RG
KMB icon

Rikoon Group’s Kimberly-Clark KMB Stock Holding History

Rikoon Group’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
2021
Q1 		$1.16M Hold
8,280
– – 0.31% 76
2020
Q4 		$1.13M Buy
8,280
+51
+0.6% +$7.14K 0.31% 71
2020
Q3 		$1.22M Hold
8,229
– – 0.38% 62
2020
Q2 		$1.17M Hold
8,229
– – 0.39% 60
2020
Q1 		$1.06M Hold
8,229
– – 0.44% 58
2019
Q4 		$1.14M Sell
8,229
-950
-10% -$128K 0.39% 69
2019
Q3 		$1.31M Hold
9,179
– – 0.49% 51
2019
Q2 		$1.23M Hold
9,179
– – 0.46% 55
2019
Q1 		$1.15M Buy
9,179
+76
+0.8% +$8.83K 0.43% 62
2018
Q4 		$1.04M Sell
9,103
-123
-1% -$13.7K 0.43% 61
2018
Q3 		$1.05M Sell
9,226
-213
-2% -$23.9K 0.37% 73
2018
Q2 		$1M Sell
9,439
-42
-0.4% -$4.36K 0.38% 70
2018
Q1 		$1.02M Sell
9,481
-523
-5% -$59.5K 0.41% 65
2017
Q4 		$1.22M Buy
10,004
+415
+4% +$48.4K 0.5% 56
2017
Q3 		$1.14M Hold
9,589
– – 0.49% 56
2017
Q2 		$1.25M Sell
9,589
-50
-0.5% -$6.5K 0.55% 51
2017
Q1 		$1.25M Sell
9,639
-45
-0.5% -$5.67K 0.55% 49
2016
Q4 		$1.2M Buy
9,684
+1,600
+20% +$186K 0.53% 52
2016
Q3 		$1.02M Buy
+8,084
New +$1.05M 0.81% 42

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rikoon Group's KMB Position: Q1 2021 in Review

Rikoon Group held its Kimberly-Clark (KMB) position steady in Q1 2021 at 8,280 shares worth $1.16M. The position accounts for 0.31% of the portfolio, ranked #76.

Rikoon Group first reported a position in KMB in Q3 2016 and has held it in 19 quarters since. The position peaked at $1.31M in Q3 2019. 1,618 funds tracked by Wall St. Rank hold KMB as of Q1 2021.

  • Rikoon Group held 8,280 shares of Kimberly-Clark worth $1.16M as of Q1 2021.
  • Rikoon Group left its Kimberly-Clark share count unchanged in Q1 2021.
  • Kimberly-Clark made up 0.31% of Rikoon Group's portfolio in Q1 2021, its #76 holding.
  • Rikoon Group first reported a position in Kimberly-Clark in Q3 2016 and has held it in 19 quarters since.
  • Rikoon Group's Kimberly-Clark position peaked at $1.31M in Q3 2019.
  • 1,618 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.