Penn Davis McFarland
KMB icon

Penn Davis McFarland’s Kimberly-Clark KMB Stock Holding History

Penn Davis McFarland’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 		$8.22M Sell
84,416
-404
-0.5% -$43.1K 0.7% 30
2026
Q2 		$9.31M Sell
84,820
-2,250
-3% -$223K 0.83% 30
2026
Q1 		$8.4M Sell
87,070
-100
-0.1% -$10.2K 0.82% 28
2025
Q4 		$8.79M Buy
87,170
+73,410
+534% +$8.03M 0.84% 25
2025
Q3 		$1.71M Hold
13,760
– – 0.18% 49
2025
Q2 		$1.77M Buy
13,760
+8
+0.1% +$1.08K 0.2% 49
2025
Q1 		$1.96M Sell
13,752
-15
-0.1% -$2.02K 0.23% 49
2024
Q4 		$1.8M Sell
13,767
-50
-0.4% -$6.82K 0.2% 53
2024
Q3 		$1.97M Buy
13,817
+12,163
+735% +$1.72M 0.22% 52
2024
Q2 		$229K Hold
1,654
– – 0.04% 44
2024
Q1 		$214K Sell
1,654
-1,946
-54% -$239K 0.03% 47
2023
Q4 		$437K Buy
+3,600
New +$435K 0.07% 39

Other funds holding KMB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Penn Davis McFarland's KMB Position: Q3 2026 in Review

Penn Davis McFarland reduced its Kimberly-Clark (KMB) stake by 0.48% in Q3 2026, selling an estimated $43.1K and leaving 84,416 shares worth $8.22M. The position accounts for 0.7% of the portfolio, ranked #30.

Penn Davis McFarland first reported a position in KMB in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.31M in Q2 2026. 932 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

  • Penn Davis McFarland held 84,416 shares of Kimberly-Clark worth $8.22M as of Q3 2026.
  • Penn Davis McFarland sold 404 Kimberly-Clark shares in Q3 2026, an estimated $43.1K.
  • Kimberly-Clark made up 0.7% of Penn Davis McFarland's portfolio in Q3 2026, its #30 holding.
  • Penn Davis McFarland first reported a position in Kimberly-Clark in Q4 2023 and has held it in 12 quarters since.
  • Penn Davis McFarland's Kimberly-Clark position peaked at $9.31M in Q2 2026.
  • 932 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

Based on Penn Davis McFarland's 13F filing for Q3 2026, filed 23 Oct 2026.