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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Compass Wealth Management's KMB Position: Q4 2025 in Review

Compass Wealth Management sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 3,604 shares — an estimated $448K sold.

Compass Wealth Management first reported a position in KMB in Q4 2022 and held it in 12 quarters. The position peaked at $604K in Q2 2023. 1,676 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

Compass Wealth Management reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
Compass Wealth Management sold 3,604 Kimberly-Clark shares in Q4 2025, an estimated $448K.
Compass Wealth Management first reported a position in Kimberly-Clark in Q4 2022 and held it in 12 quarters.
Compass Wealth Management's Kimberly-Clark position peaked at $604K in Q2 2023.
1,676 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on Compass Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.