Stonegate Investment Group’s Kimberly-Clark KMB Stock Holding History

Stonegate Investment 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
2025 Q3	$1.23M	Buy	9,922 +150	+2%	+$19.4K	0.03%	165
2025 Q2	$1.26M	Buy	9,772 +7,110	+267%	+$964K	0.03%	162
2025 Q1	$379K	Sell	2,662 -1,156	-30%	-$156K	0.01%	251
2024 Q4	$500K	Hold	3,818	–	–	0.01%	214
2024 Q3	$543K	Buy	3,818 +1,204	+46%	+$171K	0.01%	220
2024 Q2	$361K	Buy	2,614 +115	+5%	+$15.4K	0.01%	258
2024 Q1	$323K	Hold	2,499	–	–	0.01%	256
2023 Q4	$304K	Hold	2,499	–	–	0.01%	247
2023 Q3	$302K	Hold	2,499	–	–	0.01%	240
2023 Q2	$345K	Sell	2,499 -67	-3%	-$9.33K	0.01%	236
2023 Q1	$344K	Sell	2,566 -40	-2%	-$5.2K	0.01%	236
2022 Q4	$354K	Hold	2,606	–	–	0.02%	232
2022 Q3	$293K	Buy	2,606 +55	+2%	+$7.15K	0.01%	227
2022 Q2	$345K	Buy	+2,551	New	+$336K	0.02%	218

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Stonegate Investment Group's KMB Position: Q3 2025 in Review

Stonegate Investment Group increased its Kimberly-Clark (KMB) stake by 1.5% in Q3 2025, buying an estimated $19.4K and bringing the position to 9,922 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #165.

Stonegate Investment Group first reported a position in KMB in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.26M in Q2 2025. 1,719 funds tracked by Wall St. Rank hold KMB as of Q3 2025.

Stonegate Investment Group held 9,922 shares of Kimberly-Clark worth $1.23M as of Q3 2025.
Stonegate Investment Group bought 150 Kimberly-Clark shares in Q3 2025, an estimated $19.4K.
Kimberly-Clark made up 0.03% of Stonegate Investment Group's portfolio in Q3 2025, its #165 holding.
Stonegate Investment Group first reported a position in Kimberly-Clark in Q2 2022 and has held it in 14 quarters since.
Stonegate Investment Group's Kimberly-Clark position peaked at $1.26M in Q2 2025.
1,719 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.