KMB β€” KIMBERLY-CLARK CORP COM

Ownership history in ASSOCIATED BANC-CORP  Β·  108 quarters on record

This page tracks every 13F SEC filing in which ASSOCIATED BANC-CORP reported a position in KIMBERLY-CLARK CORP COM (KMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
12.51% (2002 Q3)
πŸ“Š Avg. % of fund
6.29%
πŸ“… First filed
1999 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
108

Position Intelligence

ASSOCIATED BANC-CORP Γ— KMB AI Analytics

πŸ“‰ ASSOCIATED BANC-CORP underperformed the S&P 500 by –1.6% annually on this KMB position. Timing score: 50% (53/106 decisions correct). Average cost basis: $24.60. Maximum drawdown during holding period: –32.7%.

πŸ“ˆ Position Alpha vs SPY
-1.6%
annualised excess return

⚠️ Trailed SPY by 1.6% ann. on this position.
107 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
53 of 106 add/trim decisions correct

πŸ’° Entry Quality
$24.60
+305.1% vs current ($99.66)

Best entry: $19.06 (1999 Q1)  Β·  Worst: $121.35 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–32.7%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
21%
buy-side decisions

22 adds Β· 85 trims. Bought during 14 of 49 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.15% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    KMB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 445,707 -9,973 -2.2% 1.15% $45.0M $99.66
2025 Q3 ADDED 455,680 +5,036 +1.1% 1.49% $56.7M $121.35
2025 Q2 REDUCED 450,644 -2,031 -0.4% 1.65% $58.1M $124.59
2025 Q1 REDUCED 452,675 -4,848 -1.1% 1.96% $64.4M $136.16
2024 Q4 REDUCED 457,523 -37,656 -7.6% 1.81% $60.0M $124.35
2024 Q3 REDUCED 495,179 -906 -0.2% 2.07% $70.5M $133.82
2024 Q2 REDUCED 496,085 -2,385 -0.5% 2.13% $68.6M $128.92
2024 Q1 REDUCED 498,470 -2,748 -0.5% 2.04% $64.5M $119.59
2023 Q4 ADDED 501,218 +114,967 +29.8% 2.12% $60.9M $111.24
2023 Q3 ADDED 386,251 +697 +0.2% 1.81% $46.7M $109.57
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