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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Trek Financial's KMB Position: Q3 2025 in Review

Trek Financial sold out of Kimberly-Clark (KMB) in Q3 2025, closing a stake of 2,040 shares — an estimated $263K sold.

Trek Financial first reported a position in KMB in Q2 2019 and held it in 11 quarters. The position peaked at $456K in Q3 2023. 1,721 funds tracked by Wall St. Rank hold KMB as of Q3 2025.

  • Trek Financial reported no remaining Kimberly-Clark position as of Q3 2025 after selling out during the quarter.
  • Trek Financial sold 2,040 Kimberly-Clark shares in Q3 2025, an estimated $263K.
  • Trek Financial first reported a position in Kimberly-Clark in Q2 2019 and held it in 11 quarters.
  • Trek Financial's Kimberly-Clark position peaked at $456K in Q3 2023.
  • 1,721 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2025.

Based on Trek Financial's 13F filing for Q3 2025, filed 31 Oct 2025.