IWA
KMB icon

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

IVC 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
-6,391
Closed -$795K – 185
2025
Q3 		$795K Buy
6,391
+1
+0% +$129 0.36% 53
2025
Q2 		$824K Sell
6,390
-150
-2% -$20.3K 0.4% 53
2025
Q1 		$930K Sell
6,540
-114
-2% -$15.4K 0.5% 45
2024
Q4 		$872K Sell
6,654
-530
-7% -$72.3K 0.49% 45
2024
Q3 		$1.02M Sell
7,184
-199
-3% -$28.2K 0.56% 43
2024
Q2 		$1.02M Buy
7,383
+446
+6% +$59.6K 0.57% 42
2024
Q1 		$897K Buy
6,937
+319
+5% +$39.2K 0.52% 48
2023
Q4 		$804K Sell
6,618
-127
-2% -$15.3K 0.5% 49
2023
Q3 		$815K Sell
6,745
-7
-0.1% -$904 0.55% 50
2023
Q2 		$932K Sell
6,752
-177
-3% -$24.6K 0.59% 47
2023
Q1 		$930K Sell
6,929
-691
-9% -$89.8K 0.66% 39
2022
Q4 		$1.03M Buy
7,620
+161
+2% +$20.5K 0.76% 33
2022
Q3 		$839K Buy
7,459
+97
+1% +$12.6K 0.68% 39
2022
Q2 		$995K Buy
7,362
+281
+4% +$37K 0.77% 35
2022
Q1 		$872K Buy
7,081
+29
+0.4% +$3.83K 0.57% 45
2021
Q4 		$1.01M Buy
7,052
+333
+5% +$44.8K 0.65% 41
2021
Q3 		$890K Buy
6,719
+266
+4% +$36.2K 0.61% 42
2021
Q2 		$863K Buy
6,453
+506
+9% +$67.5K 0.61% 44
2021
Q1 		$827K Sell
5,947
-178
-3% -$23.6K 0.65% 42
2020
Q4 		$826K Buy
+6,125
New +$858K 0.79% 33

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

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

IVC Wealth Advisors sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 6,391 shares — an estimated $795K sold.

IVC Wealth Advisors first reported a position in KMB in Q4 2020 and held it in 20 quarters. The position peaked at $1.03M in Q4 2022. 1,682 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • IVC Wealth Advisors reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • IVC Wealth Advisors sold 6,391 Kimberly-Clark shares in Q4 2025, an estimated $795K.
  • IVC Wealth Advisors first reported a position in Kimberly-Clark in Q4 2020 and held it in 20 quarters.
  • IVC Wealth Advisors's Kimberly-Clark position peaked at $1.03M in Q4 2022.
  • 1,682 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on IVC Wealth Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.