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Sutton Wealth Advisors’s Kimberly-Clark KMB Stock Holding History

Sutton Wealth 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
2023
Q3 		$324K Buy
2,680
+55
+2% +$7.11K 0.16% 82
2023
Q2 		$362K Sell
2,625
-13
-0.5% -$1.81K 0.18% 75
2023
Q1 		$354K Sell
2,638
-349
-12% -$45.3K 0.19% 75
2022
Q4 		$405K Buy
2,987
+214
+8% +$27.2K 0.15% 104
2022
Q3 		$312K Buy
2,773
+958
+53% +$125K 0.13% 125
2022
Q2 		$245K Buy
1,815
+449
+33% +$59.1K 0.1% 143
2022
Q1 		$168K Buy
1,366
+461
+51% +$60.8K 0.06% 193
2021
Q4 		$129K Sell
905
-5
-0.5% -$673 0.04% 226
2021
Q3 		$121K Buy
910
+8
+0.9% +$1.09K 0.04% 231
2021
Q2 		$121K Hold
902
– – 0.04% 227
2021
Q1 		$125K Buy
902
+37
+4% +$4.91K 0.05% 218
2020
Q4 		$117K Buy
865
+16
+2% +$2.24K 0.05% 209
2020
Q3 		$125K Hold
849
– – 0.06% 190
2020
Q2 		$120K Buy
849
+4
+0.5% +$552 0.06% 195
2020
Q1 		$108K Sell
845
-201
-19% -$27.8K 0.07% 184
2019
Q4 		$144K Hold
1,046
– – 0.07% 181
2019
Q3 		$149K Buy
1,046
+191
+22% +$26.2K 0.08% 172
2019
Q2 		$114K Buy
855
+8
+0.9% +$1.03K 0.07% 193
2019
Q1 		$105K Buy
847
+9
+1% +$1.05K 0.06% 202
2018
Q4 		$95.5K Buy
838
+190
+29% +$21.1K 0.06% 197
2018
Q3 		$73.6K Sell
648
-75
-10% -$8.41K 0.05% 228
2018
Q2 		$76.2K Sell
723
-106
-13% -$11K 0.05% 222
2018
Q1 		$91.3K Buy
829
+199
+32% +$22.7K 0.07% 207
2017
Q4 		$76K Sell
630
-111
-15% -$12.9K 0.06% 213
2017
Q3 		$87.2K Sell
741
-60
-7% -$7.33K 0.07% 202
2017
Q2 		$103K Hold
801
– – 0.08% 190
2017
Q1 		$105K Hold
801
– – 0.09% 183
2016
Q4 		$91.4K Sell
801
-140
-15% -$16.3K 0.08% 191
2016
Q3 		$119K Buy
941
+39
+4% +$5.04K 0.11% 164
2016
Q2 		$124K Buy
902
+101
+13% +$13.2K 0.12% 150
2016
Q1 		$108K Buy
+801
New +$104K 0.1% 171

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sutton Wealth Advisors's KMB Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Kimberly-Clark (KMB) stake by 2.1% in Q3 2023, buying an estimated $7.11K and bringing the position to 2,680 shares worth $324K. The position accounts for 0.16% of the portfolio, ranked #82.

Sutton Wealth Advisors first reported a position in KMB in Q1 2016 and has held it in 31 quarters since. The position peaked at $405K in Q4 2022. 1,590 funds tracked by Wall St. Rank hold KMB as of Q3 2023.

  • Sutton Wealth Advisors held 2,680 shares of Kimberly-Clark worth $324K as of Q3 2023.
  • Sutton Wealth Advisors bought 55 Kimberly-Clark shares in Q3 2023, an estimated $7.11K.
  • Kimberly-Clark made up 0.16% of Sutton Wealth Advisors's portfolio in Q3 2023, its #82 holding.
  • Sutton Wealth Advisors first reported a position in Kimberly-Clark in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Kimberly-Clark position peaked at $405K in Q4 2022.
  • 1,590 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.