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 Q3	$705K	Buy	7,238 +184	+3%	+$19.6K	0.14%	105
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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Compass Wealth Management's KMB Position: Q3 2026 in Review

Compass Wealth Management increased its Kimberly-Clark (KMB) stake by 2.6% in Q3 2026, buying an estimated $19.6K and bringing the position to 7,238 shares worth $705K. The position accounts for 0.14% of the portfolio, ranked #105.

Compass Wealth Management first reported a position in KMB in Q4 2022 and has held it in 14 quarters since. The position peaked at $774K in Q2 2026. 442 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

Compass Wealth Management held 7,238 shares of Kimberly-Clark worth $705K as of Q3 2026.
Compass Wealth Management bought 184 Kimberly-Clark shares in Q3 2026, an estimated $19.6K.
Kimberly-Clark made up 0.14% of Compass Wealth Management's portfolio in Q3 2026, its #105 holding.
Compass Wealth Management first reported a position in Kimberly-Clark in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's Kimberly-Clark position peaked at $774K in Q2 2026.
442 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.