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Wealth Group’s Kimberly-Clark KMB Stock Holding History

Wealth Group’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
-1,658
Closed -$236K – 127
2025
Q1 		$236K Sell
1,658
-602
-27% -$81.1K 0.15% 140
2024
Q4 		$296K Buy
2,260
+783
+53% +$107K 0.19% 121
2024
Q3 		$210K Sell
1,477
-832
-36% -$118K 0.14% 143
2024
Q2 		$319K Sell
2,309
-139
-6% -$18.6K 0.23% 107
2024
Q1 		$317K Buy
+2,448
New +$301K 0.24% 110

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Wealth Group's KMB Position: Q2 2025 in Review

Wealth Group sold out of Kimberly-Clark (KMB) in Q2 2025, closing a stake of 1,658 shares — an estimated $236K sold.

Wealth Group first reported a position in KMB in Q1 2024 and held it in 5 quarters. The position peaked at $319K in Q2 2024. 1,764 funds tracked by Wall St. Rank hold KMB as of Q2 2025.

  • Wealth Group reported no remaining Kimberly-Clark position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 1,658 Kimberly-Clark shares in Q2 2025, an estimated $236K.
  • Wealth Group first reported a position in Kimberly-Clark in Q1 2024 and held it in 5 quarters.
  • Wealth Group's Kimberly-Clark position peaked at $319K in Q2 2024.
  • 1,764 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.