WOSD
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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 $5.7T 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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