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Equitable Trust’s Kimberly-Clark KMB Stock Holding History

Equitable 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 		$815K Buy
8,369
+164
+2% +$17.5K 0.03% 250
2026
Q2 		$901K Sell
8,205
-54
-0.7% -$5.35K 0.04% 245
2026
Q1 		$797K Sell
8,259
-233
-3% -$23.8K 0.04% 251
2025
Q4 		$857K Sell
8,492
-192
-2% -$21K 0.04% 252
2025
Q3 		$1.08M Sell
8,684
-389
-4% -$50.3K 0.05% 218
2025
Q2 		$1.17M Sell
9,073
-130
-1% -$17.6K 0.06% 203
2025
Q1 		$1.31M Buy
9,203
+137
+2% +$18.5K 0.07% 189
2024
Q4 		$1.19M Sell
9,066
-300
-3% -$40.9K 0.07% 199
2024
Q3 		$1.33M Buy
9,366
+300
+3% +$42.5K 0.09% 169
2024
Q2 		$1.25M Buy
9,066
+80
+0.9% +$10.7K 0.09% 163
2024
Q1 		$1.16M Buy
8,986
+2,244
+33% +$275K 0.08% 179
2023
Q4 		$819K Sell
6,742
-13,573
-67% -$1.64M 0.06% 207
2023
Q3 		$2.46M Buy
20,315
+843
+4% +$109K 0.2% 94
2023
Q2 		$2.69M Sell
19,472
-1,756
-8% -$244K 0.21% 92
2023
Q1 		$2.85M Buy
21,228
+534
+3% +$69.4K 0.22% 86
2022
Q4 		$2.81M Buy
20,694
+6,507
+46% +$827K 0.22% 96
2022
Q3 		$1.6M Buy
14,187
+1,080
+8% +$140K 0.13% 138
2022
Q2 		$1.77M Buy
13,107
+2,122
+19% +$280K 0.13% 134
2022
Q1 		$1.35M Sell
10,985
-152
-1% -$20.1K 0.09% 153
2021
Q4 		$1.59M Sell
11,137
-29
-0.3% -$3.9K 0.1% 151
2021
Q3 		$1.48M Sell
11,166
-1,007
-8% -$137K 0.09% 151
2021
Q2 		$1.63M Sell
12,173
-478
-4% -$63.8K 0.1% 148
2021
Q1 		$1.76M Buy
12,651
+159
+1% +$21.1K 0.13% 134
2020
Q4 		$1.68M Hold
12,492
– – 0.13% 138
2020
Q3 		$1.84M Sell
12,492
-361
-3% -$54.2K 0.16% 122
2020
Q2 		$1.82M Buy
+12,853
New +$1.77M 0.17% 116

Other funds holding KMB

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Equitable Trust's KMB Position: Q3 2026 in Review

Equitable Trust increased its Kimberly-Clark (KMB) stake by 2% in Q3 2026, buying an estimated $17.5K and bringing the position to 8,369 shares worth $815K. The position accounts for 0.03% of the portfolio, ranked #250.

Equitable Trust first reported a position in KMB in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.85M in Q1 2023. 271 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

  • Equitable Trust held 8,369 shares of Kimberly-Clark worth $815K as of Q3 2026.
  • Equitable Trust bought 164 Kimberly-Clark shares in Q3 2026, an estimated $17.5K.
  • Kimberly-Clark made up 0.03% of Equitable Trust's portfolio in Q3 2026, its #250 holding.
  • Equitable Trust first reported a position in Kimberly-Clark in Q2 2020 and has held it in 26 quarters since.
  • Equitable Trust's Kimberly-Clark position peaked at $2.85M in Q1 2023.
  • 271 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

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