MMM β€” 3M CO

Ownership history in Kure Advisory, LLC  Β·  9 quarters on record

This page tracks every 13F SEC filing in which Kure Advisory, LLC reported a position in 3M CO (MMM). 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
0.47% (2025 Q3)
πŸ“Š Avg. % of fund
0.27%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

Kure Advisory, LLC Γ— MMM AI Analytics

πŸ“ˆ Kure Advisory, LLC outperformed the S&P 500 by +15.8% annually on this MMM position. Timing score: 67% (4/6 decisions correct). Average cost basis: $153.02. Maximum drawdown during holding period: –1.4%.

πŸ“ˆ Position Alpha vs SPY
+15.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 15.8% per year on this position.
7 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
4 of 6 add/trim decisions correct

πŸ’° Entry Quality
$153.02
+4.2% vs current ($159.38)

Best entry: $85.14 (2024 Q1)  Β·  Worst: $153.83 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–1.4%
max drawdown while held

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

πŸ’ͺ Fund Conviction
50%
buy-side decisions

4 adds Β· 4 trims. Bought during 1 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

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

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.38% 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)    MMM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,297 -600 -12.3% 0.38% $688K $159.38
2025 Q3 ADDED 4,897 +2,368 +93.6% 0.47% $760K $153.83
2025 Q2 UNCHANGED 2,529 β€” 0% 0.28% $371K $150.22
2025 Q1 ADDED 2,529 +57 +2.3% 0.28% $371K $144.20
2024 Q3 REDUCED 2,472 -5 -0.2% 0.30% $338K $132.86
2024 Q2 REDUCED 2,477 -14 -0.6% 0.21% $253K $98.79
2024 Q1 ADDED 2,491 +21 +0.9% 0.23% $264K $85.14
2023 Q4 REDUCED 2,470 -9 -0.4% 0.14% $270K $86.32
2023 Q3 INITIATED 2,479 β€” β€” 0.13% $232K β€”
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