Kimberly-Clark Corporation
MX ˙ BMV ˙ US4943681035
SecurityMX:KMB / Kimberly-Clark Corporation
InstitutionOptimist Retirement Group LLC
Latest Disclosed Ownership26,027 shares
Latest Disclosed Value $ 2,510,832
Optimist Retirement Group LLC reports 303.02% increase in ownership of KMB / Kimberly-Clark Corporation

On May 11, 2026 - Optimist Retirement Group LLC filed a 13F-HR form disclosing ownership of 26,027 shares of Kimberly-Clark Corporation (MX:KMB) valued at $2,510,832 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 6,458 shares of Kimberly-Clark Corporation. This represents a change in shares of 303.02% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F KIMBERLY-CLARK COM 494368103 26,027 19,569 303.02 2,511 285.56 1.1074
2026-02-09 2025-12-31 13F KIMBERLY-CLARK COM 494368103 6,458 -11,794 -64.62 652 -71.31 0.2985
2025-11-17 2025-09-30 13F KIMBERLY-CLARK COM 494368103 18,252 194 1.07 2,269 -2.53 1.0256
2025-08-15 2025-06-30 13F KIMBERLY-CLARK COM 494368103 18,058 35 0.19 2,328 -9.17 1.1160
2025-05-05 2025-03-31 13F KIMBERLY-CLARK COM 494368103 18,023 927 5.42 2,563 14.42 1.2830
2025-01-27 2024-12-31 13F KIMBERLY-CLARK COM 494368103 17,096 -582 -3.29 2,240 -10.93 1.0599
2024-11-25 2024-09-30 13F KIMBERLY-CLARK COM 494368103 17,678 461 2.68 2,515 5.72 1.1351
2024-08-12 2024-06-30 13F KIMBERLY-CLARK COM 494368103 17,217 350 2.08 2,379 9.08 1.2504
2024-05-13 2024-03-31 13F KIMBERLY-CLARK COM 494368103 16,867 10,168 151.78 2,182 168.27 1.1204
2024-02-16 2023-12-31 13F KIMBERLY-CLARK COM 494368103 6,699 6,699 814 0.5287
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.