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Wood Tarver Financial Group’s Kimberly-Clark KMB Stock Holding History

Wood Tarver Financial 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
Q3 		– Sell
-1,085
Closed -$139K – 410
2025
Q2 		$139K Hold
1,085
– – 0.04% 171
2025
Q1 		$154K Hold
1,085
– – 0.05% 151
2024
Q4 		$142K Buy
+1,085
New +$148K 0.05% 153

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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

Wood Tarver Financial Group's KMB Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Kimberly-Clark (KMB) in Q3 2025, closing a stake of 1,085 shares — an estimated $139K sold.

Wood Tarver Financial Group first reported a position in KMB in Q4 2024 and held it in 3 quarters. The position peaked at $154K in Q1 2025. 1,722 funds tracked by Wall St. Rank hold KMB as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Kimberly-Clark position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1,085 Kimberly-Clark shares in Q3 2025, an estimated $139K.
  • Wood Tarver Financial Group first reported a position in Kimberly-Clark in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Kimberly-Clark position peaked at $154K in Q1 2025.
  • 1,722 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.