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WR Wealth Planners’s Kimberly-Clark KMB Stock Holding History

WR Wealth Planners’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
2024
Q4 		$317K Buy
2,418
+98
+4% +$13.4K 0.1% 126
2024
Q3 		$330K Buy
2,320
+249
+12% +$35.3K 0.09% 139
2024
Q2 		$286K Sell
2,071
-24
-1% -$3.21K 0.09% 136
2024
Q1 		$271K Sell
2,095
-175
-8% -$21.5K 0.08% 143
2023
Q4 		$276K Buy
2,270
+8
+0.4% +$967 0.1% 148
2023
Q3 		$273K Sell
2,262
-92
-4% -$11.9K 0.1% 142
2023
Q2 		$325K Buy
2,354
+21
+0.9% +$2.92K 0.13% 125
2023
Q1 		$313K Buy
2,333
+2,247
+2,613% +$292K 0.14% 122
2022
Q4 		$11.6K Buy
86
+1
+1% +$127 0.01% 254
2022
Q3 		$9.55K Buy
85
+1
+1% +$130 0.01% 264
2022
Q2 		$11.4K Buy
84
+1
+1% +$132 0.01% 271
2022
Q1 		$10.3K Buy
+83
New +$11K 0.01% 295

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's KMB Position: Q4 2024 in Review

WR Wealth Planners increased its Kimberly-Clark (KMB) stake by 4.2% in Q4 2024, buying an estimated $13.4K and bringing the position to 2,418 shares worth $317K. The position accounts for 0.1% of the portfolio, ranked #126.

WR Wealth Planners first reported a position in KMB in Q1 2022 and has held it in 12 quarters since. The position peaked at $330K in Q3 2024. 1,786 funds tracked by Wall St. Rank hold KMB as of Q4 2024.

  • WR Wealth Planners held 2,418 shares of Kimberly-Clark worth $317K as of Q4 2024.
  • WR Wealth Planners bought 98 Kimberly-Clark shares in Q4 2024, an estimated $13.4K.
  • Kimberly-Clark made up 0.1% of WR Wealth Planners's portfolio in Q4 2024, its #126 holding.
  • WR Wealth Planners first reported a position in Kimberly-Clark in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's Kimberly-Clark position peaked at $330K in Q3 2024.
  • 1,786 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.