KIG
KMB icon

Kowal Investment Group’s Kimberly-Clark KMB Stock Holding History

Kowal Investment 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
2024
Q3 		$600K Buy
4,215
+138
+3% +$19.6K 0.11% 104
2024
Q2 		$563K Buy
4,077
+404
+11% +$54K 0.11% 98
2024
Q1 		$475K Buy
3,673
+11
+0.3% +$1.35K 0.1% 103
2023
Q4 		$445K Sell
3,662
-888
-20% -$107K 0.1% 94
2023
Q3 		$550K Buy
4,550
+772
+20% +$99.7K 0.15% 80
2023
Q2 		$522K Buy
3,778
+44
+1% +$6.13K 0.14% 81
2023
Q1 		$501K Buy
3,734
+8
+0.2% +$1.04K 0.14% 75
2022
Q4 		$506K Buy
3,726
+10
+0.3% +$1.27K 0.15% 80
2022
Q3 		$418K Buy
3,716
+9
+0.2% +$1.17K 0.14% 78
2022
Q2 		$501K Sell
3,707
-30
-0.8% -$3.95K 0.16% 62
2022
Q1 		$460K Buy
3,737
+8
+0.2% +$1.06K 0.14% 63
2021
Q4 		$533K Buy
3,729
+8
+0.2% +$1.08K 0.16% 52
2021
Q3 		$493K Sell
3,721
-42
-1% -$5.71K 0.16% 47
2021
Q2 		$503K Sell
3,763
-113
-3% -$15.1K 0.18% 48
2021
Q1 		$539K Hold
3,876
– – 0.22% 44
2020
Q4 		$505K Buy
+3,876
New +$543K 0.23% 44

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kowal Investment Group's KMB Position: Q3 2024 in Review

Kowal Investment Group increased its Kimberly-Clark (KMB) stake by 3.4% in Q3 2024, buying an estimated $19.6K and bringing the position to 4,215 shares worth $600K. The position accounts for 0.11% of the portfolio, ranked #104.

Kowal Investment Group first reported a position in KMB in Q4 2020 and has held it in 16 quarters since. 1,732 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

  • Kowal Investment Group held 4,215 shares of Kimberly-Clark worth $600K as of Q3 2024.
  • Kowal Investment Group bought 138 Kimberly-Clark shares in Q3 2024, an estimated $19.6K.
  • Kimberly-Clark made up 0.11% of Kowal Investment Group's portfolio in Q3 2024, its #104 holding.
  • Kowal Investment Group first reported a position in Kimberly-Clark in Q4 2020 and has held it in 16 quarters since.
  • 1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.