Simon Quick Advisors’s Kimberly-Clark KMB Stock Holding History

Simon Quick 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 Q2	–	Sell	-5,206	Closed	-$740K	–	499
2025 Q1	$740K	Buy	5,206 +893	+21%	+$120K	0.04%	215
2024 Q4	$565K	Buy	4,313 +2,791	+183%	+$381K	0.03%	228
2024 Q3	$217K	Buy	+1,522	New	+$216K	0.01%	387
2021 Q4	–	Sell	-9	Closed	-$1K	–	398
2021 Q3	$1K	Sell	9 -1	-10%	-$136	﹤0.01%	407
2021 Q2	$1K	Sell	10 -415	-98%	-$55.4K	﹤0.01%	430
2021 Q1	$59K	Buy	425 +247	+139%	+$32.8K	0.02%	223
2020 Q4	$24K	Hold	178	–	–	0.01%	318
2020 Q3	$26K	Buy	178 +155	+674%	+$23.3K	0.01%	282
2020 Q2	$3K	Hold	23	–	–	﹤0.01%	392
2020 Q1	$3K	Buy	+23	New	+$3.18K	﹤0.01%	390
2019 Q3	–	Sell	-26	Closed	-$3.46K	–	453
2019 Q2	$3.46K	Buy	+26	New	+$3.35K	﹤0.01%	307
2018 Q1	–	Sell	-21	Closed	-$2K	–	372
2017 Q4	$2K	Buy	+21	New	+$2.45K	﹤0.01%	413

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Simon Quick Advisors's KMB Position: Q2 2025 in Review

Simon Quick Advisors sold out of Kimberly-Clark (KMB) in Q2 2025, closing a stake of 5,206 shares — an estimated $740K sold.

Simon Quick Advisors first reported a position in KMB in Q4 2017 and held it in 12 quarters. The position peaked at $740K in Q1 2025. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

Simon Quick Advisors reported no remaining Kimberly-Clark position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 5,206 Kimberly-Clark shares in Q2 2025, an estimated $740K.
Simon Quick Advisors first reported a position in Kimberly-Clark in Q4 2017 and held it in 12 quarters.
Simon Quick Advisors's Kimberly-Clark position peaked at $740K in Q1 2025.
1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.