LWAC
KMB icon

Laurel Wealth Advisors (California)’s Kimberly-Clark KMB Stock Holding History

Laurel Wealth Advisors (California)’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 		$1.48M Sell
10,930
-8,528
-44% -$1.08M 0.15% 159
2022
Q3 		$2.19M Sell
19,458
-222
-1% -$28.9K 0.23% 99
2022
Q2 		$2.66M Sell
19,680
-378
-2% -$49.8K 0.27% 91
2022
Q1 		$2.47M Sell
20,058
-129
-0.6% -$17K 0.2% 110
2021
Q4 		$2.88M Buy
20,187
+770
+4% +$104K 0.22% 106
2021
Q3 		$2.57M Buy
19,417
+61
+0.3% +$8.3K 0.47% 41
2021
Q2 		$2.59M Buy
19,356
+435
+2% +$58K 0.34% 71
2021
Q1 		$2.63M Buy
18,921
+93
+0.5% +$12.3K 0.4% 57
2020
Q4 		$2.54M Buy
18,828
+173
+0.9% +$24.2K 0.37% 61
2020
Q3 		$2.75M Buy
18,655
+143
+0.8% +$21.5K 0.46% 53
2020
Q2 		$2.62M Buy
18,512
+5,290
+40% +$730K 0.48% 54
2020
Q1 		$1.69M Sell
13,222
-55
-0.4% -$7.61K 0.39% 65
2019
Q4 		$1.83M Sell
13,277
-1,589
-11% -$215K 0.31% 83
2019
Q3 		$2.11M Buy
14,866
+1,589
+12% +$218K 0.36% 68
2019
Q2 		$1.77M Buy
13,277
+6
+0% +$774 0.39% 63
2019
Q1 		$1.64M Sell
13,271
-146
-1% -$17K 0.4% 63
2018
Q4 		$1.53M Sell
13,417
-645
-5% -$71.6K 0.45% 58
2018
Q3 		$1.6M Sell
14,062
-1,360
-9% -$153K 0.39% 66
2018
Q2 		$1.62M Buy
15,422
+501
+3% +$52.1K 0.43% 61
2018
Q1 		$1.64M Sell
14,921
-1,271
-8% -$145K 0.51% 51
2017
Q4 		$1.95M Buy
16,192
+583
+4% +$68K 0.56% 43
2017
Q3 		$1.84M Sell
15,609
-573
-4% -$70K 0.62% 40
2017
Q2 		$2.09M Sell
16,182
-11
-0.1% -$1.43K 0.74% 28
2017
Q1 		$2.13M Buy
16,193
+1,921
+13% +$242K 0.82% 22
2016
Q4 		$1.63M Sell
14,272
-169
-1% -$19.6K 0.72% 31
2016
Q3 		$1.82M Sell
14,441
-82
-0.6% -$10.6K 0.86% 22
2016
Q2 		$2M Sell
14,523
-889
-6% -$116K 0.96% 23
2016
Q1 		$2.07M Buy
15,412
+120
+0.8% +$15.6K 1.04% 19
2015
Q4 		$1.95M Buy
+15,292
New +$1.84M 1.01% 19

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laurel Wealth Advisors (California)'s KMB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Kimberly-Clark (KMB) stake by 44% in Q4 2022, selling an estimated $1.08M and leaving 10,930 shares worth $1.48M. The position accounts for 0.15% of the portfolio, ranked #159.

Laurel Wealth Advisors (California) first reported a position in KMB in Q4 2015 and has held it in 29 quarters since. The position peaked at $2.88M in Q4 2021. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

  • Laurel Wealth Advisors (California) held 10,930 shares of Kimberly-Clark worth $1.48M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 8,528 Kimberly-Clark shares in Q4 2022, an estimated $1.08M.
  • Kimberly-Clark made up 0.15% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #159 holding.
  • Laurel Wealth Advisors (California) first reported a position in Kimberly-Clark in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Kimberly-Clark position peaked at $2.88M in Q4 2021.
  • 1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.