WDA
KMB icon

Wendell David Associates’s Kimberly-Clark KMB Stock Holding History

Wendell David Associates’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
-1,575
Closed -$203K – 150
2025
Q2 		$203K Hold
1,575
– – 0.02% 146
2025
Q1 		$224K Hold
1,575
– – 0.02% 145
2024
Q4 		$206K Sell
1,575
-150
-9% -$20.4K 0.02% 151
2024
Q3 		$245K Hold
1,725
– – 0.02% 147
2024
Q2 		$238K Hold
1,725
– – 0.02% 151
2024
Q1 		$223K Hold
1,725
– – 0.02% 154
2023
Q4 		$210K Buy
+1,725
New +$209K 0.02% 157

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 $3.38T AUM 44.17% 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

Wendell David Associates's KMB Position: Q3 2025 in Review

Wendell David Associates sold out of Kimberly-Clark (KMB) in Q3 2025, closing a stake of 1,575 shares — an estimated $203K sold.

Wendell David Associates first reported a position in KMB in Q4 2023 and held it in 7 quarters. The position peaked at $245K in Q3 2024. 1,722 funds tracked by Wall St. Rank hold KMB as of Q3 2025.

  • Wendell David Associates reported no remaining Kimberly-Clark position as of Q3 2025 after selling out during the quarter.
  • Wendell David Associates sold 1,575 Kimberly-Clark shares in Q3 2025, an estimated $203K.
  • Wendell David Associates first reported a position in Kimberly-Clark in Q4 2023 and held it in 7 quarters.
  • Wendell David Associates's Kimberly-Clark position peaked at $245K in Q3 2024.
  • 1,722 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2025.

Based on Wendell David Associates's 13F filing for Q3 2025, filed 30 Oct 2025.