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USA Financial Formulas’s Kimberly-Clark KMB Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-1,129
Closed -$148K – 333
2024
Q4 		$148K Sell
1,129
-48
-4% -$6.54K 0.02% 191
2024
Q3 		$167K Buy
+1,177
New +$167K 0.03% 165
2024
Q1 		– Sell
-1,812
Closed -$220K – 369
2023
Q4 		$220K Buy
+1,812
New +$219K 0.04% 144
2020
Q4 		– Sell
-6,683
Closed -$987K – 376
2020
Q3 		$987K Buy
6,683
+6,657
+25,604% +$1,000K 0.74% 54
2020
Q2 		$4K Buy
26
+5
+24% +$690 ﹤0.01% 102
2020
Q1 		$3K Buy
21
+5
+31% +$692 ﹤0.01% 168
2019
Q4 		$2K Buy
+16
New +$2.16K ﹤0.01% 204

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

USA Financial Formulas's KMB Position: Q1 2025 in Review

USA Financial Formulas sold out of Kimberly-Clark (KMB) in Q1 2025, closing a stake of 1,129 shares — an estimated $148K sold.

USA Financial Formulas first reported a position in KMB in Q4 2019 and held it in 7 quarters. The position peaked at $987K in Q3 2020. 1,813 funds tracked by Wall St. Rank hold KMB as of Q1 2025.

  • USA Financial Formulas reported no remaining Kimberly-Clark position as of Q1 2025 after selling out during the quarter.
  • USA Financial Formulas sold 1,129 Kimberly-Clark shares in Q1 2025, an estimated $148K.
  • USA Financial Formulas first reported a position in Kimberly-Clark in Q4 2019 and held it in 7 quarters.
  • USA Financial Formulas's Kimberly-Clark position peaked at $987K in Q3 2020.
  • 1,813 funds tracked by Wall St. Rank held Kimberly-Clark as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.