SWM
KMB icon

Sugarloaf Wealth Management’s Kimberly-Clark KMB Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		$194K Hold
1,483
– – 0.04% 167
2024
Q3 		$211K Buy
1,483
+3
+0.2% +$425 0.04% 161
2024
Q2 		$205K Buy
1,480
+4
+0.3% +$534 0.04% 144
2024
Q1 		$191K Buy
1,476
+3
+0.2% +$368 0.04% 152
2023
Q4 		$179K Sell
1,473
-43
-3% -$5.2K 0.04% 150
2023
Q3 		$183K Buy
1,516
+3
+0.2% +$388 0.05% 137
2023
Q2 		$209K Buy
1,513
+4
+0.3% +$557 0.05% 129
2023
Q1 		$203K Buy
1,509
+3
+0.2% +$390 0.05% 131
2022
Q4 		$204K Buy
1,506
+3
+0.2% +$381 0.05% 124
2022
Q3 		$170K Buy
1,503
+3
+0.2% +$390 0.04% 139
2022
Q2 		$203K Buy
1,500
+4
+0.3% +$527 0.05% 119
2022
Q1 		$184K Buy
1,496
+3
+0.2% +$396 0.04% 129
2021
Q4 		$213K Buy
1,493
+3
+0.2% +$404 0.05% 120
2021
Q3 		$197K Buy
1,490
+3
+0.2% +$408 0.05% 123
2021
Q2 		$199K Buy
1,487
+3
+0.2% +$400 0.05% 126
2021
Q1 		$206 Buy
1,484
+3
+0.2% +$398 0.06% 122
2020
Q4 		$200K Buy
1,481
+2
+0.1% +$280 0.07% 114
2020
Q3 		$218K Buy
1,479
+3
+0.2% +$450 0.08% 106
2020
Q2 		$209K Buy
1,476
+3
+0.2% +$414 0.08% 106
2020
Q1 		$188K Sell
1,473
-10
-0.7% -$1.38K 0.08% 105
2019
Q4 		$204K Buy
+1,483
New +$201K 0.09% 117

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
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

Sugarloaf Wealth Management's KMB Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Kimberly-Clark (KMB) position steady in Q4 2024 at 1,483 shares worth $194K. The position accounts for 0.04% of the portfolio, ranked #167.

Sugarloaf Wealth Management first reported a position in KMB in Q4 2019 and has held it in 21 quarters since. The position peaked at $218K in Q3 2020. 1,785 funds tracked by Wall St. Rank hold KMB as of Q4 2024.

  • Sugarloaf Wealth Management held 1,483 shares of Kimberly-Clark worth $194K as of Q4 2024.
  • Sugarloaf Wealth Management left its Kimberly-Clark share count unchanged in Q4 2024.
  • Kimberly-Clark made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #167 holding.
  • Sugarloaf Wealth Management first reported a position in Kimberly-Clark in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Kimberly-Clark position peaked at $218K in Q3 2020.
  • 1,785 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.