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Parsec Financial Management’s Kimberly-Clark KMB Stock Holding History

Parsec Financial 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
2023
Q1 		$430K Buy
3,205
+1,475
+85% +$192K 0.02% 220
2022
Q4 		$235K Buy
+1,730
New +$220K 0.01% 272
2022
Q3 		– Sell
-1,738
Closed -$235K – 281
2022
Q2 		$235K Buy
+1,738
New +$229K 0.01% 258
2022
Q1 		– Sell
-1,577
Closed -$225K – 308
2021
Q4 		$225K Hold
1,577
– – 0.01% 277
2021
Q3 		$209K Sell
1,577
-287
-15% -$39K 0.01% 271
2021
Q2 		$249K Buy
1,864
+87
+5% +$11.6K 0.01% 246
2021
Q1 		$247K Sell
1,777
-35
-2% -$4.64K 0.01% 237
2020
Q4 		$244K Sell
1,812
-37
-2% -$5.18K 0.01% 228
2020
Q3 		$273K Buy
1,849
+180
+11% +$27K 0.02% 209
2020
Q2 		$236K Sell
1,669
-200
-11% -$27.6K 0.02% 216
2020
Q1 		$239K Buy
1,869
+400
+27% +$55.3K 0.02% 203
2019
Q4 		$202K Sell
1,469
-20
-1% -$2.71K 0.01% 249
2019
Q3 		$212K Buy
+1,489
New +$205K 0.01% 227
2016
Q1 		– Sell
-1,840
Closed -$234K – 178
2015
Q4 		$234K Hold
1,840
– – 0.02% 164
2015
Q3 		$201K Buy
+1,840
New +$203K 0.02% 165
2015
Q2 		– Sell
-2,095
Closed -$224K – 175
2015
Q1 		$224K Hold
2,095
– – 0.02% 161
2014
Q4 		$242K Sell
2,095
-90
-4% -$9.99K 0.03% 149
2014
Q3 		$225K Sell
2,185
-255
-10% -$26.6K 0.02% 151
2014
Q2 		$260K Sell
2,440
-151
-6% -$16K 0.03% 143
2014
Q1 		$274K Sell
2,591
-172
-6% -$17.8K 0.03% 136
2013
Q4 		$277K Sell
2,763
-125
-4% -$12.5K 0.03% 125
2013
Q3 		$261K Sell
2,888
-113
-4% -$10.5K 0.03% 118
2013
Q2 		$279K Buy
+3,001
New +$290K 0.04% 115

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parsec Financial Management's KMB Position: Q1 2023 in Review

Parsec Financial Management increased its Kimberly-Clark (KMB) stake by 85% in Q1 2023, buying an estimated $192K and bringing the position to 3,205 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #220.

Parsec Financial Management first reported a position in KMB in Q2 2013 and has held it in 23 quarters since. 1,639 funds tracked by Wall St. Rank hold KMB as of Q1 2023.

  • Parsec Financial Management held 3,205 shares of Kimberly-Clark worth $430K as of Q1 2023.
  • Parsec Financial Management bought 1,475 Kimberly-Clark shares in Q1 2023, an estimated $192K.
  • Kimberly-Clark made up 0.02% of Parsec Financial Management's portfolio in Q1 2023, its #220 holding.
  • Parsec Financial Management first reported a position in Kimberly-Clark in Q2 2013 and has held it in 23 quarters since.
  • 1,639 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.