $865B AUM 30.76% 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
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

Financial Advocates Investment Management's KMB Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Kimberly-Clark (KMB) in Q3 2025, closing a stake of 2,007 shares — an estimated $259K sold.

Financial Advocates Investment Management first reported a position in KMB in Q4 2017 and held it in 31 quarters. The position peaked at $1.91M in Q2 2020. 1,721 funds tracked by Wall St. Rank hold KMB as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Kimberly-Clark position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,007 Kimberly-Clark shares in Q3 2025, an estimated $259K.
  • Financial Advocates Investment Management first reported a position in Kimberly-Clark in Q4 2017 and held it in 31 quarters.
  • Financial Advocates Investment Management's Kimberly-Clark position peaked at $1.91M in Q2 2020.
  • 1,721 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.