KMB β€” KIMBERLY CLARK CORP

Ownership history in Chesapeake Wealth Management  Β·  31 quarters on record

This page tracks every 13F SEC filing in which Chesapeake Wealth Management reported a position in KIMBERLY CLARK CORP (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
0.12% (2022 Q2)
πŸ“Š Avg. % of fund
0.1%
πŸ“… First filed
2018 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
31

Position Intelligence

Chesapeake Wealth Management Γ— KMB AI Analytics

πŸ“‰ Chesapeake Wealth Management underperformed the S&P 500 by –8.7% annually on this KMB position. Timing score: 40% (6/15 decisions correct). Average cost basis: $121.96. Maximum drawdown during holding period: –19.1%.

πŸ“ˆ Position Alpha vs SPY
-8.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 8.7% ann.
29 quarters analyzed

⏱️ Timing Score
40%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
6 of 15 add/trim decisions correct

πŸ’° Entry Quality
$121.96
-0.5% vs current ($121.35)

Best entry: $119.59 (2024 Q1)  Β·  Worst: $124.01 (2023 Q2)

πŸ›‘οΈ Drawdown Resilience
–19.1%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
24%
buy-side decisions

4 adds Β· 13 trims. Bought during 0 of 12 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.07% 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 Q3 REDUCED 1,765 -72 -3.9% 0.07% $219K $121.35
2025 Q2 UNCHANGED 1,837 β€” 0% 0.08% $237K $124.59
2025 Q1 UNCHANGED 1,837 β€” 0% 0.09% $261K $136.16
2024 Q4 REDUCED 1,837 -50 -2.6% 0.08% $241K $124.35
2024 Q3 REDUCED 1,887 -30 -1.6% 0.09% $268K $133.82
2024 Q2 REDUCED 1,917 -50 -2.5% 0.10% $265K $128.92
2024 Q1 ADDED 1,967 +112 +6.0% 0.09% $254K $119.59
2023 Q4 REDUCED 1,855 -147 -7.3% 0.09% $225K $111.24
2023 Q3 REDUCED 2,002 -54 -2.6% 0.10% $242K $109.57
2023 Q2 ADDED 2,056 +154 +8.1% 0.11% $284K $124.01
21 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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