PA
KMB icon

Perennial Advisors’s Kimberly-Clark KMB Stock Holding History

Perennial 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
Q2 		– Sell
-1,455
Closed -$207K – 125
2025
Q1 		$207K Buy
+1,455
New +$196K 0.04% 110
2024
Q2 		$240K Sell
1,735
-25
-1% -$3.34K 0.05% 100
2024
Q1 		$228K Sell
1,760
-40
-2% -$4.91K 0.05% 101
2023
Q4 		$219K Sell
1,800
-100
-5% -$12.1K 0.05% 108
2023
Q3 		$230K Sell
1,900
-25
-1% -$3.23K 0.06% 97
2023
Q2 		$266K Sell
1,925
-16
-0.8% -$2.23K 0.07% 97
2023
Q1 		$260K Hold
1,941
– – 0.07% 84
2022
Q4 		$263K Sell
1,941
-22
-1% -$2.79K 0.08% 77
2022
Q3 		$221K Buy
1,963
+3
+0.2% +$390 0.07% 78
2022
Q2 		$265K Buy
1,960
+304
+18% +$40K 0.08% 76
2022
Q1 		$204K Hold
1,656
– – 0.05% 90
2021
Q4 		$237K Buy
+1,656
New +$223K 0.06% 78
2021
Q3 		– Sell
-156
Closed -$21K – 180
2021
Q2 		$21K Hold
156
– – 0.01% 209
2021
Q1 		$22K Hold
156
– – 0.01% 201
2020
Q4 		$21K Buy
+156
New +$21.8K 0.01% 180
2020
Q3 		– Sell
-456
Closed -$64K – 140
2020
Q2 		$64K Buy
+456
New +$62.9K 0.03% 114
2019
Q1 		– Sell
-456
Closed -$52K – 133
2018
Q4 		$52K Hold
456
– – 0.03% 95
2018
Q3 		$52K Hold
456
– – 0.03% 103
2018
Q2 		$48K Hold
456
– – 0.03% 108
2018
Q1 		$50K Buy
456
+125
+38% +$14.2K 0.03% 104
2017
Q4 		$40K Hold
331
– – 0.02% 114
2017
Q3 		$39K Hold
331
– – 0.03% 106
2017
Q2 		$43K Hold
331
– – 0.03% 103
2017
Q1 		$44K Hold
331
– – 0.03% 97
2016
Q4 		$38K Buy
+331
New +$38.4K 0.03% 99

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

Perennial Advisors's KMB Position: Q2 2025 in Review

Perennial Advisors sold out of Kimberly-Clark (KMB) in Q2 2025, closing a stake of 1,455 shares — an estimated $207K sold.

Perennial Advisors first reported a position in KMB in Q4 2016 and held it in 25 quarters. The position peaked at $266K in Q2 2023. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • Perennial Advisors reported no remaining Kimberly-Clark position as of Q2 2025 after selling out during the quarter.
  • Perennial Advisors sold 1,455 Kimberly-Clark shares in Q2 2025, an estimated $207K.
  • Perennial Advisors first reported a position in Kimberly-Clark in Q4 2016 and held it in 25 quarters.
  • Perennial Advisors's Kimberly-Clark position peaked at $266K in Q2 2023.
  • 1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Perennial Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.