SF
KMB icon

Symphony Financial’s Kimberly-Clark KMB Stock Holding History

Symphony Financial’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
Q4 		– Sell
-2,886
Closed -$356K – 302
2025
Q3 		$356K Sell
2,886
-448
-13% -$57.9K 0.04% 200
2025
Q2 		$390K Buy
+3,334
New +$452K 0.05% 180
2025
Q1 		– Sell
-2,619
Closed -$331K – 158
2024
Q4 		$331K Buy
2,619
+1
+0% +$136 0.05% 166
2024
Q3 		$373K Sell
2,618
-262
-9% -$37.1K 0.06% 162
2024
Q2 		$401K Sell
2,880
-167
-5% -$22.3K 0.07% 146
2024
Q1 		$394K Sell
3,047
-50
-2% -$6.14K 0.09% 131
2023
Q4 		$381K Buy
3,097
+585
+23% +$70.7K 0.08% 149
2023
Q3 		$299K Sell
2,512
-724
-22% -$93.5K 0.07% 130
2023
Q2 		$444K Sell
3,236
-40
-1% -$5.57K 0.11% 124
2023
Q1 		$436K Buy
3,276
+113
+4% +$14.7K 0.11% 150
2022
Q4 		$433K Sell
3,163
-1,211
-28% -$154K 0.11% 149
2022
Q3 		$503K Sell
4,374
-30
-0.7% -$3.9K 0.16% 133
2022
Q2 		$591K Sell
4,404
-387
-8% -$51K 0.17% 118
2022
Q1 		$607K Buy
4,791
+1,211
+34% +$160K 0.14% 118
2021
Q4 		$510K Buy
3,580
+397
+12% +$53.4K 0.14% 113
2021
Q3 		$432K Buy
3,183
+127
+4% +$17.3K 0.15% 108
2021
Q2 		$409K Sell
3,056
-4,143
-58% -$553K 0.14% 114
2021
Q1 		$994K Sell
7,199
-1,422
-16% -$189K 0.26% 64
2020
Q4 		$1.15M Sell
8,621
-1,855
-18% -$260K 0.41% 46
2020
Q3 		$1.55M Buy
+10,476
New +$1.57M 0.63% 35

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Symphony Financial's KMB Position: Q4 2025 in Review

Symphony Financial sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 2,886 shares — an estimated $356K sold.

Symphony Financial first reported a position in KMB in Q3 2020 and held it in 20 quarters. The position peaked at $1.55M in Q3 2020. 1,677 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • Symphony Financial reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • Symphony Financial sold 2,886 Kimberly-Clark shares in Q4 2025, an estimated $356K.
  • Symphony Financial first reported a position in Kimberly-Clark in Q3 2020 and held it in 20 quarters.
  • Symphony Financial's Kimberly-Clark position peaked at $1.55M in Q3 2020.
  • 1,677 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on Symphony Financial's 13F filing for Q4 2025, filed 11 Feb 2026.