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WFA of San Diego’s Kimberly-Clark KMB Stock Holding History

WFA of San Diego’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
-77
Closed -$9.93K – 428
2025
Q2 		$9.93K Buy
+77
New +$10.4K 0.01% 327
2024
Q3 		$11K Hold
77
– – 0.01% 277
2024
Q2 		$10.6K Buy
+77
New +$10.3K 0.01% 276
2023
Q3 		$9.31K Hold
77
– – 0.01% 284
2023
Q2 		$10.6K Buy
+77
New +$10.7K 0.01% 273
2023
Q1 		– Sell
-77
Closed -$10.5K – 255
2022
Q4 		$10.5K Buy
+77
New +$9.78K 0.01% 355
2022
Q3 		– Sell
-77
Closed -$10K – 248
2022
Q2 		$10K Buy
+77
New +$10.1K 0.01% 272
2020
Q3 		– Sell
-1,841
Closed -$262K – 167
2020
Q2 		$262K Buy
+1,841
New +$254K 0.06% 217

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

WFA of San Diego's KMB Position: Q3 2025 in Review

WFA of San Diego sold out of Kimberly-Clark (KMB) in Q3 2025, closing a stake of 77 shares — an estimated $9.93K sold.

WFA of San Diego first reported a position in KMB in Q2 2020 and held it in 8 quarters. The position peaked at $262K in Q2 2020. 1,723 funds tracked by Wall St. Rank hold KMB as of Q3 2025.

  • WFA of San Diego reported no remaining Kimberly-Clark position as of Q3 2025 after selling out during the quarter.
  • WFA of San Diego sold 77 Kimberly-Clark shares in Q3 2025, an estimated $9.93K.
  • WFA of San Diego first reported a position in Kimberly-Clark in Q2 2020 and held it in 8 quarters.
  • WFA of San Diego's Kimberly-Clark position peaked at $262K in Q2 2020.
  • 1,723 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2025.

Based on WFA of San Diego's 13F filing for Q3 2025, filed 17 Feb 2026.