KMB KIMBERLY-CLARK CORP

Ownership history in GLOBALT Investments LLC / GA  ·  8 quarters on record

AI Ownership Summary

GLOBALT Investments LLC / GA reported KIMBERLY-CLARK CORP (KMB) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.26% in 2025 Q1. The latest visible filing shows KMB at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GLOBALT Investments LLC / GA's position in KIMBERLY-CLARK CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

KMB was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GLOBALT Investments LLC / GA held KMB — position size vs. price
% of Fund (quarterly)    KMB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 41,635 -734 -1.7% 0.19% $5.2M 2025-10-14 $117.28
2025 Q2 REDUCED 42,369 -2,084 -4.7% 0.21% $5.5M 2025-07-31 $120.44
2025 Q1 ADDED 44,453 +437 +1.0% 0.26% $6.3M 2025-05-07 $127.90
2024 Q4 REDUCED 44,016 -678 -1.5% 0.22% $5.8M 2025-02-10 $124.72
2024 Q3 REDUCED 44,694 -1,851 -4.0% 0.24% $6.4M 2024-11-07 $124.39
2024 Q2 REDUCED 46,545 -847 -1.8% 0.26% $6.4M 2024-08-14 $131.36
2024 Q1 REDUCED 47,392 -838 -1.7% 0.24% $6.1M 2024-05-01 $126.17
2023 Q4 INITIATED 48,230 0.24% $5.9M 2024-02-20 $109.08

FAQ About GLOBALT Investments LLC / GA and KMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has GLOBALT Investments LLC / GA reported owning KMB?

GLOBALT Investments LLC / GA reported KMB across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported KMB position in GLOBALT Investments LLC / GA's portfolio?

The largest reported portfolio weight for KMB was 0.26% in 2025 Q1.

What is the latest reported KMB position on this page?

The most recent filing on this page is 2025 Q3, when GLOBALT Investments LLC / GA reported 41,635 shares, equal to 0.19% of portfolio, with an estimated market value of $5.2M.

What does the chart on this KMB ownership page compare?

The chart compares GLOBALT Investments LLC / GA's quarterly KMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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