MHS
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M Holdings Securities’s Kimberly-Clark KMB Stock Holding History

M Holdings Securities’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
2023
Q3 		– Sell
-1,765
Closed -$244K – 247
2023
Q2 		$244K Sell
1,765
-10,936
-86% -$1.52M 0.05% 162
2023
Q1 		$1.7M Buy
+12,701
New +$1.65M 0.18% 102

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

M Holdings Securities's KMB Position: Q3 2024 in Review

M Holdings Securities sold out of Kimberly-Clark (KMB) in Q3 2024, closing a stake of 1,765 shares — an estimated $246K sold.

M Holdings Securities first reported a position in KMB in Q2 2016 and held it in 11 quarters. The position peaked at $1.78M in Q2 2022. 1,732 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

  • M Holdings Securities reported no remaining Kimberly-Clark position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 1,765 Kimberly-Clark shares in Q3 2024, an estimated $246K.
  • M Holdings Securities first reported a position in Kimberly-Clark in Q2 2016 and held it in 11 quarters.
  • M Holdings Securities's Kimberly-Clark position peaked at $1.78M in Q2 2022.
  • 1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.