Mascoma Wealth Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $47.3K | Sell |
431
-207
| -32% | -$20.5K | 0.01% | 192 |
|
|
2026
Q1 | $61.5K | Hold |
638
| – | – | 0.01% | 171 |
|
|
2025
Q4 | $64.4K | Hold |
638
| – | – | 0.01% | 161 |
|
|
2025
Q3 | $79.3K | Buy |
638
+140
| +28% | +$18.1K | 0.02% | 155 |
|
|
2025
Q2 | $64.2K | Hold |
498
| – | – | 0.01% | 168 |
|
|
2025
Q1 | $70.8K | Sell |
498
-100
| -17% | -$13.5K | 0.02% | 160 |
|
|
2024
Q4 | $78.4K | Buy |
598
+100
| +20% | +$13.6K | 0.02% | 164 |
|
|
2024
Q3 | $70.9K | Hold |
498
| – | – | 0.02% | 168 |
|
|
2024
Q2 | $68.8K | Hold |
498
| – | – | 0.02% | 164 |
|
|
2024
Q1 | $64.4K | Hold |
498
| – | – | 0.02% | 163 |
|
|
2023
Q4 | $60.5K | Sell |
498
-5
| -1% | -$604 | 0.02% | 175 |
|
|
2023
Q3 | $60.8K | Hold |
503
| – | – | 0.02% | 168 |
|
|
2023
Q2 | $64.2K | Sell |
503
-1,373
| -73% | -$191K | 0.02% | 169 |
|
|
2023
Q1 | $272K | Buy |
1,876
+1,340
| +250% | +$174K | 0.08% | 97 |
|
|
2022
Q4 | $72.8K | Hold |
536
| – | – | 0.02% | 196 |
|
|
2022
Q3 | $60K | Hold |
536
| – | – | 0.02% | 209 |
|
|
2022
Q2 | $72K | Hold |
536
| – | – | 0.02% | 210 |
|
|
2022
Q1 | $66K | Hold |
536
| – | – | 0.02% | 228 |
|
|
2021
Q4 | $77K | Sell |
536
-250
| -32% | -$33.7K | 0.03% | 182 |
|
|
2021
Q3 | $104K | Buy |
+786
| New | +$107K | 0.04% | 150 |
|
|
2021
Q2 | – | Sell |
-713
| Closed | -$99K | – | 297 |
|
|
2021
Q1 | $99K | Buy |
+713
| New | +$94.6K | 0.04% | 158 |
|
|
2019
Q3 | – | Sell |
-231
| Closed | -$31K | – | 227 |
|
|
2019
Q2 | $31K | Sell |
231
-500
| -68% | -$64.5K | 0.02% | 195 |
|
|
2019
Q1 | $91K | Hold |
731
| – | – | 0.06% | 112 |
|
|
2018
Q4 | $83K | Sell |
731
-1,605
| -69% | -$178K | 0.06% | 114 |
|
|
2018
Q3 | $265K | Hold |
2,336
| – | – | 0.17% | 64 |
|
|
2018
Q2 | $246K | Hold |
2,336
| – | – | 0.17% | 63 |
|
|
2018
Q1 | $257K | Buy |
2,336
+100
| +4% | +$11.4K | 0.17% | 63 |
|
|
2017
Q4 | $260K | Hold |
2,236
| – | – | 0.16% | 59 |
|
|
2017
Q3 | $263K | Hold |
2,236
| – | – | 0.18% | 59 |
|
|
2017
Q2 | $289K | Buy |
2,236
+105
| +5% | +$13.7K | 0.19% | 53 |
|
|
2017
Q1 | $281K | Hold |
2,131
| – | – | 0.2% | 44 |
|
|
2016
Q4 | $243K | Buy |
+2,131
| New | +$247K | 0.18% | 50 |
|
Other funds holding KMB
Mascoma Wealth Management's KMB Position: Q2 2026 in Review
Mascoma Wealth Management reduced its Kimberly-Clark (KMB) stake by 32% in Q2 2026, selling an estimated $20.5K and leaving 431 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #192.
Mascoma Wealth Management first reported a position in KMB in Q4 2016 and has held it in 32 quarters since. The position peaked at $289K in Q2 2017. 1,703 funds tracked by Wall St. Rank hold KMB as of Q2 2026.
- Mascoma Wealth Management held 431 shares of Kimberly-Clark worth $47.3K as of Q2 2026.
- Mascoma Wealth Management sold 207 Kimberly-Clark shares in Q2 2026, an estimated $20.5K.
- Kimberly-Clark made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #192 holding.
- Mascoma Wealth Management first reported a position in Kimberly-Clark in Q4 2016 and has held it in 32 quarters since.
- Mascoma Wealth Management's Kimberly-Clark position peaked at $289K in Q2 2017.
- 1,703 funds tracked by Wall St. Rank held Kimberly-Clark as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.