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Pacific Capital Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Pacific Capital Wealth Advisors’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
-976
Closed -$128K – 236
2024
Q4 		$128K Hold
976
– – 0.02% 103
2024
Q3 		$139K Hold
976
– – 0.02% 97
2024
Q2 		$135K Sell
976
-11
-1% -$1.47K 0.02% 92
2024
Q1 		$128K Buy
987
+11
+1% +$1.35K 0.03% 87
2023
Q4 		$119K Buy
+976
New +$118K 0.03% 87
2020
Q4 		– Sell
-976
Closed -$144K – 129
2020
Q3 		$144K Buy
+976
New +$147K 0.09% 71

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

Pacific Capital Wealth Advisors's KMB Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Kimberly-Clark (KMB) in Q1 2025, closing a stake of 976 shares — an estimated $128K sold.

Pacific Capital Wealth Advisors first reported a position in KMB in Q3 2020 and held it in 6 quarters. The position peaked at $144K in Q3 2020. 1,813 funds tracked by Wall St. Rank hold KMB as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Kimberly-Clark position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 976 Kimberly-Clark shares in Q1 2025, an estimated $128K.
  • Pacific Capital Wealth Advisors first reported a position in Kimberly-Clark in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Kimberly-Clark position peaked at $144K in Q3 2020.
  • 1,813 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.