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Personal CFO Solutions’s Kimberly-Clark KMB Stock Holding History

Personal CFO Solutions’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
-1,424
Closed -$203K – 501
2025
Q1 		$203K Sell
1,424
-1,378
-49% -$186K 0.04% 427
2024
Q4 		$367K Sell
2,802
-52
-2% -$7.09K 0.07% 261
2024
Q3 		$406K Sell
2,854
-27
-0.9% -$3.83K 0.06% 314
2024
Q2 		$398K Buy
+2,881
New +$385K 0.06% 304
2022
Q3 		– Sell
-1,502
Closed -$203K – 446
2022
Q2 		$203K Buy
+1,502
New +$198K 0.05% 394
2022
Q1 		– Sell
-1,431
Closed -$204K – 498
2021
Q4 		$204K Sell
1,431
-334
-19% -$45K 0.04% 439
2021
Q3 		$234K Sell
1,765
-123
-7% -$16.7K 0.05% 383
2021
Q2 		$253K Sell
1,888
-393
-17% -$52.4K 0.05% 342
2021
Q1 		$317K Buy
2,281
+9
+0.4% +$1.2K 0.07% 243
2020
Q4 		$306K Sell
2,272
-158
-7% -$22.1K 0.08% 241
2020
Q3 		$0 Buy
2,430
+25
+1% +$3.75K ﹤0.01% 243
2020
Q2 		$340K Buy
2,405
+29
+1% +$4K 0.1% 189
2020
Q1 		$304K Buy
2,376
+803
+51% +$111K 0.11% 170
2019
Q4 		$216K Sell
1,573
-4,386
-74% -$593K 0.06% 302
2019
Q3 		$851K Buy
+5,959
New +$819K 0.34% 73

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

Personal CFO Solutions's KMB Position: Q2 2025 in Review

Personal CFO Solutions sold out of Kimberly-Clark (KMB) in Q2 2025, closing a stake of 1,424 shares — an estimated $203K sold.

Personal CFO Solutions first reported a position in KMB in Q3 2019 and held it in 15 quarters. The position peaked at $851K in Q3 2019. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • Personal CFO Solutions reported no remaining Kimberly-Clark position as of Q2 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 1,424 Kimberly-Clark shares in Q2 2025, an estimated $203K.
  • Personal CFO Solutions first reported a position in Kimberly-Clark in Q3 2019 and held it in 15 quarters.
  • Personal CFO Solutions's Kimberly-Clark position peaked at $851K in Q3 2019.
  • 1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Personal CFO Solutions's 13F filing for Q2 2025, filed 12 Aug 2025.