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Zeke Capital Advisors’s Kimberly-Clark KMB Stock Holding History

Zeke Capital Advisors’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
2022
Q4 		$397K Buy
2,925
+361
+14% +$45.9K 0.03% 283
2022
Q3 		$289K Buy
2,564
+5
+0.2% +$650 0.02% 321
2022
Q2 		$346K Buy
2,559
+15
+0.6% +$1.98K 0.02% 289
2022
Q1 		$313K Buy
+2,544
New +$336K 0.02% 359
2020
Q2 		– Sell
-3,270
Closed -$418K – 242
2020
Q1 		$418K Sell
3,270
-7,904
-71% -$1.09M 0.12% 108
2019
Q4 		$1.54M Sell
11,174
-530
-5% -$71.7K 0.13% 137
2019
Q3 		$1.66M Sell
11,704
-287
-2% -$39.4K 0.15% 115
2019
Q2 		$1.6M Sell
11,991
-749
-6% -$96.6K 0.15% 122
2019
Q1 		$1.58M Sell
12,740
-4,720
-27% -$549K 0.15% 122
2018
Q4 		$1.99M Buy
17,460
+3,891
+29% +$432K 0.19% 93
2018
Q3 		$1.54M Sell
13,569
-7
-0.1% -$785 0.13% 148
2018
Q2 		$1.43M Buy
13,576
+4,543
+50% +$472K 0.13% 127
2018
Q1 		$995K Buy
9,033
+2,732
+43% +$311K 0.09% 197
2017
Q4 		$760K Buy
6,301
+872
+16% +$102K 0.08% 206
2017
Q3 		$639K Buy
5,429
+2,543
+88% +$311K 0.09% 178
2017
Q2 		$373K Buy
2,886
+580
+25% +$75.5K 0.07% 164
2017
Q1 		$304K Buy
2,306
+442
+24% +$55.7K 0.06% 180
2016
Q4 		$213K Buy
+1,864
New +$216K 0.06% 180
2015
Q2 		– Sell
-2,568
Closed -$275K – 64
2015
Q1 		$275K Sell
2,568
-164
-6% -$18.1K 0.21% 53
2014
Q4 		$316K Buy
2,732
+530
+24% +$58.8K 0.25% 52
2014
Q3 		$227K Buy
+2,202
New +$229K 0.21% 55

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zeke Capital Advisors's KMB Position: Q4 2022 in Review

Zeke Capital Advisors increased its Kimberly-Clark (KMB) stake by 14% in Q4 2022, buying an estimated $45.9K and bringing the position to 2,925 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #283.

Zeke Capital Advisors first reported a position in KMB in Q3 2014 and has held it in 21 quarters since. The position peaked at $1.99M in Q4 2018. 1,654 funds tracked by Wall St. Rank hold KMB as of Q4 2022.

  • Zeke Capital Advisors held 2,925 shares of Kimberly-Clark worth $397K as of Q4 2022.
  • Zeke Capital Advisors bought 361 Kimberly-Clark shares in Q4 2022, an estimated $45.9K.
  • Kimberly-Clark made up 0.03% of Zeke Capital Advisors's portfolio in Q4 2022, its #283 holding.
  • Zeke Capital Advisors first reported a position in Kimberly-Clark in Q3 2014 and has held it in 21 quarters since.
  • Zeke Capital Advisors's Kimberly-Clark position peaked at $1.99M in Q4 2018.
  • 1,654 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.