WIM
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Waverton Investment Management’s Kimberly-Clark KMB Stock Holding History

Waverton Investment 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
Q3 		– Sell
-1,975
Closed -$273K – 102
2024
Q2 		$273K Hold
1,975
– – 0.01% 91
2024
Q1 		$255K Buy
1,975
+250
+14% +$30.7K 0.01% 89
2023
Q4 		$210K Buy
+1,725
New +$209K 0.01% 93

Other funds holding KMB

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Waverton Investment Management's KMB Position: Q3 2024 in Review

Waverton Investment Management sold out of Kimberly-Clark (KMB) in Q3 2024, closing a stake of 1,975 shares — an estimated $273K sold.

Waverton Investment Management first reported a position in KMB in Q4 2023 and held it in 3 quarters. The position peaked at $273K in Q2 2024. 1,732 funds tracked by Wall St. Rank hold KMB as of Q3 2024.

  • Waverton Investment Management reported no remaining Kimberly-Clark position as of Q3 2024 after selling out during the quarter.
  • Waverton Investment Management sold 1,975 Kimberly-Clark shares in Q3 2024, an estimated $273K.
  • Waverton Investment Management first reported a position in Kimberly-Clark in Q4 2023 and held it in 3 quarters.
  • Waverton Investment Management's Kimberly-Clark position peaked at $273K in Q2 2024.
  • 1,732 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2024.

Based on Waverton Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.