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Harrison & Co Wealth Management’s Kimberly-Clark KMB Stock Holding History

Harrison & Co Wealth 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
2022
Q4 		$752K Sell
5,543
-300
-5% -$38.1K 0.73% 56
2022
Q3 		$658K Buy
5,843
+91
+2% +$11.8K 0.7% 58
2022
Q2 		$777K Sell
5,752
-338
-6% -$44.5K 0.74% 61
2022
Q1 		$750K Buy
6,090
+16
+0.3% +$2.11K 0.66% 65
2021
Q4 		$868K Buy
+6,074
New +$818K 0.73% 57

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harrison & Co Wealth Management's KMB Position: Q4 2022 in Review

Harrison & Co Wealth Management reduced its Kimberly-Clark (KMB) stake by 5.1% in Q4 2022, selling an estimated $38.1K and leaving 5,543 shares worth $752K. The position accounts for 0.73% of the portfolio, ranked #56.

Harrison & Co Wealth Management first reported a position in KMB in Q4 2021 and has held it in 5 quarters since. The position peaked at $868K in Q4 2021. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

  • Harrison & Co Wealth Management held 5,543 shares of Kimberly-Clark worth $752K as of Q4 2022.
  • Harrison & Co Wealth Management sold 300 Kimberly-Clark shares in Q4 2022, an estimated $38.1K.
  • Kimberly-Clark made up 0.73% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #56 holding.
  • Harrison & Co Wealth Management first reported a position in Kimberly-Clark in Q4 2021 and has held it in 5 quarters since.
  • Harrison & Co Wealth Management's Kimberly-Clark position peaked at $868K in Q4 2021.
  • 1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.