Montecito Bank & Trust’s Kimberly-Clark KMB Stock Holding History

Montecito Bank & 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
2025 Q4	–	Sell	-2,344	Closed	-$291K	–	275
2025 Q3	$291K	Buy	+2,344	New	+$303K	0.05%	244
2025 Q1	$384K	Sell	2,700 -72	-3%	-$9.7K	0.07%	228
2024 Q4	$363K	Sell	2,772 -113	-4%	-$15.4K	0.06%	229
2024 Q3	$410K	Sell	2,885 -770	-21%	-$109K	0.07%	224
2024 Q2	$505K	Sell	3,655 -697	-16%	-$93.1K	0.1%	178
2024 Q1	$563K	Sell	4,352 -316	-7%	-$38.8K	0.11%	167
2023 Q4	$567K	Sell	4,668 -165	-3%	-$19.9K	0.12%	162
2023 Q3	$584K	Sell	4,833 -17	-0.4%	-$2.2K	0.14%	154
2023 Q2	$670K	Sell	4,850 -583	-11%	-$81.2K	0.15%	147
2023 Q1	$729K	Sell	5,433 -270	-5%	-$35.1K	0.17%	138
2022 Q4	$774K	Sell	5,703 -45	-0.8%	-$5.72K	0.19%	133
2022 Q3	$647K	Buy	5,748 +433	+8%	+$56.3K	0.17%	135
2022 Q2	$719K	Sell	5,315 -746	-12%	-$98.3K	0.17%	142
2022 Q1	$746K	Sell	6,061 -166	-3%	-$21.9K	0.14%	149
2021 Q4	$890K	Sell	6,227 -2,084	-25%	-$281K	0.16%	132
2021 Q3	$1.1M	Sell	8,311 -2	-0%	-$272	0.21%	109
2021 Q2	$1.11M	Sell	8,313 -460	-5%	-$61.4K	0.21%	106
2021 Q1	$1.22M	Sell	8,773 -1,825	-17%	-$242K	0.25%	90
2020 Q4	$1.43M	Sell	10,598 -9,450	-47%	-$1.32M	0.31%	76
2020 Q3	$2.96M	Buy	20,048 +1,500	+8%	+$225K	0.75%	35
2020 Q2	$2.62M	Sell	18,548 -50	-0.3%	-$6.9K	0.72%	37
2020 Q1	$2.38M	Buy	18,598 +4,258	+30%	+$589K	0.78%	32
2019 Q4	$1.97M	Sell	14,340 -807	-5%	-$109K	0.53%	45
2019 Q3	$2.15M	Buy	15,147 +9,800	+183%	+$1.35M	0.64%	37
2019 Q2	$713K	Hold	5,347	–	–	0.22%	102
2019 Q1	$662K	Buy	5,347 +410	+8%	+$47.6K	0.2%	105
2018 Q4	$562K	Buy	4,937 +45	+0.9%	+$4.99K	0.19%	108
2018 Q3	$556K	Buy	4,892 +458	+10%	+$51.4K	0.17%	125
2018 Q2	$467K	Hold	4,434	–	–	0.15%	121
2018 Q1	$488K	Hold	4,434	–	–	0.16%	114
2017 Q4	$535K	Hold	4,434	–	–	0.17%	104
2017 Q3	$522K	Sell	4,434 -400	-8%	-$48.8K	0.18%	100
2017 Q2	$624K	Buy	4,834 +958	+25%	+$125K	0.22%	81
2017 Q1	$510K	Hold	3,876	–	–	0.19%	102
2016 Q4	$442K	Hold	3,876	–	–	0.15%	109
2016 Q3	$489K	Buy	3,876 +110	+3%	+$14.2K	0.2%	100
2016 Q2	$518K	Buy	3,766 +150	+4%	+$19.6K	0.22%	93
2016 Q1	$486K	Hold	3,616	–	–	0.22%	84
2015 Q4	$460K	Buy	3,616 +1,666	+85%	+$200K	0.22%	90
2015 Q3	$213K	Sell	1,950 -400	-17%	-$44.1K	0.12%	145
2015 Q2	$252K	Hold	2,350	–	–	0.13%	140
2015 Q1	$252K	Hold	2,350	–	–	0.13%	140
2014 Q4	$272K	Sell	2,350 -101	-4%	-$11.2K	0.14%	131
2014 Q3	$253K	Buy	2,451 +417	+21%	+$43.4K	0.15%	126
2014 Q2	$217K	Buy	+2,034	New	+$216K	0.13%	133

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

Montecito Bank & Trust's KMB Position: Q4 2025 in Review

Montecito Bank & Trust sold out of Kimberly-Clark (KMB) in Q4 2025, closing a stake of 2,344 shares — an estimated $291K sold.

Montecito Bank & Trust first reported a position in KMB in Q2 2014 and held it in 45 quarters. The position peaked at $2.96M in Q3 2020. 1,676 funds tracked by Wall St. Rank hold KMB as of Q4 2025.

Montecito Bank & Trust reported no remaining Kimberly-Clark position as of Q4 2025 after selling out during the quarter.
Montecito Bank & Trust sold 2,344 Kimberly-Clark shares in Q4 2025, an estimated $291K.
Montecito Bank & Trust first reported a position in Kimberly-Clark in Q2 2014 and held it in 45 quarters.
Montecito Bank & Trust's Kimberly-Clark position peaked at $2.96M in Q3 2020.
1,676 funds tracked by Wall St. Rank held Kimberly-Clark as of Q4 2025.

Based on Montecito Bank & Trust's 13F filing for Q4 2025, filed 9 Jan 2026.