Katherine M. Clark portfolio

Katherine M. Clark has represented MA's 5th district in the House since 2013. Katherine M. Clark has disclosed 779 trades (372 purchases, 404 sales); the latest was on Jun 16, 2026. Over the past year the disclosed stock holdings returned +30.7%, against +11.9% for the S&P 500.

DDemocratParty

Member of HouseRepresents MA

$4.4MEst. portfolio value

5 months agoLast trade

+30.7%1Y return, from filings

1M return+7.3%S&P 500 +0.7% · 13 positionsOn their trade dates: +7.2%

3M return+12.0%S&P 500 +3.7% · 13 positionsOn their trade dates: +5.7%

YTD return+28.5%S&P 500 +12.8% · 13 positionsOn their trade dates: +7.0%

1Y return+30.7%S&P 500 +11.9% · 13 positionsOn their trade dates: +12.5%

3Y return+76.2%S&P 500 +85.1% · 14 positionsOn their trade dates: +56.7%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

Est. value $410K across 7 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Katherine M. Clark
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
BRK.BP berkshire Hathaw ay Inc. New	$337K	Dec 8, 2015Purchase	$33K–145K5 purchases	$143.72	+283.76%	$544.36	5
WLP5.750% 11/15/20 WellPoint, Inc.	$24K	Aug 14, 2014Purchase	$3K–45K3 purchases	$107.18	—	—	3
CCECoca-Cola European Part ners plcOrdinary Shares	$16K	Oct 11, 2016Purchase	$2K–30K2 purchases	$37.87	—	—	2
DISWalt Disney Company	$10K	Sep 5, 2014Purchase	$1K–15K1 purchase	$90.94	+18.98%	$110.52	2
FP Ford Motor Company	$8K	Jan 14, 2016Purchase	$1K–15K1 purchase	$12.19	-0.04%	$12.26	1
VZInc.	$8K	Aug 24, 2015Purchase	$1K–15K1 purchase	$44.74	-1.74%	$44.04	5
TP aT&T Inc.	$7K	Mar 13, 2019Purchase	$1K–15K1 purchase	$22.87	-12.50%	$21.14	1

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 29, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.