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Menlo Advisors’s Kimberly-Clark KMB Stock Holding History

Menlo 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
2024
Q2 		– Sell
-17,737
Closed -$2.29M – 34
2024
Q1 		$2.29M Sell
17,737
-90
-0.5% -$11K 1.31% 22
2023
Q4 		$2.17M Sell
17,827
-610
-3% -$73.7K 1.33% 21
2023
Q3 		$2.23M Hold
18,437
– – 1.46% 20
2023
Q2 		$2.54M Sell
18,437
-175
-0.9% -$24.4K 1.6% 21
2023
Q1 		$2.5M Hold
18,612
– – 1.71% 20
2022
Q4 		$2.53M Buy
18,612
+17
+0.1% +$2.16K 1.9% 17
2022
Q3 		$2.09M Hold
18,595
– – 1.47% 23
2022
Q2 		$2.51M Hold
18,595
– – 1.67% 20
2022
Q1 		$2.29M Hold
18,595
– – 1.21% 26
2021
Q4 		$2.66M Buy
18,595
+310
+2% +$41.7K 1.32% 28
2021
Q3 		$2.42M Buy
18,285
+7,675
+72% +$1.04M 1.28% 28
2021
Q2 		$1.42M Buy
+10,610
New +$1.42M 0.77% 33

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Menlo Advisors's KMB Position: Q2 2024 in Review

Menlo Advisors sold out of Kimberly-Clark (KMB) in Q2 2024, closing a stake of 17,737 shares — an estimated $2.29M sold.

Menlo Advisors first reported a position in KMB in Q2 2021 and held it in 12 quarters. The position peaked at $2.66M in Q4 2021. 1,732 funds tracked by Wall St. Rank hold KMB as of Q2 2024.

  • Menlo Advisors reported no remaining Kimberly-Clark position as of Q2 2024 after selling out during the quarter.
  • Menlo Advisors sold 17,737 Kimberly-Clark shares in Q2 2024, an estimated $2.29M.
  • Menlo Advisors first reported a position in Kimberly-Clark in Q2 2021 and held it in 12 quarters.
  • Menlo Advisors's Kimberly-Clark position peaked at $2.66M in Q4 2021.
  • 1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.

Based on Menlo Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.