Canvas Wealth Advisors, LLC KMB KIMBERLY CLARK CORP

Ownership history in Canvas Wealth Advisors, LLC  ·  21 quarters on record

AI Ownership Summary

Canvas Wealth Advisors, LLC reported KIMBERLY CLARK CORP (KMB) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.67% in 2024 Q1. The latest visible filing shows KMB at 0.67% 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 Canvas Wealth Advisors, LLC'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
2026 Q2

KMB was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2024 Q1

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 2026 Q2

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 Canvas Wealth Advisors, LLC held KMB — position size vs. price
% of Fund (quarterly)    KMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 43,463 +28,291 +186.5% 0.67% $4.8M 2026-07-10 $112.41
2026 Q1 ADDED 15,172 +8,078 +113.9% 0.25% $1.5M 2026-04-28 $97.11
2025 Q4 REDUCED 17.7% -3.2% 7,094 -1,528 -17.7% 0.12% $727K 2026-01-12 $95.76
2025 Q3 ADDED 8,622 +1,745 +25.4% 0.19% $1.1M 2025-11-05 $96.32
2025 Q2 ADDED 6,877 +2,343 +51.7% 0.17% $872K 2025-07-30 $119.44
2025 Q1 REDUCED 27.4% -8.5% 4,534 -1,710 -27.4% 0.16% $625K 2025-04-24 $124.99
2024 Q4 REDUCED 5.1% +9.5% 6,244 -335 -5.1% 0.21% $826K 2025-01-28 $121.17
2024 Q3 REDUCED 23.3% -7.4% 6,579 -1,997 -23.3% 0.26% $946K 2024-10-15 $134.75
2024 Q2 REDUCED 46.1% +3.8% 8,576 -7,340 -46.1% 0.36% $1.2M 2024-08-01 $127.43
2024 Q1 ADDED 15,916 +2,503 +18.7% 0.67% $2.0M 2024-04-23 $124.07
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Canvas Wealth Advisors, LLC and KMB

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

How long has Canvas Wealth Advisors, LLC reported owning KMB?

Canvas Wealth Advisors, LLC reported KMB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported KMB position in Canvas Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for KMB was 0.67% in 2024 Q1.

What is the latest reported KMB position on this page?

The most recent filing on this page is 2026 Q2, when Canvas Wealth Advisors, LLC reported 43,463 shares, equal to 0.67% of portfolio, with an estimated market value of $4.8M.

What does the chart on this KMB ownership page compare?

The chart compares Canvas Wealth Advisors, LLC'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.

How well did Canvas Wealth Advisors, LLC time their KMB position?

Based on 13F filing dates vs. subsequent KMB price moves, Canvas Wealth Advisors, LLC correctly timed 8 out of 20 reported position changes (40%). The annualised alpha on KMB relative to SPY over the holding period was -11.5%.

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