Frisch Financial Group Inc. Has $247,000 Position in Kimberly-Clark Co. $KMB

Frisch Financial Group Inc. recently boosted its investment in Kimberly-Clark Co. by 6.5% during the first quarter, reflecting a strategic move in the consumer goods sector. According to a Form 13F filing with the SEC, the firm now holds 1,723 shares, valued at $247,000.

Key Takeaways:

  • Frisch Financial Group raised its Kimberly-Clark stake by 6.5%
  • An additional 105 shares were purchased
  • The firm’s total Kimberly-Clark holdings now stand at 1,723 shares
  • This position is valued at $247,000
  • The investment increase occurred during the first quarter

Introduction

Frisch Financial Group Inc. has enhanced its exposure to consumer goods by increasing its stake in Kimberly-Clark. As indicated in a recent Form 13F filed with the SEC, the firm boosted its holdings by 6.5% during the first quarter of this year.

Purchase Details

The paperwork shows that Frisch Financial added 105 shares to its earlier position, bringing its total ownership in Kimberly-Clark to 1,723 shares. This move highlights the group’s continued endorsement of stable business sectors, particularly those linked to consumer necessities.

Filing Context

The transaction was disclosed through the SEC’s Form 13F, a standard filing required of institutional investors, which ensures transparency in the financial markets. Such filings help both analysts and shareholders gauge interest in major publicly traded companies, offering insight into shifting investment strategies.

Conclusion

With an updated valuation of $247,000, Frisch Financial Group’s stake in Kimberly-Clark underscores the importance that institutional investors place on enduring brands and consumer products. This scenario further underscores how critical regulatory disclosures can be in guiding market participants’ perspectives on a company’s investment appeal.