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Compass Financial Services’s Kimberly-Clark KMB Stock Holding History

Compass Financial Services’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
2025
Q4 		– Sell
-303
Closed -$37.7K – 312
2025
Q3 		$37.7K Buy
303
+3
+1% +$388 0.02% 117
2025
Q2 		$38.7K Buy
+300
New +$40.7K 0.02% 111

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Compass Financial Services's KMB Position: Q4 2025 in Review

Compass Financial Services sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 303 shares — an estimated $37.7K sold.

Compass Financial Services first reported a position in KMB in Q2 2025 and held it in 2 quarters. The position peaked at $38.7K in Q2 2025. 1,680 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • Compass Financial Services reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • Compass Financial Services sold 303 Kimberly-Clark shares in Q4 2025, an estimated $37.7K.
  • Compass Financial Services first reported a position in Kimberly-Clark in Q2 2025 and held it in 2 quarters.
  • Compass Financial Services's Kimberly-Clark position peaked at $38.7K in Q2 2025.
  • 1,680 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on Compass Financial Services's 13F filing for Q4 2025, filed 27 Feb 2026.