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Taylor Hoffman Wealth Management’s Kimberly-Clark KMB Stock Holding History

Taylor Hoffman 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
Q2 		$232K Hold
1,682
– – 0.09% 102
2024
Q1 		$218K Sell
1,682
-245
-13% -$30.1K 0.09% 103
2023
Q4 		$234K Buy
1,927
+151
+9% +$18.3K 0.11% 102
2023
Q3 		$215K Buy
1,776
+30
+2% +$3.88K 0.11% 108
2023
Q2 		$241K Buy
1,746
+75
+4% +$10.4K 0.12% 103
2023
Q1 		$224K Buy
+1,671
New +$217K 0.12% 103
2022
Q4 		– Sell
-2,796
Closed -$315K – 117
2022
Q3 		$315K Buy
2,796
+74
+3% +$9.62K 0.17% 105
2022
Q2 		$372K Buy
2,722
+10
+0.4% +$1.32K 0.18% 98
2022
Q1 		$334K Hold
2,712
– – 0.13% 108
2021
Q4 		$388K Hold
2,712
– – 0.15% 105
2021
Q3 		$358K Hold
2,712
– – 0.15% 103
2021
Q2 		$363K Sell
2,712
-30
-1% -$4K 0.16% 103
2021
Q1 		$381K Sell
2,742
-300
-10% -$39.8K 0.17% 102
2020
Q4 		$410K Buy
3,042
+133
+5% +$18.6K 0.21% 95
2020
Q3 		$430K Sell
2,909
-14
-0.5% -$2.1K 0.25% 87
2020
Q2 		$413K Buy
2,923
+300
+11% +$41.4K 0.26% 90
2020
Q1 		$335K Sell
2,623
-300
-10% -$41.5K 0.32% 83
2019
Q4 		$402K Buy
2,923
+140
+5% +$18.9K 0.26% 86
2019
Q3 		$395K Buy
2,783
+434
+18% +$59.6K 0.28% 81
2019
Q2 		$313K Sell
2,349
-300
-11% -$38.7K 0.25% 90
2019
Q1 		$328K Hold
2,649
– – 0.24% 95
2018
Q4 		$302K Sell
2,649
-600
-18% -$66.6K 0.27% 80
2018
Q3 		$369K Hold
3,249
– – 0.29% 79
2018
Q2 		$342K Sell
3,249
-43
-1% -$4.47K 0.3% 79
2018
Q1 		$363K Hold
3,292
– – 0.33% 75
2017
Q4 		$397K Buy
+3,292
New +$384K 0.38% 73

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Taylor Hoffman Wealth Management's KMB Position: Q2 2024 in Review

Taylor Hoffman Wealth Management held its Kimberly-Clark (KMB) position steady in Q2 2024 at 1,682 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #102.

Taylor Hoffman Wealth Management first reported a position in KMB in Q4 2017 and has held it in 26 quarters since. The position peaked at $430K in Q3 2020. 1,731 funds tracked by Wall St. Rank hold KMB as of Q2 2024.

  • Taylor Hoffman Wealth Management held 1,682 shares of Kimberly-Clark worth $232K as of Q2 2024.
  • Taylor Hoffman Wealth Management left its Kimberly-Clark share count unchanged in Q2 2024.
  • Kimberly-Clark made up 0.09% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #102 holding.
  • Taylor Hoffman Wealth Management first reported a position in Kimberly-Clark in Q4 2017 and has held it in 26 quarters since.
  • Taylor Hoffman Wealth Management's Kimberly-Clark position peaked at $430K in Q3 2020.
  • 1,731 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.