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Monterey Private Wealth’s Kimberly-Clark KMB Stock Holding History

Monterey Private Wealth’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
Q1 		– Sell
-2,525
Closed -$307K – 117
2023
Q4 		$307K Sell
2,525
-28
-1% -$3.38K 0.14% 77
2023
Q3 		$309K Buy
2,553
+2
+0.1% +$258 0.16% 66
2023
Q2 		$352K Buy
2,551
+3
+0.1% +$418 0.17% 62
2023
Q1 		$342K Buy
2,548
+3
+0.1% +$390 0.18% 66
2022
Q4 		$346K Sell
2,545
-14
-0.5% -$1.78K 0.19% 64
2022
Q3 		$294K Sell
2,559
-165
-6% -$21.5K 0.18% 72
2022
Q2 		$368K Buy
2,724
+187
+7% +$24.6K 0.21% 60
2022
Q1 		$314K Buy
2,537
+2
+0.1% +$264 0.15% 80
2021
Q4 		$362K Hold
2,535
– – 0.18% 70
2021
Q3 		$334K Buy
2,535
+5
+0.2% +$680 0.19% 68
2021
Q2 		$338K Sell
2,530
-230
-8% -$30.7K 0.19% 66
2021
Q1 		$360K Buy
2,760
+11
+0.4% +$1.46K 0.2% 56
2020
Q4 		$371K Buy
2,749
+2
+0.1% +$280 0.21% 55
2020
Q3 		$406K Buy
2,747
+372
+16% +$55.9K 0.26% 50
2020
Q2 		$336K Buy
2,375
+3
+0.1% +$414 0.24% 51
2020
Q1 		$303K Sell
2,372
-22
-0.9% -$3.04K 0.26% 47
2019
Q4 		$329K Buy
+2,394
New +$324K 0.26% 51

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Monterey Private Wealth's KMB Position: Q1 2024 in Review

Monterey Private Wealth sold out of Kimberly-Clark (KMB) in Q1 2024, closing a stake of 2,525 shares — an estimated $307K sold.

Monterey Private Wealth first reported a position in KMB in Q4 2019 and held it in 17 quarters. The position peaked at $406K in Q3 2020. 1,685 funds tracked by Wall St. Rank hold KMB as of Q1 2024.

  • Monterey Private Wealth reported no remaining Kimberly-Clark position as of Q1 2024 after selling out during the quarter.
  • Monterey Private Wealth sold 2,525 Kimberly-Clark shares in Q1 2024, an estimated $307K.
  • Monterey Private Wealth first reported a position in Kimberly-Clark in Q4 2019 and held it in 17 quarters.
  • Monterey Private Wealth's Kimberly-Clark position peaked at $406K in Q3 2020.
  • 1,685 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2024.

Based on Monterey Private Wealth's 13F filing for Q1 2024, filed 9 Apr 2024.