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Caldwell Trust’s Kimberly-Clark KMB Stock Holding History

Caldwell Trust’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
2026
Q2 		$641K Sell
5,837
-1,010
-15% -$100K 0.05% 211
2026
Q1 		$661K Sell
6,847
-830
-11% -$84.9K 0.06% 199
2025
Q4 		$775K Sell
7,677
-2,382
-24% -$261K 0.07% 186
2025
Q3 		$1.25M Sell
10,059
-238
-2% -$30.8K 0.12% 152
2025
Q2 		$1.33M Sell
10,297
-276
-3% -$37.4K 0.13% 139
2025
Q1 		$1.5M Sell
10,573
-769
-7% -$104K 0.16% 125
2024
Q4 		$1.49M Sell
11,342
-855
-7% -$117K 0.16% 124
2024
Q3 		$1.74M Sell
12,197
-565
-4% -$80.1K 0.18% 114
2024
Q2 		$1.76M Buy
12,762
+883
+7% +$118K 0.2% 104
2024
Q1 		$1.54M Sell
11,879
-1,568
-12% -$193K 0.18% 113
2023
Q4 		$1.63M Sell
13,447
-1,379
-9% -$167K 0.21% 107
2023
Q3 		$1.79M Sell
14,826
-722
-5% -$93.3K 0.24% 92
2023
Q2 		$2.15M Sell
15,548
-1,808
-10% -$252K 0.28% 79
2023
Q1 		$2.33M Sell
17,356
-757
-4% -$98.3K 0.32% 71
2022
Q4 		$2.46M Sell
18,113
-509
-3% -$64.7K 0.35% 67
2022
Q3 		$2.1M Sell
18,622
-437
-2% -$56.8K 0.31% 75
2022
Q2 		$2.58M Sell
19,059
-582
-3% -$76.7K 0.35% 71
2022
Q1 		$2.42M Sell
19,641
-87
-0.4% -$11.5K 0.29% 77
2021
Q4 		$2.82M Sell
19,728
-842
-4% -$113K 0.32% 69
2021
Q3 		$2.72M Sell
20,570
-1,598
-7% -$217K 0.34% 69
2021
Q2 		$2.97M Buy
22,168
+2,374
+12% +$317K 0.39% 65
2021
Q1 		$2.75M Buy
19,794
+2,536
+15% +$337K 0.38% 63
2020
Q4 		$2.33M Buy
17,258
+237
+1% +$33.2K 0.35% 67
2020
Q3 		$2.51M Sell
17,021
-1,172
-6% -$176K 0.41% 60
2020
Q2 		$2.57M Sell
18,193
-262
-1% -$36.2K 0.43% 58
2020
Q1 		$2.36M Buy
18,455
+277
+2% +$38.3K 0.45% 62
2019
Q4 		$2.5M Buy
+18,178
New +$2.46M 0.38% 67

Other funds holding KMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caldwell Trust's KMB Position: Q2 2026 in Review

Caldwell Trust reduced its Kimberly-Clark (KMB) stake by 15% in Q2 2026, selling an estimated $100K and leaving 5,837 shares worth $641K. The position accounts for 0.05% of the portfolio, ranked #211.

Caldwell Trust first reported a position in KMB in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.97M in Q2 2021. 1,713 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Caldwell Trust held 5,837 shares of Kimberly-Clark worth $641K as of Q2 2026.
  • Caldwell Trust sold 1,010 Kimberly-Clark shares in Q2 2026, an estimated $100K.
  • Kimberly-Clark made up 0.05% of Caldwell Trust's portfolio in Q2 2026, its #211 holding.
  • Caldwell Trust first reported a position in Kimberly-Clark in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Kimberly-Clark position peaked at $2.97M in Q2 2021.
  • 1,713 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.