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MGB Wealth Management’s Kimberly-Clark KMB Stock Holding History

MGB Wealth Management’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
2025
Q2 		– Sell
-1,500
Closed -$211K – 315
2025
Q1 		$211K Buy
+1,500
New +$202K 0.08% 198
2024
Q4 		– Sell
-1,500
Closed -$214K – 298
2024
Q3 		$214K Hold
1,500
– – 0.08% 178
2024
Q2 		$212K Buy
+1,500
New +$200K 0.08% 182

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

MGB Wealth Management's KMB Position: Q2 2025 in Review

MGB Wealth Management sold out of Kimberly-Clark (KMB) in Q2 2025, closing a stake of 1,500 shares — an estimated $211K sold.

MGB Wealth Management first reported a position in KMB in Q2 2024 and held it in 3 quarters. The position peaked at $214K in Q3 2024. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • MGB Wealth Management reported no remaining Kimberly-Clark position as of Q2 2025 after selling out during the quarter.
  • MGB Wealth Management sold 1,500 Kimberly-Clark shares in Q2 2025, an estimated $211K.
  • MGB Wealth Management first reported a position in Kimberly-Clark in Q2 2024 and held it in 3 quarters.
  • MGB Wealth Management's Kimberly-Clark position peaked at $214K in Q3 2024.
  • 1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on MGB Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.