KMB KIMBERLY-CLARK CORP

Ownership history in Compass Wealth Management LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Compass Wealth Management LLC 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.19% (2022 Q4)
Avg. % of fund
0.14%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,604 -88 -2.4% 0.10% $448K $121.35
2025 Q2 UNCHANGED 3,692 0% 0.11% $476K $124.59
2025 Q1 REDUCED 3,692 -50 -1.3% 0.13% $525K $136.16
2024 Q4 UNCHANGED 3,742 0% 0.12% $490K $124.35
2024 Q3 REDUCED 3,742 -35 -0.9% 0.13% $532K $133.82
2024 Q2 REDUCED 3,777 -10 -0.3% 0.13% $522K $128.92
2024 Q1 REDUCED 3,787 -237 -5.9% 0.12% $490K $119.59
2023 Q4 REDUCED 4,024 -350 -8.0% 0.14% $489K $111.24
2023 Q3 UNCHANGED 4,374 0% 0.17% $529K $109.57
2023 Q2 UNCHANGED 4,374 0% 0.19% $587K $124.01
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% of Fund (quarterly)    KMB price (monthly, adj. close)
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