Trek Financial’s Kimberly-Clark KMB Stock Holding History

Trek 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 Q3	–	Sell	-2,040	Closed	-$263K	–	468
2025 Q2	$263K	Sell	2,040 -849	-29%	-$115K	0.02%	363
2025 Q1	$411K	Buy	2,889 +570	+25%	+$76.8K	0.03%	263
2024 Q4	$304K	Buy	2,319 +17	+0.7%	+$2.32K	0.02%	322
2024 Q3	$328K	Sell	2,302 -150	-6%	-$21.3K	0.02%	293
2024 Q2	$339K	Sell	2,452 -170	-6%	-$22.7K	0.03%	289
2024 Q1	$339K	Sell	2,622 -1,057	-29%	-$130K	0.03%	282
2023 Q4	$447K	Sell	3,679 -97	-3%	-$11.7K	0.04%	200
2023 Q3	$456K	Buy	+3,776	New	+$488K	0.04%	187
2021 Q2	–	Sell	-1,700	Closed	-$236K	–	242
2021 Q1	$236K	Buy	+1,700	New	+$226K	0.03%	166
2019 Q4	–	Sell	-1,673	Closed	-$238K	–	110
2019 Q3	$238K	Sell	1,673 -630	-27%	-$86.6K	0.03%	102
2019 Q2	$307K	Buy	+2,303	New	+$297K	0.05%	110

Other funds holding KMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return