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PFS Investments’s Kimberly-Clark KMB Stock Holding History

PFS Investments’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
Q2 		$4.01M Sell
29,080
-95
-0.3% -$13.2K 0.07% 249
2023
Q1 		$3.98M Buy
29,175
+605
+2% +$78.6K 0.07% 234
2022
Q4 		$3.88M Sell
28,570
-684
-2% -$86.9K 0.07% 221
2022
Q3 		$3.29M Buy
29,254
+752
+3% +$97.8K 0.06% 219
2022
Q2 		$3.85M Buy
28,502
+2,197
+8% +$289K 0.08% 214
2022
Q1 		$3.24M Buy
26,305
+1,899
+8% +$251K 0.06% 236
2021
Q4 		$3.49M Sell
24,406
-6,543
-21% -$881K 0.07% 230
2021
Q3 		$4.1M Buy
30,949
+1,994
+7% +$271K 0.08% 200
2021
Q2 		$3.91M Buy
28,955
+3,312
+13% +$442K 0.09% 190
2021
Q1 		$3.57M Buy
25,643
+4,895
+24% +$650K 0.09% 185
2020
Q4 		$2.73M Buy
20,748
+4,435
+27% +$621K 0.08% 194
2020
Q3 		$2.41M Buy
16,313
+3,898
+31% +$585K 0.08% 176
2020
Q2 		$1.75M Buy
12,415
+4,075
+49% +$563K 0.06% 171
2020
Q1 		$1.07M Buy
8,340
+5,073
+155% +$702K 0.05% 184
2019
Q4 		$449K Buy
+3,267
New +$442K 0.02% 206

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

PFS Investments's KMB Position: Q2 2023 in Review

PFS Investments reduced its Kimberly-Clark (KMB) stake by 0.33% in Q2 2023, selling an estimated $13.2K and leaving 29,080 shares worth $4.01M. The position accounts for 0.07% of the portfolio, ranked #249.

PFS Investments first reported a position in KMB in Q4 2019 and has held it in 15 quarters since. The position peaked at $4.1M in Q3 2021. 1,676 funds tracked by Wall St. Rank hold KMB as of Q2 2023.

  • PFS Investments held 29,080 shares of Kimberly-Clark worth $4.01M as of Q2 2023.
  • PFS Investments sold 95 Kimberly-Clark shares in Q2 2023, an estimated $13.2K.
  • Kimberly-Clark made up 0.07% of PFS Investments's portfolio in Q2 2023, its #249 holding.
  • PFS Investments first reported a position in Kimberly-Clark in Q4 2019 and has held it in 15 quarters since.
  • PFS Investments's Kimberly-Clark position peaked at $4.1M in Q3 2021.
  • 1,676 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.