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Morningstar Investment Services’s Kimberly-Clark KMB Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-1,942
Closed -$277K – 276
2024
Q3 		$277K Buy
1,942
+133
+7% +$18.9K ﹤0.01% 354
2024
Q2 		$252K Buy
+1,809
New +$242K ﹤0.01% 340
2024
Q1 		– Sell
-1,900
Closed -$230K – 387
2023
Q4 		$230K Buy
+1,900
New +$230K ﹤0.01% 384

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
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

Morningstar Investment Services's KMB Position: Q4 2024 in Review

Morningstar Investment Services sold out of Kimberly-Clark (KMB) in Q4 2024, closing a stake of 1,942 shares — an estimated $277K sold.

Morningstar Investment Services first reported a position in KMB in Q4 2023 and held it in 3 quarters. The position peaked at $277K in Q3 2024. 1,786 funds tracked by Wall St. Rank hold KMB as of Q4 2024.

  • Morningstar Investment Services reported no remaining Kimberly-Clark position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,942 Kimberly-Clark shares in Q4 2024, an estimated $277K.
  • Morningstar Investment Services first reported a position in Kimberly-Clark in Q4 2023 and held it in 3 quarters.
  • Morningstar Investment Services's Kimberly-Clark position peaked at $277K in Q3 2024.
  • 1,786 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.