Caldwell Trust
KMB icon

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
Q3 		$518K Sell
5,321
-516
-9% -$55.1K 0.04% 230
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% -$192K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Caldwell Trust's KMB Position: Q3 2026 in Review

Caldwell Trust reduced its Kimberly-Clark (KMB) stake by 8.8% in Q3 2026, selling an estimated $55.1K and leaving 5,321 shares worth $518K. The position accounts for 0.04% of the portfolio, ranked #230.

Caldwell Trust first reported a position in KMB in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.97M in Q2 2021. 1,016 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

  • Caldwell Trust held 5,321 shares of Kimberly-Clark worth $518K as of Q3 2026.
  • Caldwell Trust sold 516 Kimberly-Clark shares in Q3 2026, an estimated $55.1K.
  • Kimberly-Clark made up 0.04% of Caldwell Trust's portfolio in Q3 2026, its #230 holding.
  • Caldwell Trust first reported a position in Kimberly-Clark in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Kimberly-Clark position peaked at $2.97M in Q2 2021.
  • 1,016 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.