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Lake Street Advisors Group’s Kimberly-Clark KMB Stock Holding History

Lake Street Advisors 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
Q4 		$249K Buy
1,883
+114
+6% +$15.5K 0.01% 505
2024
Q3 		$254K Buy
1,769
+41
+2% +$5.81K 0.01% 505
2024
Q2 		$241K Sell
1,728
-170
-9% -$22.7K 0.01% 495
2024
Q1 		$248K Sell
1,898
-82
-4% -$10.1K 0.01% 501
2023
Q4 		$243K Buy
+1,980
New +$239K 0.01% 499
2021
Q3 		– Sell
-1,865
Closed -$251K – 336
2021
Q2 		$251K Buy
1,865
+1
+0.1% +$133 0.02% 273
2021
Q1 		$259K Buy
1,864
+52
+3% +$6.9K 0.02% 259
2020
Q4 		$244K Sell
1,812
-226
-11% -$31.6K 0.02% 262
2020
Q3 		$301K Sell
2,038
-316
-13% -$47.5K 0.03% 209
2020
Q2 		$333K Sell
2,354
-59
-2% -$8.14K 0.03% 183
2020
Q1 		$309K Sell
2,413
-603
-20% -$83.4K 0.04% 168
2019
Q4 		$415K Sell
3,016
-104
-3% -$14.1K 0.04% 133
2019
Q3 		$215K Sell
3,120
-79
-2% -$10.9K 0.02% 207
2019
Q2 		$426K Sell
3,199
-68
-2% -$8.77K 0.05% 114
2019
Q1 		$405K Buy
+3,267
New +$380K 0.04% 123
2018
Q3 		– Sell
-5,560
Closed -$586K – 275
2018
Q2 		$586K Buy
5,560
+28
+0.5% +$2.91K 0.06% 133
2018
Q1 		$609K Buy
5,532
+147
+3% +$16.7K 0.07% 112
2017
Q4 		$650K Buy
+5,385
New +$628K 0.07% 108

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Advisors Group's KMB Position: Q4 2024 in Review

Lake Street Advisors Group increased its Kimberly-Clark (KMB) stake by 6.4% in Q4 2024, buying an estimated $15.5K and bringing the position to 1,883 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #505.

Lake Street Advisors Group first reported a position in KMB in Q4 2017 and has held it in 18 quarters since. The position peaked at $650K in Q4 2017. 1,786 funds tracked by Wall St. Rank hold KMB as of Q4 2024.

  • Lake Street Advisors Group held 1,883 shares of Kimberly-Clark worth $249K as of Q4 2024.
  • Lake Street Advisors Group bought 114 Kimberly-Clark shares in Q4 2024, an estimated $15.5K.
  • Kimberly-Clark made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #505 holding.
  • Lake Street Advisors Group first reported a position in Kimberly-Clark in Q4 2017 and has held it in 18 quarters since.
  • Lake Street Advisors Group's Kimberly-Clark position peaked at $650K in Q4 2017.
  • 1,786 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.