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NWF Advisory Services’s Kimberly-Clark KMB Stock Holding History

NWF Advisory 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
2023
Q3 		– Sell
-1,596
Closed -$220K – 299
2023
Q2 		$220K Hold
1,596
– – 0.05% 226
2023
Q1 		$220K Buy
+1,596
New +$207K 0.05% 225

Other funds holding KMB

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

NWF Advisory Services's KMB Position: Q3 2023 in Review

NWF Advisory Services sold out of Kimberly-Clark (KMB) in Q3 2023, closing a stake of 1,596 shares — an estimated $220K sold.

NWF Advisory Services first reported a position in KMB in Q1 2023 and held it in 2 quarters. The position peaked at $220K in Q2 2023. 1,589 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • NWF Advisory Services reported no remaining Kimberly-Clark position as of Q3 2023 after selling out during the quarter.
  • NWF Advisory Services sold 1,596 Kimberly-Clark shares in Q3 2023, an estimated $220K.
  • NWF Advisory Services first reported a position in Kimberly-Clark in Q1 2023 and held it in 2 quarters.
  • NWF Advisory Services's Kimberly-Clark position peaked at $220K in Q2 2023.
  • 1,589 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on NWF Advisory Services's 13F filing for Q3 2023, filed 8 Dec 2025.