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Stokes Family Office’s Kimberly-Clark KMB Stock Holding History

Stokes Family Office’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
2023
Q4 		– Sell
-2,444
Closed -$295K – 281
2023
Q3 		$295K Buy
2,444
+388
+19% +$50.1K 0.03% 247
2023
Q2 		$284K Buy
2,056
+99
+5% +$13.8K 0.03% 245
2023
Q1 		$263K Buy
1,957
+116
+6% +$15.1K 0.03% 245
2022
Q4 		$250K Buy
+1,841
New +$234K 0.03% 235
2021
Q2 		– Sell
-1,967
Closed -$274K – 223
2021
Q1 		$274K Buy
+1,967
New +$261K 0.04% 170

Other funds holding KMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Stokes Family Office's KMB Position: Q4 2023 in Review

Stokes Family Office sold out of Kimberly-Clark (KMB) in Q4 2023, closing a stake of 2,444 shares — an estimated $295K sold.

Stokes Family Office first reported a position in KMB in Q1 2021 and held it in 5 quarters. The position peaked at $295K in Q3 2023. 1,672 funds tracked by Wall St. Rank hold KMB as of Q4 2023.

  • Stokes Family Office reported no remaining Kimberly-Clark position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 2,444 Kimberly-Clark shares in Q4 2023, an estimated $295K.
  • Stokes Family Office first reported a position in Kimberly-Clark in Q1 2021 and held it in 5 quarters.
  • Stokes Family Office's Kimberly-Clark position peaked at $295K in Q3 2023.
  • 1,672 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.