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Compass Wealth Management’s Kimberly-Clark KMB Stock Holding History

Compass Wealth Management’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 		$774K Buy
+7,054
New +$699K 0.15% 102
2025
Q4 		– Sell
-3,604
Closed -$448K – 114
2025
Q3 		$448K Sell
3,604
-88
-2% -$11.4K 0.1% 112
2025
Q2 		$476K Hold
3,692
– – 0.11% 111
2025
Q1 		$525K Sell
3,692
-50
-1% -$6.74K 0.13% 106
2024
Q4 		$490K Hold
3,742
– – 0.12% 109
2024
Q3 		$532K Sell
3,742
-35
-0.9% -$4.96K 0.13% 113
2024
Q2 		$522K Sell
3,777
-10
-0.3% -$1.34K 0.13% 111
2024
Q1 		$490K Sell
3,787
-237
-6% -$29.1K 0.12% 115
2023
Q4 		$489K Sell
4,024
-350
-8% -$42.3K 0.14% 113
2023
Q3 		$529K Hold
4,374
– – 0.17% 111
2023
Q2 		$604K Hold
4,374
– – 0.18% 107
2023
Q1 		$587K Sell
4,374
-5
-0.1% -$649 0.19% 109
2022
Q4 		$594K Buy
+4,379
New +$556K 0.19% 110

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

Compass Wealth Management's KMB Position: Q2 2026 in Review

Compass Wealth Management opened a new position in Kimberly-Clark (KMB) in Q2 2026: 7,054 shares worth $774K. The stake represents 0.15% of the portfolio and ranks #102 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in KMB as recently as Q3 2025.

Compass Wealth Management first reported a position in KMB in Q4 2022 and has held it in 13 quarters since. 1,707 funds tracked by Wall St. Rank hold KMB as of Q2 2026.

  • Compass Wealth Management held 7,054 shares of Kimberly-Clark worth $774K as of Q2 2026.
  • Kimberly-Clark was a new Compass Wealth Management position in Q2 2026.
  • Kimberly-Clark made up 0.15% of Compass Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Compass Wealth Management first reported a position in Kimberly-Clark in Q4 2022 and has held it in 13 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.