Trinity Financial Advisors’s Kimberly-Clark KMB Stock Holding History

Trinity Financial 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
2025 Q2	–	Sell	-1,475	Closed	-$214K	–	93
2025 Q1	$214K	Buy	+1,475	New	+$199K	0.08%	86
2024 Q4	–	Sell	-1,475	Closed	-$204K	–	88
2024 Q3	$204K	Hold	1,475	–	–	0.09%	83
2024 Q2	$206K	Buy	+1,475	New	+$197K	0.09%	81
2023 Q3	–	Sell	-1,475	Closed	-$204K	–	77
2023 Q2	$204K	Buy	+1,475	New	+$205K	0.11%	75
2023 Q1	–	Sell	-1,475	Closed	-$200K	–	72
2022 Q4	$200K	Buy	+1,475	New	+$187K	0.13%	62
2022 Q1	–	Sell	-1,475	Closed	-$211K	–	66
2021 Q4	$211K	Buy	+1,475	New	+$199K	0.12%	60
2021 Q2	–	Sell	-1,575	Closed	-$219K	–	53
2021 Q1	$219K	Sell	1,575 -50	-3%	-$6.64K	0.17%	45
2020 Q4	$219K	Buy	+1,625	New	+$228K	0.2%	55

Other funds holding KMB

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

BlackRock New York $5.72T 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Trinity Financial Advisors's KMB Position: Q2 2025 in Review

Trinity Financial Advisors sold out of Kimberly-Clark (KMB) in Q2 2025, closing a stake of 1,475 shares — an estimated $214K sold.

Trinity Financial Advisors first reported a position in KMB in Q4 2020 and held it in 8 quarters. The position peaked at $219K in Q1 2021. 1,765 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

Trinity Financial Advisors reported no remaining Kimberly-Clark position as of Q2 2025 after selling out during the quarter.
Trinity Financial Advisors sold 1,475 Kimberly-Clark shares in Q2 2025, an estimated $214K.
Trinity Financial Advisors first reported a position in Kimberly-Clark in Q4 2020 and held it in 8 quarters.
Trinity Financial Advisors's Kimberly-Clark position peaked at $219K in Q1 2021.
1,765 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Trinity Financial Advisors's 13F filing for Q2 2025, filed 3 Jul 2025.