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GoalVest Advisory’s Kimberly-Clark KMB Stock Holding History

GoalVest Advisory’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
-30
Closed -$3.73K – 539
2025
Q3 		$3.73K Hold
30
– – ﹤0.01% 375
2025
Q2 		$3.87K Buy
+30
New +$4.07K ﹤0.01% 335
2024
Q1 		– Sell
-12
Closed -$1.46K – 444
2023
Q4 		$1.46K Buy
12
+10
+500% +$1.21K ﹤0.01% 342
2023
Q3 		$242 Sell
2
-6,559
-100% -$847K ﹤0.01% 468
2023
Q2 		$906K Sell
6,561
-3,092
-32% -$430K 0.47% 39
2023
Q1 		$1.3M Buy
9,653
+803
+9% +$104K 0.76% 27
2022
Q4 		$1.2M Buy
8,850
+742
+9% +$94.3K 0.78% 29
2022
Q3 		$912K Buy
8,108
+1,695
+26% +$220K 0.64% 40
2022
Q2 		$873K Buy
+6,413
New +$845K 0.55% 55

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

GoalVest Advisory's KMB Position: Q4 2025 in Review

GoalVest Advisory sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 30 shares — an estimated $3.73K sold.

GoalVest Advisory first reported a position in KMB in Q2 2022 and held it in 9 quarters. The position peaked at $1.3M in Q1 2023. 1,682 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • GoalVest Advisory reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • GoalVest Advisory sold 30 Kimberly-Clark shares in Q4 2025, an estimated $3.73K.
  • GoalVest Advisory first reported a position in Kimberly-Clark in Q2 2022 and held it in 9 quarters.
  • GoalVest Advisory's Kimberly-Clark position peaked at $1.3M in Q1 2023.
  • 1,682 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.