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.
π Chesapeake Wealth Management underperformed the S&P 500 by β8.7% annually on this KMB position. Timing score: 40% (6/15 decisions correct). Average cost basis: $121.96. Maximum drawdown during holding period: β19.1%.
β Significantly underperformed the S&P 500 by 8.7% ann.
29 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 15 add/trim decisions correct
Best entry: $119.59 (2024 Q1) Β· Worst: $124.01 (2023 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 13 trims. Bought during 0 of 12 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.07% of portfolio
β 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.
As of 2025 Q4 β sorted by position size