KMB KIMBERLY CLARK CORP COM COMMON

Ownership history in MERITAGE PORTFOLIO MANAGEMENT  ·  37 quarters on record

AI Ownership Summary

MERITAGE PORTFOLIO MANAGEMENT reported KIMBERLY CLARK CORP COM COMMON (KMB) in 37 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.3% in 2024 Q3. The latest visible filing shows KMB at 0.25% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MERITAGE PORTFOLIO MANAGEMENT's position in KIMBERLY CLARK CORP COM COMMON, 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 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 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 MERITAGE PORTFOLIO MANAGEMENT held KMB — position size vs. price
% of Fund (quarterly)    KMB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 29,976 -524 -1.7% 0.25% $3.7M 2025-10-28 $117.76
2025 Q2 REDUCED 30,500 -744 -2.4% 0.25% $3.9M 2025-07-25 $123.10
2025 Q1 REDUCED 31,244 -853 -2.7% 0.29% $4.4M 2025-04-28 $125.33
2024 Q4 REDUCED 32,097 -2,287 -6.7% 0.26% $4.2M 2025-01-27 $124.70
2024 Q3 ADDED 34,384 +7,560 +28.2% 0.30% $4.9M 2024-11-04 $125.79
2024 Q2 REDUCED 26,824 -499 -1.8% 0.23% $3.7M 2024-08-09 $130.89
2024 Q1 ADDED 27,323 +3,237 +13.4% 0.22% $3.5M 2024-04-29 $125.67
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MERITAGE PORTFOLIO MANAGEMENT and KMB

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

How long has MERITAGE PORTFOLIO MANAGEMENT reported owning KMB?

MERITAGE PORTFOLIO MANAGEMENT reported KMB across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported KMB position in MERITAGE PORTFOLIO MANAGEMENT's portfolio?

The largest reported portfolio weight for KMB was 0.30% in 2024 Q3.

What is the latest reported KMB position on this page?

The most recent filing on this page is 2025 Q3, when MERITAGE PORTFOLIO MANAGEMENT reported 29,976 shares, equal to 0.25% of portfolio, with an estimated market value of $3.7M.

What does the chart on this KMB ownership page compare?

The chart compares MERITAGE PORTFOLIO MANAGEMENT'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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