SIA
KMB icon

Schechter Investment Advisors’s Kimberly-Clark KMB Stock Holding History

Schechter Investment 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
Q1 		$229K Sell
1,608
-214
-12% -$28.8K 0.02% 529
2024
Q4 		$239K Sell
1,822
-267
-13% -$36.4K 0.02% 535
2024
Q3 		$297K Buy
2,089
+36
+2% +$5.1K 0.02% 499
2024
Q2 		$284K Buy
2,053
+332
+19% +$44.3K 0.02% 486
2024
Q1 		$223K Buy
+1,721
New +$211K 0.02% 562

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Schechter Investment Advisors's KMB Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Kimberly-Clark (KMB) stake by 12% in Q1 2025, selling an estimated $28.8K and leaving 1,608 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #529.

Schechter Investment Advisors first reported a position in KMB in Q1 2024 and has held it in 5 quarters since. The position peaked at $297K in Q3 2024. 1,813 funds tracked by Wall St. Rank hold KMB as of Q1 2025.

  • Schechter Investment Advisors held 1,608 shares of Kimberly-Clark worth $229K as of Q1 2025.
  • Schechter Investment Advisors sold 214 Kimberly-Clark shares in Q1 2025, an estimated $28.8K.
  • Kimberly-Clark made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #529 holding.
  • Schechter Investment Advisors first reported a position in Kimberly-Clark in Q1 2024 and has held it in 5 quarters since.
  • Schechter Investment Advisors's Kimberly-Clark position peaked at $297K in Q3 2024.
  • 1,813 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.