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Monte Financial Group’s Kimberly-Clark KMB Stock Holding History

Monte Financial 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
2025
Q1 		– Sell
-37,749
Closed -$4.95M – 87
2024
Q4 		$4.95M Buy
37,749
+11,031
+41% +$1.5M 2.12% 27
2024
Q3 		$3.8M Buy
26,718
+215
+0.8% +$30.5K 1.58% 31
2024
Q2 		$3.66M Buy
+26,503
New +$3.54M 1.62% 32

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Monte Financial Group's KMB Position: Q1 2025 in Review

Monte Financial Group sold out of Kimberly-Clark (KMB) in Q1 2025, closing a stake of 37,749 shares — an estimated $4.95M sold.

Monte Financial Group first reported a position in KMB in Q2 2024 and held it in 3 quarters. The position peaked at $4.95M in Q4 2024. 1,813 funds tracked by Wall St. Rank hold KMB as of Q1 2025.

  • Monte Financial Group reported no remaining Kimberly-Clark position as of Q1 2025 after selling out during the quarter.
  • Monte Financial Group sold 37,749 Kimberly-Clark shares in Q1 2025, an estimated $4.95M.
  • Monte Financial Group first reported a position in Kimberly-Clark in Q2 2024 and held it in 3 quarters.
  • Monte Financial Group's Kimberly-Clark position peaked at $4.95M in Q4 2024.
  • 1,813 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2025.

Based on Monte Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.