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Meriwether Wealth & Planning’s Kimberly-Clark KMB Stock Holding History

Meriwether Wealth & Planning’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
-1,720
Closed -$214K – 131
2025
Q3 		$214K Buy
+1,720
New +$222K 0.12% 118

Other funds holding KMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Meriwether Wealth & Planning's KMB Position: Q4 2025 in Review

Meriwether Wealth & Planning sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 1,720 shares — an estimated $214K sold.

Meriwether Wealth & Planning first reported a position in KMB in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 1,680 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

  • Meriwether Wealth & Planning reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 1,720 Kimberly-Clark shares in Q4 2025, an estimated $214K.
  • Meriwether Wealth & Planning first reported a position in Kimberly-Clark in Q3 2025 and held it in 1 quarter.
  • Meriwether Wealth & Planning's Kimberly-Clark position peaked at $214K in Q3 2025.
  • 1,680 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on Meriwether Wealth & Planning's 13F filing for Q4 2025, filed 14 Jan 2026.