Frisch Financial Group’s Kimberly-Clark KMB Stock Holding History

Frisch Financial Group’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 Q2	–	Sell	-1,723	Closed	-$247K	–	148
2025 Q1	$247K	Buy	1,723 +105	+6%	+$14.1K	0.07%	114
2024 Q4	$214K	Buy	1,618 +9	+0.6%	+$1.23K	0.06%	122
2024 Q3	$231K	Buy	+1,609	New	+$228K	0.07%	119
2023 Q3	–	Sell	-1,508	Closed	-$208K	–	120
2023 Q2	$208K	Buy	1,508 +12	+0.8%	+$1.67K	0.1%	108
2023 Q1	$201K	Sell	1,496 -51	-3%	-$6.62K	0.08%	112
2022 Q4	$210K	Buy	+1,547	New	+$197K	0.08%	128
2022 Q3	–	Sell	-1,519	Closed	-$205K	–	127
2022 Q2	$205K	Buy	+1,519	New	+$200K	0.08%	118
2022 Q1	–	Sell	-1,643	Closed	-$233K	–	148
2021 Q4	$233K	Buy	+1,643	New	+$221K	0.07%	138
2021 Q3	–	Sell	-1,592	Closed	-$213K	–	153
2021 Q2	$213K	Sell	1,592 -145	-8%	-$19.3K	0.07%	143
2021 Q1	$242K	Buy	1,737 +84	+5%	+$11.1K	0.08%	129
2020 Q4	$223K	Buy	+1,653	New	+$231K	0.08%	116

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return