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Mowery & Schoenfeld Wealth Management’s Kimberly-Clark KMB Stock Holding History

Mowery & Schoenfeld 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
-403
Closed -$57.3K – 438
2025
Q1 		$57.3K Buy
403
+350
+660% +$47.2K 0.11% 122
2024
Q4 		$6.95K Buy
+53
New +$7.23K 0.01% 267

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

Mowery & Schoenfeld Wealth Management's KMB Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Kimberly-Clark (KMB) in Q2 2025, closing a stake of 403 shares — an estimated $57.3K sold.

Mowery & Schoenfeld Wealth Management first reported a position in KMB in Q4 2024 and held it in 2 quarters. The position peaked at $57.3K in Q1 2025. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Kimberly-Clark position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 403 Kimberly-Clark shares in Q2 2025, an estimated $57.3K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Kimberly-Clark in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Kimberly-Clark position peaked at $57.3K in Q1 2025.
  • 1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.