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Planning Capital Management Corporation’s Kimberly-Clark KMB Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$3.74M Sell
26,317
-2,665
-9% -$378K 2.48% 14
2024
Q2 		$4.01M Sell
28,982
-1,486
-5% -$198K 2.83% 11
2024
Q1 		$3.94M Buy
30,468
+1,464
+5% +$180K 2.88% 10
2023
Q4 		$3.52M Buy
+29,004
New +$3.51M 2.75% 12

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Planning Capital Management Corporation's KMB Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Kimberly-Clark (KMB) stake by 9.2% in Q3 2024, selling an estimated $378K and leaving 26,317 shares worth $3.74M. The position accounts for 2.48% of the portfolio, ranked #14.

Planning Capital Management Corporation first reported a position in KMB in Q4 2023 and has held it in 4 quarters since. The position peaked at $4.01M in Q2 2024. 1,732 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

  • Planning Capital Management Corporation held 26,317 shares of Kimberly-Clark worth $3.74M as of Q3 2024.
  • Planning Capital Management Corporation sold 2,665 Kimberly-Clark shares in Q3 2024, an estimated $378K.
  • Kimberly-Clark made up 2.48% of Planning Capital Management Corporation's portfolio in Q3 2024, its #14 holding.
  • Planning Capital Management Corporation first reported a position in Kimberly-Clark in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Kimberly-Clark position peaked at $4.01M in Q2 2024.
  • 1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.