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Shepherd Financial Partners’s Kimberly-Clark KMB Stock Holding History

Shepherd Financial Partners’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
-2,130
Closed -$265K – 250
2025
Q3 		$265K Sell
2,130
-208
-9% -$26.9K 0.03% 213
2025
Q2 		$301K Buy
2,338
+1
+0% +$136 0.03% 197
2025
Q1 		$332K Buy
2,337
+1
+0% +$135 0.04% 175
2024
Q4 		$306K Buy
2,336
+1
+0% +$136 0.04% 176
2024
Q3 		$332K Buy
2,335
+1
+0% +$142 0.04% 170
2024
Q2 		$322K Buy
2,334
+2
+0.1% +$267 0.04% 175
2024
Q1 		$302K Buy
2,332
+1
+0% +$123 0.04% 182
2023
Q4 		$283K Buy
2,331
+37
+2% +$4.47K 0.04% 182
2023
Q3 		$277K Buy
2,294
+191
+9% +$24.7K 0.04% 167
2023
Q2 		$290K Buy
2,103
+108
+5% +$15K 0.05% 161
2023
Q1 		$268K Buy
1,995
+4
+0.2% +$520 0.04% 158
2022
Q4 		$270K Buy
1,991
+135
+7% +$17.2K 0.05% 152
2022
Q3 		$209K Buy
1,856
+110
+6% +$14.3K 0.04% 160
2022
Q2 		$236K Buy
+1,746
New +$230K 0.05% 153

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

Shepherd Financial Partners's KMB Position: Q4 2025 in Review

Shepherd Financial Partners sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 2,130 shares — an estimated $265K sold.

Shepherd Financial Partners first reported a position in KMB in Q2 2022 and held it in 14 quarters. The position peaked at $332K in Q1 2025. 1,680 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • Shepherd Financial Partners reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • Shepherd Financial Partners sold 2,130 Kimberly-Clark shares in Q4 2025, an estimated $265K.
  • Shepherd Financial Partners first reported a position in Kimberly-Clark in Q2 2022 and held it in 14 quarters.
  • Shepherd Financial Partners's Kimberly-Clark position peaked at $332K in Q1 2025.
  • 1,680 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on Shepherd Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.