Ridgecrest Wealth Partners
KMB icon

Ridgecrest Wealth Partners’s Kimberly-Clark KMB Stock Holding History

Ridgecrest Wealth Partners’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 		– Sell
-1,950
Closed -$214K – 115
2026
Q2 		$214K Buy
+1,950
New +$193K 0.1% 104
2026
Q1 		– Sell
-2,100
Closed -$212K – 103
2025
Q4 		$212K Sell
2,100
-1,169
-36% -$128K 0.11% 94
2025
Q3 		$406K Hold
3,269
– – 0.18% 68
2025
Q2 		$421K Sell
3,269
-12
-0.4% -$1.63K 0.22% 66
2025
Q1 		$467K Hold
3,281
– – 0.24% 66
2024
Q4 		$430K Buy
3,281
+12
+0.4% +$1.64K 0.23% 63
2024
Q3 		$465K Hold
3,269
– – 0.24% 68
2024
Q2 		$452K Sell
3,269
-83
-2% -$11.1K 0.27% 62
2024
Q1 		$434K Sell
3,352
-123
-4% -$15.1K 0.26% 66
2023
Q4 		$422K Sell
3,475
-100
-3% -$12.1K 0.28% 61
2023
Q3 		$432K Hold
3,575
– – 0.3% 59
2023
Q2 		$494K Hold
3,575
– – 0.33% 53
2023
Q1 		$480K Hold
3,575
– – 0.34% 53
2022
Q4 		$485K Buy
3,575
+100
+3% +$12.7K 0.37% 50
2022
Q3 		$391K Buy
3,475
+400
+13% +$52K 0.32% 55
2022
Q2 		$416K Hold
3,075
– – 0.3% 58
2022
Q1 		$379K Hold
3,075
– – 0.24% 74
2021
Q4 		$439K Buy
3,075
+450
+17% +$60.6K 0.21% 81
2021
Q3 		$348K Buy
2,625
+600
+30% +$81.6K 0.19% 86
2021
Q2 		$271K Buy
2,025
+375
+23% +$50K 0.17% 91
2021
Q1 		$229K Buy
+1,650
New +$219K 0.22% 80

Other funds holding KMB

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Ridgecrest Wealth Partners's KMB Position: Q3 2026 in Review

Ridgecrest Wealth Partners sold out of Kimberly-Clark (KMB) in Q3 2026, closing a stake of 1,950 shares — an estimated $214K sold.

Ridgecrest Wealth Partners first reported a position in KMB in Q1 2021 and held it in 21 quarters. The position peaked at $494K in Q2 2023. 869 funds tracked by Wall St. Rank hold KMB as of Q3 2026.

  • Ridgecrest Wealth Partners reported no remaining Kimberly-Clark position as of Q3 2026 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 1,950 Kimberly-Clark shares in Q3 2026, an estimated $214K.
  • Ridgecrest Wealth Partners first reported a position in Kimberly-Clark in Q1 2021 and held it in 21 quarters.
  • Ridgecrest Wealth Partners's Kimberly-Clark position peaked at $494K in Q2 2023.
  • 869 funds tracked by Wall St. Rank held Kimberly-Clark as of Q3 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.