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RFG - Bristol Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

RFG - Bristol Wealth 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
Q4 		– Sell
-1,780
Closed -$221K – 181
2025
Q3 		$221K Buy
1,780
+3
+0.2% +$388 0.06% 165
2025
Q2 		$229K Buy
1,777
+3
+0.2% +$407 0.07% 161
2025
Q1 		$252K Buy
1,774
+18
+1% +$2.42K 0.08% 151
2024
Q4 		$230K Buy
+1,756
New +$239K 0.08% 139

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

RFG - Bristol Wealth Advisors's KMB Position: Q4 2025 in Review

RFG - Bristol Wealth Advisors sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 1,780 shares — an estimated $221K sold.

RFG - Bristol Wealth Advisors first reported a position in KMB in Q4 2024 and held it in 4 quarters. The position peaked at $252K in Q1 2025. 1,680 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • RFG - Bristol Wealth Advisors reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • RFG - Bristol Wealth Advisors sold 1,780 Kimberly-Clark shares in Q4 2025, an estimated $221K.
  • RFG - Bristol Wealth Advisors first reported a position in Kimberly-Clark in Q4 2024 and held it in 4 quarters.
  • RFG - Bristol Wealth Advisors's Kimberly-Clark position peaked at $252K in Q1 2025.
  • 1,680 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.